What are the top stocks in the Nuclear / SMR bubble?

QuantAbundance maps 10 primary stocks to the Nuclear / SMR bubble: OKLO, SMR, CCJ, BWXT, LEU, UUUU, NNE, UEC, DNN, LTBR.

What ETFs carry the Nuclear / SMR thesis?

2 ETFs on QuantAbundance carry the Nuclear / SMR thesis: URA (primary), NLR.

How correlated are Nuclear / SMR stocks?

The Nuclear / SMR bubble's primary members co-move with a 252-day average correlation of 0.72 across 45 pairs - strong co-movement.

Nuclear / SMR

Clean baseload for hyperscaler campuses - SMRs and uranium miners.

0.717avg corr (252d)

0.52 / 0.87min / max

45pairs

10primary stocks

2etfs

Strong co-movement

Stocks

$23.55
$69fib-66%
$5.08
$71.30
$119.52
$104.60
$183fib-43%
$6.66
$20fib-67%

Frequently asked questions

What are the top stocks in the Nuclear / SMR bubble?: QuantAbundance maps 10 primary stocks to the Nuclear / SMR bubble: OKLO, SMR, CCJ, BWXT, LEU, UUUU, NNE, UEC, DNN, LTBR.
What ETFs carry the Nuclear / SMR thesis?: 2 ETFs on QuantAbundance carry the Nuclear / SMR thesis: URA (primary), NLR.
How correlated are Nuclear / SMR stocks?: The Nuclear / SMR bubble's primary members co-move with a 252-day average correlation of 0.72 across 45 pairs - strong co-movement.

Correlation matrix (252d)

	CCJ	DNN	UEC	UUUU	LEU	LTBR	NNE	OKLO	SMR	BWXT
CCJ	·	0.86	0.81	0.81	0.69	0.74	0.65	0.70	0.66	0.62
DNN	0.86	·	0.82	0.83	0.70	0.75	0.67	0.71	0.68	0.52
UEC	0.81	0.82	·	0.83	0.71	0.78	0.71	0.73	0.73	0.54
UUUU	0.81	0.83	0.83	·	0.70	0.78	0.69	0.74	0.72	0.55
LEU	0.69	0.70	0.71	0.70	·	0.78	0.74	0.80	0.77	0.57
LTBR	0.74	0.75	0.78	0.78	0.78	·	0.81	0.82	0.82	0.59
NNE	0.65	0.67	0.71	0.69	0.74	0.81	·	0.83	0.83	0.52
OKLO	0.70	0.71	0.73	0.74	0.80	0.82	0.83	·	0.87	0.56
SMR	0.66	0.68	0.73	0.72	0.77	0.82	0.83	0.87	·	0.52
BWXT	0.62	0.52	0.54	0.55	0.57	0.59	0.52	0.56	0.52	·

Ticker order reflects hierarchical clustering assignment. Tighter bright blocks on the diagonal = stronger sub-clusters within the bubble.

ETF flows (30d)

30 days with data

+$137M

net flow · 30d

$4.7B

bubble AUM

+$299M

biggest inflow

-$777M

biggest outflow

Daily net ETF creations minus redemptions across primary ETFs in the bubble. Green = capital in, red = capital out. Computed nightly from issuer NAV + shares-outstanding data.

Nuclear / SMR

Stocks

Frequently asked questions

Correlation matrix (252d)

Research

ETFs carrying the thesis

Sub-clusters

ETF flows (30d)