Master Nuclear Watchlist
Nuke Industrials / EPC & Plant Services
CCJ – world’s largest publicly-traded uranium producer; also 49 % of GLE enrichment.
CW – Curtiss-Wright, pumps, valves, I&C for every U.S. reactor outage.
BWXT – sole U.S. Navy reactor fuel + small modular reactor components.
J – Jacobs, engineering & outage contractor on ~½ the U.S. fleet.
FLR – Fluor, new-build EPC partner for multiple SMR projects.
HON – Honeywell, digital I&C, UF6 conversion tech, HALEU transport casks.
SMR / Advanced Reactor Developers
SMR – NuScale, first NRC-certified U.S. SMR design.
OKLO – fast-spectrum micro-reactor SPAC; targeting 1.5 MWe pods.
NNE – Nano Nuclear Energy, portable micro-reactor concept.
AACT – Ares II SPAC, will become X-energy (Xe-100 HTGR) once deal closes.
SKE – Skeena, back-door proxy for privately-held Kairos Power FHR demo.
Nuclear Fuel Chain (mining, enrichment, fuel tech)
LEU – Centrus, only U.S.-owned HALEU enrichment plant.
LTBR – Lightbridge, metallic fuel rods that boost reactor output 10-17 %.
UUUU – Energy Fuels, ISR uranium + vanadium, building rare-earth circuit.
UEC – Uranium Energy, low-cost ISR hub in South Texas & Wyoming.
NXE – NexGen, Arrow, highest-grade undeveloped uranium project in Canada.
DNN – Denison, Wheeler River ISR project next to McClean Lake mill.
EU – Encore Energy, low-cost ISR projects in U.S. & Australia.
URG – Ur-Energy, Lost Creek ISR, Wyoming.
UROY – Uranium Royalty, streaming/royalty pure-play on uranium price.
BHP – Olympic Dam by-product U3O8; copper leverage.
RIO – Rössing mine stake in Namibia.
SRUUF – Sprott Physical Uranium Trust, spot U3O8 proxy.
YCA.L – Yellow Cake, London-listed U3O8 tracker.
Levered Nuclear Utilities / Power Marketers
CEG – Constellation, largest U.S. nuclear fleet; ESG-premium cash-flow machine.
VST – Vistra, merchant nukes + storage, Texas heat-rate play.
TLN – Talen, 2.6 GW Susquehanna nuke + crypto data-center colo.
ASPI – ASP Isotopes, isotope enrichment (medical & nuclear).
PEG – Public Service Enterprise, 20 % of generation from nukes, regulated yield.
WEC – WEC Energy, Wisconsin nuclear base-load, dividend aristocrat.
IDA – Idaho Power, minority partner in NuScale SMR build-out.
Nuclear Waste, Decommissioning & Specialty Services
PESI – Perma-Fix, nuclear waste treatment & LLW services.
RSG – Republic Services, now owns US Ecology’s low-level waste disposal.