Nuclear Renaissance

Results

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.

91 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
GEV	US$957.27	1.6%	53.0%	US$246.1b	US$1,237.34	26.8	10.1%	0.2%	Capital Goods
RR.	UK£14.55	-2.3%	28.7%	UK£120.7b	UK£17.18	39.7	13.0%	0.8%	Capital Goods
6501	JP¥5,199.00	-3.3%	27.1%	JP¥23.3t	JP¥6,446.15	29.2	14.5%	1.1%	Capital Goods
8001	JP¥2,294.00	4.1%	33.7%	JP¥15.9t	JP¥2,502.22	17.4	5.5%	1.9%	Capital Goods
GD	US$355.90	-1.0%	9.1%	US$95.7b	US$422.30	21.4	7.4%	1.8%	Capital Goods
7011	JP¥3,705.00	-1.3%	-3.0%	JP¥12.5t	JP¥5,393.95	30.4	11.9%	0.8%	Capital Goods
DG	€111.45	-2.2%	-5.9%	€61.8b	€143.19	12.1	6.5%	4.5%	Capital Goods
8002	JP¥5,049.00	-0.5%	43.7%	JP¥8.2t	JP¥5,993.64	14.3	4.5%	2.3%	Capital Goods
CCO	CA$134.01	-3.9%	23.9%	CA$58.7b	CA$179.73	164.5	35.2%	0.2%	Energy
A329180	₩479,000.00	9.7%	-6.1%	₩50.3t	₩823,772.73	26.4	21.2%	2.5%	Capital Goods
UN0	€49.20	6.7%	36.9%	€20.5b	€37.50	12.2	-22.5%	1.5%	Utilities
CW	US$558.90	-1.4%	9.8%	US$20.7b	US$786.29	38.1	9.8%	0.2%	Capital Goods
7013	JP¥2,665.00	1.5%	15.7%	JP¥2.8t	JP¥3,551.00	13.9	-2.0%	0.9%	Capital Goods
1812	JP¥4,897.00	-0.8%	7.1%	JP¥2.3t	JP¥7,007.14	12.4	6.5%	3.0%	Capital Goods
BWXT	US$150.12	-4.7%	-10.8%	US$14.0b	US$228.88	38.7	11.8%	0.7%	Capital Goods
6504	JP¥12,650.00	-3.5%	27.9%	JP¥1.8t	JP¥16,555.56	17.1	8.5%	1.7%	Capital Goods
A000720	₩134,900.00	12.7%	127.1%	₩15.1t	₩183,857.14	34.1	26.6%	0.6%	Capital Goods
ATRL	CA$85.24	-2.3%	-16.4%	CA$13.6b	CA$115.40	31.7	19.5%	0.09%	Capital Goods
CNA	UK£1.51	0.7%	-5.9%	UK£6.8b	UK£2.06	9.6	4.9%	3.6%	Utilities
2768	JP¥5,739.00	-0.4%	44.3%	JP¥1.2t	JP¥6,432.86	10.6	7.3%	3.1%	Capital Goods
OKLO	US$36.22	-12.2%	-56.2%	US$7.4b	US$78.69	5568.2	-2.6%	n/a	Utilities
FLR	US$54.20	-3.5%	32.2%	US$7.2b	US$60.69	0.5	60.4%	0%	Capital Goods
1942	JP¥5,433.00	-3.5%	33.2%	JP¥1.1t	JP¥7,514.29	16.9	9.0%	2.4%	Capital Goods
XE	US$14.93	-15.7%	n/a	US$6.4b	US$34.38	28.6	54.8%	n/a	Capital Goods

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