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15 handpicked stocks

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.

Author avatar

Han Tan | Market Analyst

Published on July 1

Your Basket's Financial Footprint

Interpretation of a stock basket's market capitalisation and investor takeaways

Key Takeaways for Investors:
  • 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.
Total Market Cap
  • SMR: $10.93B

  • CCJ: $36.04B

  • LEU: $6.86B

  • Other

About This Group of Stocks

1

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.

2

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.

3

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.

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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.

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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.

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