Themes · nuclear
Nuclear & uranium
FollowFollowingUnfollowReactors, small modular reactors and the uranium supply chain. As of the 2026-10-19 session · marker URA.
Movers · last 20 sessions
A move is a move in either direction. The base rate is what a random liquid name did over the same 20 sessions; a theme that moves more than the base rate is unusual, not right.
Members · the tape
| Ticker | Sector | Bucket | Mkt cap | Last | 20d | 5d | Notable days (14) | Play fired (last 14d) |
|---|---|---|---|---|---|---|---|---|
| SMR | Industrial Machinery | Nuclear/Uranium/SMR | $1.8B | $5.68 | -35.9% | -15.0% | — | — |
| UUUU | Mining & Metals | Nuclear/Uranium/SMR | $2.0B | $8.16 | -33.7% | -15.5% | 2 | — |
| OKLO | Utilities | Nuclear/Uranium/SMR | $4.7B | $27.20 | -33.2% | -15.3% | 1 | — |
| LEU | Mining & Metals | Nuclear/Uranium/SMR | $2.2B | $110.40 | -28.7% | -18.5% | 2 | — |
| NNE | Utilities | Nuclear/Uranium/SMR | $677M | $13.00 | -24.0% | -8.8% | — | — |
| UEC | Mining & Metals | Nuclear/Uranium/SMR | $3.9B | $7.89 | -21.7% | -10.6% | 1 | — |
| DNN | Mining & Metals | Nuclear/Uranium/SMR | $2.0B | $2.27 | -21.5% | -4.2% | 2 | — |
| TLN | Utilities | Nuclear/Uranium/SMR | $16B | $351.22 | +16.8% | -7.6% | 3 | — |
| NXE | Mining & Metals | Nuclear/Uranium/SMR | $5.6B | $8.50 | -13.8% | -2.0% | 2 | — |
| CCJ | Mining & Metals | Nuclear/Uranium/SMR | $35B | $80.96 | -13.7% | -6.0% | 3 | — |
| CW | Industrial Machinery | Nuclear/Uranium/SMR | $18B | $497.11 | -12.5% | -1.4% | 3 | — |
| MIR | Technology Hardware | Nuclear/Uranium/SMR | $3.7B | $14.93 | -7.9% | -8.1% | 1 | — |
| BWXT | Industrial Machinery | Nuclear/Uranium/SMR | $12B | $136.20 | -7.6% | -2.7% | — | — |
| VST | Utilities | Nuclear/Uranium/SMR | $51B | $149.56 | +5.4% | -4.7% | 4 | — |
| GEV | Electrical Equipment | Nuclear/Uranium/SMR | $245B | $907.75 | -4.3% | -8.5% | — | — |
| PEG | Utilities | Nuclear/Uranium/SMR | $35B | $70.32 | +1.5% | -0.6% | 3 | — |
| CEG | Utilities | Nuclear/Uranium/SMR | $95B | $263.30 | +0.2% | -10.2% | 1 | — |
All 17 members shown. 3 more names carry the label at low classifier confidence and are left off the desk on purpose.
Investors · who is in, who is only talking
4 people bullish, 0 of them positioned; 0 bearish, 0 of them positioned (last 90 days, latest dated view per person).
| Bullish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Justin Huhn | view only | 2026-10-07 | Wealthion | Smr |
| Jonathan Wellum | view only | 2026-09-21 | Wealthion | Uranium |
| Mark Skousen | view only | 2026-09-18 | Wealthion | Uranium |
| Carly Anderson | view only | 2026-09-03 | Macro Voices | Smr |
| Bearish | Stance | Date | Where | Said as |
|---|
Our record on this theme
1 published picks; 0 matured to 20 sessions: —.
| Ticker | Play | Published | 10d | 20d | State |
|---|---|---|---|---|---|
| SMR | Small-Cap AI & Defense Momentum | 2026-08-28 | -7.2% | — |
Every published pick inside the theme, losers included. A matured row is a close-to-close move from the pick's entry; open rows have no 20-session number yet.
Entrants · small-cap 8-Ks read into this theme (last 60 days)
| Filed | Ticker | Company | What | Read |
|---|---|---|---|---|
| 2026-10-19 | LEU | CENTRUS ENERGY CORP | m&a | Centrus Energy acquired centrifuge-component manufacturer Westerman Holdings for ~$116M to vertically integrate a key supplier and accelerate its uranium enrichment capacity buildout. “Westerman is an existing manufacturer for centrifuge casings and other major centrifuge components for Centrus...The addition of Westerman supports Centrus' previously announced multi-billion-dollar expansion of uranium enrichment capacity.” filing
|
| 2026-10-15 | ASPI | ASP Isotopes Inc. | contract | ASP Isotopes' subsidiary Quantum Leap Energy signed a binding JV framework with South Africa's nuclear authority Necsa to build a commercial HALEU enrichment facility, with TerraPower offtake agreements already in place. “signed a Heads of Agreement...to develop, finance, construct, commission, own, and operate a test bench and commercial-scale facility for the production of High-Assay Low-Enriched Uranium ("HALEU") at Necsa's Pelindaba site in South Africa” filing |
| 2026-10-14 | UUUU | ENERGY FUELS INC | financing | Energy Fuels, an established uranium producer, refreshed its ATM equity program to allow up to $500M in additional share sales after already raising ~$300M under the prior supplement. “the Company may, at its discretion from time to time, sell up to an additional $500 million of common shares under its "at the market" program” filing
|
| 2026-10-13 | UUUU | ENERGY FUELS INC | m&a | Energy Fuels, an existing uranium and critical materials producer, amends its merger agreement to acquire VAC Group and supplements disclosure on its completed ASM acquisition, expanding its critical minerals supply chain. “Energy Fuels will acquire 100% of VAC Group B.V., Ara VAC TOPCO US LLC and their respective consolidated subsidiaries (collectively, "VAC") from Ara Partners (the "VAC Acquisition").” filing
|
| 2026-10-02 | NNE | Nano Nuclear Energy Inc. | m&a | Nano Nuclear Energy signed a definitive agreement to acquire NRC-licensed nuclear fuel processing assets including a DUF6 deconversion facility license in New Mexico, advancing its vertical integration into the domestic uranium fuel cycle. “acquire all of Sellers' U.S. nuclear fuel processing assets...including a U.S. Nuclear Regulatory Commission ("NRC") license...associated with a previously planned depleted uranium hexafluoride ("DUF6") deconversion and fluorine extraction facility in Lea County, New Mexico” filing
|
| 2026-09-30 | DJT | Trump Media & Technology Group Corp. | entering | Trump Media filed an S-4 to merge with TAE Technologies, a fusion energy developer, pivoting from social media into commercial fusion power and power management. “Combined Company Would Be One of the World's First Publicly Traded Companies Developing Commercial Fusion Energy” filing
|
| 2026-09-17 | LEU | CENTRUS ENERGY CORP | contract | Centrus Energy signed a multi-year HALEU supply contract with Antares Nuclear, adding another customer to its enrichment backlog and receiving prepayments to fund capacity expansion at its Piketon, Ohio facility. “Centrus Energy (NYSE: LEU) and Antares Nuclear today announced the signing of a definitive multi-year contract for Centrus to supply Antares with High-Assay Low-Enriched Uranium (HALEU), with deliveries commencing before the end of the decade.” filing
|
| 2026-09-09 | LEU | CENTRUS ENERGY CORP | contract | Centrus Energy signed a multi-year contract to supply high-assay low-enriched uranium to Radiant Industries for its Kaleidos microreactor fleet, with Radiant prepayments supporting Centrus's domestic enrichment capacity buildout. “Centrus will begin delivering HALEU before the end of the decade, adding another domestic source of fuel to support commercial scale-up of Radiant's Kaleidos fleet” filing |
| 2026-09-08 | ASPI | ASP Isotopes Inc. | update | ASP Isotopes held its inaugural Capital Markets Day outlining operational progress across nuclear fuel enrichment, helium, and isotope businesses, with a $300M+ EBITDA target by 2031. “Quantum Leap Energy is a development stage nuclear fuels company dedicated to advancing innovative technologies and processes across critical segments of the nuclear fuel cycle...HALEU, LEU+ and LEU...TerraPower, Fermi America” filing
|
| 2026-08-28 | DJT | Trump Media & Technology Group Corp. | entering | Trump Media & Technology Group is pursuing a proposed transaction with TAE, a fusion energy company, representing a pivot from social media into nuclear/fusion power. “delays in the development and manufacturing of fusion power plants and related technology...demand for nuclear energy; economic outlook and public perception of the nuclear energy industry” filing |
| 2026-08-28 | UUUU | ENERGY FUELS INC | m&a | Energy Fuels completed its ~$243M acquisition of Australian Strategic Materials Limited, expanding its critical materials and uranium supply chain footprint. “Energy Fuels Bidder, completed the acquisition of all of the ordinary shares of Australian Strategic Materials Limited ("ASM") pursuant to a Scheme Implementation Deed dated January 21, 2026” filing
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11 filings shown; 2 more were read and filed here below the confidence floor, so they are not on this table.
An analyst model reads every 8-K from a universe company under $5B and files it under the theme it enters or reports inside, quoting the filing. This says who walked in and what they said; whether entrants outperform is a separate question we have not measured.
Membership is a current classification, not a history: a name that entered the theme last month reads as if it were always here. Entrants come from 8-Ks of universe companies under $5B only. Nothing on this page is a recommendation; the tape says what is unusual, the voices say who is in, the record says how our own picks did, the filings say who walked in.
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