themes / nuclear-power · horizon 5-20 years · 12 companies
Nuclear Renaissance
Restarts, uprates and SMRs as baseload for AI and decarbonisation.
Trend vs pricing
Trend (reality)
35
company trend 46 · related-ETF flow 2 · growth 57
Market pricing
48
Expectations gap-13
Human needs
energysecurity
Related ETFs
NLRURA
Constraint chain
Trend → Constraint → Required solution
Trend
Hyperscalers sign long-term nuclear PPAsConstraint
Fuel supply, regulatory timelines, capital costRequired solution
Existing fleet owners, component makers, fuel cycleAttention
26
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 26YouTube —
Rising queries
nuclear power plantnuclear power plants in usnuclear power plant near menuclear power plant las vegasnuclear power plant nevadanuclear power stocksnuclear power plant industrialistnuclear powered aircraft carriersnuclear power etfsmall modular reactor companiessmall modular reactor stockssmall modular reactors (smrs)
Wikipedia · 5 articles
7d avg pageviews2522
vs 28d-12.6%
vs 1y-29.2%
z vs own history-1.33
Nuclear powerSmall modular reactorUraniumNuclear power in the United StatesOklo Inc.
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos—
YouTube videos / day24.2
Measured over50 videos · 49.5 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Two Vendors, Two Reactor Classes: Inside the Czech Republic's Nuclear Hedge
- · The AI Energy Wall: Why Big Tech Is In-Licensing Nuclear ⚡
- · Reactores Modulares ¿La Tecnología del Futuro? #tecnologia #nuclear #curiosidades #sabiasque #shorts
- · The Nuclear-Powered Car Ford Actually Designed in 1958 #automobile #carhistory #nascar
- · ₹20,000 Crore Nuclear Mission: SHANTI Act, Private Companies & 100 GW by 2047
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| BWXT | BWX Technologies | 80% | 1 | 50 | 40 | +10 | 60 | 35 | 36 |
| LEU | Centrus Energy Corp | 70% | 1 | 39 | 50 | -11 | 43 | 16 | 14 |
| MIR | Mirion Technologies, Inc. | 60% | 1 | 63 | 38 | +25 | 80 | 38 | 51 |
| TLN | Talen Energy Corp | 60% | 1 | 35 | 59 | -24 | 45 | 30 | 41 |
| CEG | Constellation Energy | 50% | 1 | 53 | 55 | -2 | 71 | 21 | 43 |
| VST | Vistra | 30% | 1 | 28 | 46 | -18 | 28 | 40 | 54 |
| ETR | Entergy Corp /De/ | 30% | 1 | 45 | 62 | -17 | 66 | 9 | 26 |
| PEG | Public Service Enterprise Group | 30% | 1 | 26 | 40 | -14 | 38 | 16 | 57 |
| CW | Curtiss Wright Corp | 30% | 2 | 49 | 40 | +9 | 50 | 57 | 40 |
| D | Dominion Energy, Inc | 30% | 2 | 62 | 46 | +16 | 71 | 37 | 55 |
| GEV | GE Vernova | 20% | 2 | 74 | 59 | +15 | 81 | 66 | 42 |
| J | Jacobs Solutions | 20% | 2 | 60 | 67 | -7 | 71 | 33 | 31 |