Operates the largest fleet of nuclear reactors in the US. Signed a landmark 20-year deal to restart and power Microsoft with the Three Mile Island plant. The purest play on nuclear power demand.
The largest uranium miner in the Western world. As nuclear reactors restart and new ones open, uranium demand rises and Cameco benefits directly. Direct price leverage to the nuclear renaissance.
Linked to Nuclear Power and Small Modular Reactors. Customers include Microsoft. Competes with Constellation Energy and NuScale Power.
Linked to Nuclear Power and Small Modular Reactors. Relies on Cameco. Competes with Oklo and Constellation Energy.
Linked to Nuclear Fuel and Uranium Mining. Customers include Constellation Energy and Oklo. Competes with Cameco and NexGen Energy.
Linked to Uranium Mining and Nuclear Fuel. Competes with Cameco and Centrus Energy.
Linked to Uranium Mining and Nuclear Fuel. Competes with Cameco and NexGen Energy.
Linked to Nuclear Energy. Customers include US Navy. Competes with General Dynamics and Huntington Ingalls.
Linked to Nuclear Energy and Uranium Mining. Competes with Cameco and Denison Mines.
Linked to Small Modular Reactors and Nuclear Energy. Relies on Cameco. Competes with Oklo and BWX Technologies.
Linked to Uranium Mining and Nuclear Energy. Competes with Cameco and Uranium Energy Corp.
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