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Renewable Energy '24: Nuclear
13 tickers · $403.15B total market cap
Group: Renewable Energy
As of Spring 2025, the thesis on the nuclear sector, with a focus on 7011 JP (Mitsubishi Heavy Industries), is cautiously bullish. The global push towards cleaner energy sources and the need for energy independence has increased interest and investment in nuclear power. Mitsubishi Heavy Industries, a leader in nuclear technology, is well-positioned to benefit from government-backed fiscal spending in this sector. However, regulatory hurdles and public perception remain significant challenges.
Renewable Energy '24: Nuclear tracks 13 publicly listed stocks in this theme. Sample tickers: 7011.T, BWXT, CCJ, CEG, CW, LEU, NXE, OKLO, SMR, SRUUF, TLN, UUUU, and 1 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Mitsubishi Heavy Industries, Ltd.7011.T | 02/04/2026 (BMO) | 05/12/2026 (BMO) | 1.30% | — | 0.20% | — | $100.64B | 7.0000 |
Constellation Energy CorporationCEG | 02/24/2026 (BMO) | 05/11/2026 (BMO) | 10.91% | — | -10.15% | — | $91.43B | 12.0000 |
Cameco CorporationCCJ | 02/13/2026 | 05/05/2026 | 0.00% | — | 9.70% | — | $53.93B | 10.0000 |
Vistra Corp.VST | 02/26/2026 (BMO) | 05/07/2026 (BMO) | -0.84% | — | -9.80% | — | $53.10B | 10.0000 |
Curtiss-Wright CorporationCW | 02/11/2026 (AMC) | — | 7.88% | — | 6.03% | — | $26.78B | 8.0000 |
BWX Technologies, Inc.BWXT | 02/23/2026 (AMC) | 05/04/2026 (AMC) | 4.99% | — | 8.43% | — | $20.66B | 8.0000 |
Talen Energy CorporationTLN | 02/26/2026 (BMO) | 05/05/2026 (BMO) | -5.23% | — | -6.93% | — | $15.78B | 12.0000 |
Oklo Inc.OKLO | 03/17/2026 (AMC) | — | -9.65% | — | 39.81% | — | $13.27B | 7.0000 |
NexGen Energy Ltd.NXE | 03/03/2026 (AMC) | 05/11/2026 (AMC) | 0.32% | — | -0.47% | — | $8.40B | 5.0000 |
Sprott Physical Uranium Trust FundSRUUF | 08/18/2025 | — | — | — | — | — | $5.92B | 5.0000 |
Energy Fuels Inc.UUUU | 02/26/2026 | — | — | — | — | — | $5.29B | 5.0000 |
Centrus Energy Corp.LEU | 02/10/2026 | — | -30.11% | — | 4.48% | — | $4.16B | 5.0000 |
NuScale Power CorporationSMR | 02/26/2026 (AMC) | 05/07/2026 (AMC) | -3.60% | — | -1.01% | — | $3.79B | 6.0000 |
| Average | -2.18% | — | 3.66% | — | $31.01B | 7.6923 | ||
| Median | 0.00% | — | 0.20% | — | $15.78B | 7.0000 | ||
| Std Dev | 10.43% | — | 13.17% | — | $32.16B | 2.4926 | ||
| Min | -30.11% | — | -10.15% | — | $3.79B | 5.0000 | ||
| Max | 10.91% | — | 39.81% | — | $100.64B | 12.0000 | ||
| % Positive Tickers | 45.45% | — | 54.55% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.