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Software Nuclear Renaissance

Results

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The explosion of AI and challenges posed by global warming means there is a critical need for scalable, 24/7 carbon-free power that renewables alone cannot provide. Nuclear energy has emerged as the essential backbone for meeting the massive electricity demands of AI data centers and global climate targets. We've identified the elite infrastructure plays powering Big Tech's 20-year energy commitments. This isn't just a commodity play but a strategic investment in one of the few energy sources capable of sustaining the intelligence era without sacrificing global climate goals.

89 companies

Bird Construction

Market Cap: CA$3.6b

Provides construction services in Canada.

BDT

CA$66.75

7D

3.1%

1Y

127.5%

Aecon Group

Market Cap: CA$3.6b

Aecon Group Inc., together with its subsidiaries, provide construction and infrastructure development services to private and public sector clients in Canada, the United States, and internationally.

ARE

CA$49.83

7D

9.5%

1Y

142.6%

Goodwin

Market Cap: UK£1.3b

Provides mechanical and refractory engineering solutions in the United Kingdom, rest of Europe, the United States, the Pacific Basin, and internationally.

GDWN

UK£168.80

7D

3.2%

1Y

125.7%

Dürr

Market Cap: €1.2b

Operates as a mechanical and plant engineering company worldwide.

DUE

€17.98

7D

1.5%

1Y

-23.2%

TETRA Technologies

Market Cap: US$1.4b

Operates as an energy services and solutions company.

TTI

US$9.26

7D

-18.3%

1Y

163.8%

Graham

Market Cap: US$1.4b

Designs and manufactures fluid, power, heat transfer, and vacuum technologies for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, and energy industries.

GHM

US$106.12

7D

-14.3%

1Y

102.0%

thyssenkrupp nucera KGaA

Market Cap: €954.9m

Engages in the development, engineering, procurement, commissioning, and licensing of electrolysis technologies in Germany, Saudi Arabia, Sweden, the United States, and internationally.

NCH2

€7.56

7D

4.0%

1Y

-25.7%

NANO Nuclear Energy

Market Cap: US$1.1b

Operates as a nuclear energy company.

NNE

US$18.88

7D

-10.7%

1Y

-44.0%

Shin Nippon Air Technologies

Market Cap: JP¥168.4b

Provides engineering systems to control air, water, heat, and other areas of air conditioning, electrical, and sanitary facilities in Japan and internationally.

1952

JP¥3,705.00

7D

-1.7%

1Y

51.0%

BHI

Market Cap: ₩1.5t

Engages in the development, manufacture, and supply of power plant equipment worldwide.

A083650

₩45,050.00

7D

-25.4%

1Y

18.1%

Taihei Dengyo Kaisha

Market Cap: JP¥159.0b

Engages in the plant construction business in Japan and internationally.

1968

JP¥2,519.00

7D

-1.2%

1Y

33.5%

Silex Systems

Market Cap: AU$1.4b

A technology commercialization company, engages in the research and development, commercialization, and license of SILEX laser enrichment technology in Australia, the United States, and the United Kingdom.

SLX

AU$5.07

7D

-11.2%

1Y

31.3%

Renew Holdings

Market Cap: UK£718.0m

Provides engineering services in the United Kingdom and rest of Europe.

RNWH

UK£9.07

7D

2.4%

1Y

12.0%

RAIZNEXT

Market Cap: JP¥128.5b

Engages in providing engineering and maintanence services in Japan.

6379

JP¥2,380.00

7D

5.9%

1Y

29.1%

Techno Ryowa

Market Cap: JP¥127.1b

Engages in the design, construction, and maintenance of environmental control systems primarily in Japan.

1965

JP¥6,200.00

7D

6.9%

1Y

70.3%

Technoflex

Market Cap: JP¥121.4b

Offers flexible metal hoses, expansion joints, and multi-layer pipes.

3449

JP¥6,760.00

7D

-30.6%

1Y

408.3%

Costain Group

Market Cap: UK£559.0m

Provides infrastructure solutions for the transportation, energy, water, and defense sectors in the United Kingdom.

COST

UK£2.09

7D

0.7%

1Y

42.0%

Terrestrial Energy

Market Cap: US$700.6m

Produces carbon free nuclear energy in North Carolina.

IMSR

US$5.97

7D

-15.7%

1Y

-45.2%

Avon Technologies

Market Cap: UK£520.1m

Provides respiratory and head protection products for the military and first responder markets in Europe and the United States.

AVON

UK£17.66

7D

2.9%

1Y

-11.6%

Deep Fission

Market Cap: US$596.1m

Develops and deploys small modular nuclear reactors placed deep underground to generate electricity.

FISN

US$10.37

7D

-6.1%

1Y

n/a

Seika

Market Cap: JP¥96.0b

Imports, sells, and exports plants, machinery, and environmental, information communication, and electronic equipment in Asia, Europe, the United States, and internationally.

8061

JP¥2,697.00

7D

-1.9%

1Y

67.7%

Bando Chemical Industries

Market Cap: JP¥91.7b

Manufactures and sale of automotive parts, industrial materials and high-performance elastomer products in Japan, China, Asia, Europe, America, and internationally.

5195

JP¥2,244.00

7D

1.6%

1Y

30.5%

MEISEI INDUSTRIALLtd

Market Cap: JP¥83.6b

Operates as a construction works company in Japan and internationally.

1976

JP¥1,821.00

7D

-1.6%

1Y

20.6%

Tokyo Energy & Systems

Market Cap: JP¥68.6b

Engages in the planning, study, design, construction, and supervision of electric and mechanical facilities in Japan.

1945

JP¥2,070.00

7D

-0.5%

1Y

52.1%

SFA Engineering

Market Cap: ₩598.4b

Manufactures and sells display equipment, logistics systems, secondary battery, semiconductor equipment, material handling, and special business equipment in South Korea and internationally.

A056190

₩21,450.00

7D

-8.7%

1Y

-6.9%

Gérard Perrier Industrie

Market Cap: €313.4m

Engages in design, manufacture, installation, and maintenance of electrical, electronic, automation, and instrumentation equipment in France and internationally.

PERR

€83.00

7D

0.2%

1Y

-4.4%

TaewoongLtd

Market Cap: ₩512.2b

Manufactures and sells open-die forgings and ring rolled products in South Korea and internationally.

A044490

₩25,600.00

7D

-21.4%

1Y

-21.6%

SNT Energy

Market Cap: ₩505.9b

Operates in the machinery industry.

A100840

₩23,950.00

7D

-19.1%

1Y

-36.8%

PHX Energy Services

Market Cap: CA$472.3m

Provides horizontal and directional drilling services, rents performance drilling motors, and sells motor equipment and parts to oil and natural gas exploration and development companies in Canada, the United States, the Middle East regions, and internationally.

PHX

CA$10.33

7D

-2.9%

1Y

23.4%

Teikoku

Market Cap: JP¥47.8b

Engages in the manufacture and sale of electrical and general machinery and equipment.

6333

JP¥3,120.00

7D

1.1%

1Y

0%

Lightbridge

Market Cap: US$293.0m

Engages in research, developing, and commercializing nuclear fuel.

LTBR

US$8.23

7D

-6.4%

1Y

-32.1%

Avingtrans

Market Cap: UK£210.5m

Provides engineered components, systems, and services to the energy, medical, and infrastructure industries worldwide.

AVG

UK£6.34

7D

-0.2%

1Y

51.0%

Nippon SeisenLtd

Market Cap: JP¥44.3b

Manufactures and sells stainless steel wires in Japan and internationally.

5659

JP¥1,420.00

7D

-2.1%

1Y

29.8%

Eagle Nuclear Energy

Market Cap: US$221.6m

Operates as a mining and exploration company focused on mineral exploration and development in North America.

NUCL

US$7.41

7D

-22.5%

1Y

-37.0%

Amaero

Market Cap: AU$309.8m

Manufactures and sells refractory, specialty alloys, and powders for additive manufacturing of mission-critical components in the United States.

3DA

AU$0.33

7D

10.2%

1Y

-16.7%

Soosan Industries

Market Cap: ₩293.4b

Provides power plant construction and maintenance services in South Korea.

A126720

₩20,850.00

7D

-7.7%

1Y

-16.6%

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