Moscow-Naypyidaw Nuclear Alliance
The recent nuclear deal between Russia and Myanmar highlights a growing trend of emerging economies turning to nuclear power. This collection features companies across the entire nuclear energy supply chain that could benefit from this expanding market, from uranium miners to advanced reactor developers.
Your Basket's Financial Footprint
Interpretation of a stock basket's market capitalisation and investor takeaways
- Large-cap dominance implies generally lower volatility and performance that tends to track broader market movements.
- Suitable as a core portfolio holding offering broad, stable exposure rather than a speculative, high-risk position.
- Expect steady, long-term value growth rather than rapid, short-term upside; returns are not guaranteed.
SMR: $10.93B
CCJ: $36.04B
LEU: $6.86B
- Other
About This Group of Stocks
Our Expert Thinking
This collection captures the full nuclear energy value chain poised for growth as more emerging economies seek energy independence through nuclear power. The Russia-Myanmar deal signals a broader trend that could benefit companies involved in uranium production, reactor design, and component manufacturing.
What You Need to Know
These stocks represent different segments of the nuclear industry, from fuel suppliers to technology developers. While offering exposure to a growing sector, nuclear energy investments can be influenced by regulatory changes, public sentiment, and geopolitical developments.
Why These Stocks
Each company was selected for its strategic position in the nuclear supply chain and potential to benefit from increased global nuclear adoption. The basket includes established uranium producers, innovative reactor designers, and specialized component manufacturers essential to new nuclear projects.
Why You'll Want to Watch These Stocks
Global Energy Shift
Countries are increasingly turning to nuclear power for clean, reliable energy. This growing trend could create long-term demand for everything from uranium to reactor technology.
Beyond Traditional Energy
Nuclear power is gaining recognition as a key player in the clean energy transition. These companies are at the forefront of providing alternatives to fossil fuels in emerging markets.
Full Supply Chain Exposure
From mining raw materials to building advanced reactors, this collection gives you access to every stage of the nuclear industry's value chain as global adoption accelerates.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Walmart Succession Plan Explained | Market Effects
Walmart announced a CEO transition, with veteran John Furner taking the helm, which could create opportunities for competitors. This leadership change at a retail giant may cause short-term uncertainty, potentially benefiting other major players in the retail space.
Biotech Buyout Candidates (Post-Merck Acquisition)
Merck's $9.2 billion acquisition of Cidara Therapeutics for its antiviral drug pipeline signals a broader industry trend. This creates an investment opportunity in other biotech companies with promising late-stage drugs that could become the next acquisition targets for pharmaceutical giants.
Cybersecurity Stocks Navigate US-China Tensions 2025
A White House memo reportedly accused Alibaba of supporting the Chinese military, intensifying the tech rivalry between the two superpowers. This escalating geopolitical tension highlights a critical need for robust cybersecurity, creating investment opportunities in companies that protect against state-level digital threats.