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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.

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Han Tan | Market Analyst

Updated today | Published at July 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SMR

NuScale Power Corp

SMR

Current price

$35.28

As a leading developer of Small Modular Reactors (SMRs), NuScale is positioned to benefit from the trend of adopting smaller, scalable nuclear plants,...

As a leading developer of Small Modular Reactors (SMRs), NuScale is positioned to benefit from the trend of adopting smaller, scalable nuclear plants, similar to the one planned in Myanmar.

CCJ

Cameco Corporation

CCJ

Current price

$75.60

As one of the world's largest uranium producers, Cameco is a direct beneficiary of any expansion in global nuclear capacity driven by new geopolitical...

As one of the world's largest uranium producers, Cameco is a direct beneficiary of any expansion in global nuclear capacity driven by new geopolitical energy agreements.

LEU

Centrus Energy Corp

LEU

Current price

$177.69

Supplies enriched uranium fuel, a critical component for new nuclear reactors worldwide, including those in emerging markets seeking to build out thei...

Supplies enriched uranium fuel, a critical component for new nuclear reactors worldwide, including those in emerging markets seeking to build out their energy infrastructure.

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.

Group Performance Snapshot

9 of 9

Stocks Rated Buy by Analysts

9 of 9 assets in this group are rated Buy by professional analysts.

11.4% vs 4%

Group Growth vs Bank interest

This group averaged a 11.4% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

💼

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.

Why Invest with Nemo Money?

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6% Interest on Cash

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