Nuclear Renaissance

Results

88

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.

88 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	GEV	US$1,109.73	22.4%	126.4%	US$281.8b	US$1,211.72	31.8	6.9%	0.2%	Capital Goods
	RR.	UK£14.10	12.5%	59.7%	UK£114.7b	UK£14.25	19.9	-3.1%	0.7%	Capital Goods
	6501	JP¥4,786.00	2.8%	19.9%	JP¥21.6t	JP¥5,914.29	26.8	11.4%	1.2%	Capital Goods
	GD	US$350.01	-2.5%	25.7%	US$98.0b	US$393.17	21.8	7.1%	1.8%	Capital Goods
	7011	JP¥3,902.00	10.2%	13.1%	JP¥13.3t	JP¥5,323.08	38.1	14.7%	0.7%	Capital Goods
	DG	€130.65	5.9%	7.9%	€71.8b	€143.50	14.7	6.9%	3.8%	Capital Goods
	8001	JP¥1,844.00	-1.7%	22.5%	JP¥13.1t	JP¥2,416.92	14.3	4.6%	2.4%	Capital Goods
	8002	JP¥4,882.00	-0.3%	70.2%	JP¥8.0t	JP¥6,146.15	14.7	5.5%	2.4%	Capital Goods
	A329180	₩669,500.00	3.0%	51.1%	₩71.8t	₩875,772.73	36.9	20.1%	0.8%	Capital Goods
	CCO	CA$150.46	9.0%	59.5%	CA$65.0b	CA$178.28	100.7	26.0%	0.2%	Energy
	CW	US$771.93	1.9%	66.8%	US$28.7b	US$788.17	55.8	11.2%	0.1%	Capital Goods
	EN	€50.36	2.2%	36.4%	€19.4b	€59.03	16.2	9.6%	4.2%	Capital Goods
	UN0	€47.30	5.7%	23.3%	€19.2b	€34.67	12.0	-30.6%	1.5%	Utilities
	7013	JP¥2,809.50	15.6%	27.7%	JP¥3.0t	JP¥3,924.55	18.5	2.7%	0.8%	Capital Goods
	1812	JP¥5,973.00	8.2%	59.0%	JP¥2.8t	JP¥7,407.14	15.7	6.6%	2.4%	Capital Goods
	6504	JP¥14,725.00	9.0%	132.3%	JP¥2.2t	JP¥15,180.00	22.1	8.1%	1.5%	Capital Goods
	HII	US$285.43	-5.2%	21.9%	US$11.7b	US$387.91	18.6	11.6%	1.9%	Capital Goods
	CNA	UK£1.73	-7.6%	4.0%	UK£8.1b	UK£2.22	0.4	51.3%	3.2%	Utilities
	OKLO	US$61.17	5.7%	-1.4%	US$10.2b	US$88.63	4.0	23.0%	n/a	Utilities
	1944	JP¥8,081.00	19.2%	98.8%	JP¥1.6t	JP¥8,325.00	23.0	7.2%	1.7%	Capital Goods
	A000720	₩128,300.00	-18.5%	70.4%	₩14.9t	₩289,000.00	34.1	28.2%	0.6%	Capital Goods
	ATRL	CA$81.54	-1.1%	-12.4%	CA$13.1b	CA$114.53	5.0	-23.5%	0.1%	Capital Goods
	XE	US$21.56	16.0%	n/a	US$8.8b	US$39.86	52.9	57.3%	n/a	Capital Goods
	1942	JP¥6,631.00	14.9%	104.4%	JP¥1.3t	JP¥6,992.86	20.8	9.3%	2.0%	Capital Goods

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