Why it matters
Nuclear, SMRs, uranium and clean-power infra. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.
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Nuclear & Energy Transition
Nuclear, SMRs, uranium and clean-power infra.
Surging electricity demand — not least from AI datacentres — has revived nuclear as firm, low-carbon power, alongside the uranium miners and grid infrastructure that support it. This collection spans operators, SMR developers and uranium.
What to check next
Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.
Main risk
Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| GE Vernova LLCGEV | $237.7B | 0.1% | ||||
| Rolls-Royce Holdings PLCRR | £107.9B | 0.7% | ||||
| Constellation Energy CorpCEG | $106.4B | 0.5% | ||||
| Vistra Energy CorpVST | $58.9B | 0.5% | ||||
| Cameco CorpCCJ | $51.8B | 0.2% | ||||
| NRG Energy Inc.NRG | $39.1B | 1.0% | ||||
| BWX Technologies IncBWXT | $19.1B | 0.5% | ||||
| Talen Energy CorporationTLN | $16.9B | — | ||||
| Oklo Inc.OKLO | $10.4B | — | ||||
| Uranium Energy CorpUEC | $7.4B | — | ||||
| Mirion Technologies IncMIR | $5.4B | — | ||||
| Energy Fuels IncUUUU | $5.1B | — | ||||
| Centrus Energy Corp.LEU | $4.1B | — | ||||
| Denison Mines CorpDNN | $3.9B | — | ||||
| Nuscale Power CorpSMR | $3.6B | — | ||||
| Yellow Cake PLCYCA | £1.6B | — | ||||
| Nano Nuclear Energy Inc. Common StockNNE | $1.4B | — | ||||
| Lightbridge CorpLTBR | $581.4M | — | ||||
| enCore Energy Corp. Common SharesEU | $496.2M | — |
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Related collections
Frequently asked questions
What is the Nuclear & Energy Transition collection?
Nuclear, SMRs, uranium and clean-power infra. It currently holds 19 stocks, each rated by Openbook's Reward and Risk scores. Surging electricity demand — not least from AI datacentres — has revived nuclear as firm, low-carbon power, alongside the uranium miners and grid infrastructure that support it.
How are Nuclear & Energy Transition stocks selected?
Nuclear & Energy Transition is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the Nuclear & Energy Transition list updated?
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.