Consumer Durables Nuclear Renaissance

GE Vernova

Market Cap: US$198.8b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.

Hitachi

Market Cap: JP¥24.2t

Provides digital system and services, green energy and mobility, and connective industry solutions in Japan and internationally.

Rolls-Royce Holdings

Market Cap: UK£102.7b

Develops and delivers mission-critical power systems in the United Kingdom and internationally.

Mitsubishi Heavy Industries

Market Cap: JP¥16.2t

Manufactures and sells heavy machinery worldwide.

General Dynamics

Market Cap: US$95.0b

Operates as an aerospace and defense company worldwide.

ITOCHU

Market Cap: JP¥14.5t

Trades and imports/exports various products worldwide.

Constellation Energy

Market Cap: US$89.5b

Produces and sells energy products and services in the United States.

Vinci

Market Cap: €74.4b

Engages in concessions, energy, and construction businesses in France and internationally.

Marubeni

Market Cap: JP¥9.3t

Marubeni Corporation purchases, distributes, and markets industrial and consumer goods.

Cameco

Market Cap: CA$65.2b

Provides uranium for the generation of electricity.

Doosan Enerbility

Market Cap: ₩57.0t

Operates as an energy company in South Korea, the Americas, Asia, the Middle East, Europe, and internationally.

HEICO

Market Cap: US$38.7b

Provides aerospace, defense, and electronic related products and services in the United States and internationally.

EnBW Energie Baden-Württemberg

Market Cap: €22.7b

Operates as an integrated energy company in Germany, Rest of Europe, and internationally.

IHI

Market Cap: JP¥4.2t

Designs and builds engineering solutions in Japan and internationally.

Curtiss-Wright

Market Cap: US$22.8b

Provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide.

Kajima

Market Cap: JP¥3.2t

Engages in civil engineering, building construction, real estate development, architectural and civil design, and other businesses.

Uniper

Market Cap: €14.7b

Operates as an energy company in Germany, the United Kingdom, Sweden, the rest of Europe, and internationally.

BWX Technologies

Market Cap: US$17.1b

Manufactures and sells nuclear components in the United States, Canada, and internationally.

Textron

Market Cap: US$16.4b

Operates in the aircraft, defense, industrial, and finance businesses worldwide.

Huntington Ingalls Industries

Market Cap: US$14.5b

Designs, builds, overhauls, and repairs military ships in the United States.

AtkinsRéalis Group

Market Cap: CA$16.5b

Provides professional services and project management, and capital investment services in United Kingdom, Canada, the United States, Saudi Arabia, and internationally.

Centrica

Market Cap: UK£8.7b

Operates as an integrated energy company in the United Kingdom, Ireland, Scandinavia, North America, and internationally.

Fuji Electric

Market Cap: JP¥1.6t

Develops power semiconductors and electronics solutions in Japan and internationally.

Oklo

Market Cap: US$9.7b

Develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to the customers in the United States.

IMI

Market Cap: UK£7.0b

An engineering company, designs, manufactures, and services engineering products in the United Kingdom, Germany, rest of Europe, the United States, rest of the Americas, China, rest of the Asia Pacific, the Middle East, and Africa.

Babcock International Group

Market Cap: UK£6.9b

Engages in the design, development, manufacture, and integration of specialist systems for aerospace, defense, and security in the United Kingdom, rest of Europe, Africa, North America, Australasia, and internationally.

Kinden

Market Cap: JP¥1.4t

Provides integrated electrical and facility engineering services in Japan.

Sojitz

Market Cap: JP¥1.2t

Operates as a general trading company worldwide.

KandenkoLtd

Market Cap: JP¥1.1t

Engages in electrical and piping work, and other facility construction work in Japan and internationally.

Fluor

Market Cap: US$7.2b

Provides engineering, procurement, and construction (EPC); fabrication and modularization; and project management services worldwide.

Enpro

Market Cap: US$5.4b

An industrial technology company, design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, Asia Pacific, and internationally.

Worley

Market Cap: AU$6.4b

Provides professional services to the energy, chemicals, and resources sectors in the Americas, Europe, the Middle East, Africa, Australia, the Asia Pacific, and China.

Centrus Energy

Market Cap: US$4.4b

Supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally.

KEPCO Engineering & Construction Company

Market Cap: ₩5.6t

KEPCO Engineering & Construction Company, Inc.

Morgan Sindall Group

Market Cap: UK£2.4b

Operates as a construction and regeneration company in the United Kingdom.

Exosens

Market Cap: €2.6b

Engages in the development, manufacture, and sale of electro-optical technologies in the fields of amplification, and detection and imaging in France, rest of Europe, North America, Asia, Oceania, Africa, and internationally.