I see it as a strong play on America's growing need for energy infrastructure.
The name I'd single out is Oklo. It's a unique play on small modular reactors, which can be built faster and sized for more specific power needs.
The hurdle is the system already in place. Oil is still king, nearly everything runs on fossil fuels, and that habit is sticky.
— Bartholomew Chupka Jr., October 6, 2026
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | GEVSpecialty Industrial Machinery | GE Vernova Inc. | 69.4 |
| 2 | BWXTAerospace & Defense | BWX Technologies, Inc. | 58.2 |
| 3 | VSTUtilities - Independent Power Producers | Vistra Corp. | 49.2 |
| 4 | TLNUtilities - Independent Power Producers | Talen Energy Corporation | 36.6 |
| 5 | CCJUranium | Cameco Corporation | 29.9 |
| 6 | LEUUranium | Centrus Energy Corp. | 22.6 |
| 7 | UUUUUranium | Energy Fuels Inc. | 14.4 |
| 8 | FLREngineering & Construction | Fluor Corporation | 13.6 |
| 9 | UECUranium | Uranium Energy Corp. | 12.3 |
| 10 | NXEUranium | NexGen Energy Ltd. | 10.2 |
The 10 members report under 5 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 10 scored members, against every stock the model scores:
| Pillar | Nuclear & Uranium | Market | Read |
|---|---|---|---|
| Quality | 40.3 | 57.7 | 17.4 below |
| Growth | 48.4 | 58.0 | 9.6 below |
| Value | 18.9 | 38.4 | 19.5 below |
Pillars run 0–100, and Value is judged against sector peers. A low Value reading means this group is expensive relative to what it earns, not that the businesses are weak.
A few names carry this list. GEV reaches 69.4 while the median sits down at 26.3, nearer NXE at 10.2 than the top. A theme is a thesis, not a quality filter — membership says a company is exposed to Nuclear & Uranium, and the score says what the model makes of the business.
Across the 8 Nuclear & Uranium names with a reading, the median forward earnings estimate is rising — +1.6% over 90 days, ahead of the market (+0.5%). The split is one-sided: 4 of the 8 moving up against 2 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 8 of 13 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
Nuclear and uranium are a bet on nuclear power becoming more accessible, and on it meeting more of our largest energy needs. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 8 Nuclear & Uranium names with a reading, the median forward earnings estimate is rising — +1.6% over 90 days, ahead of the market (+0.5%). The split is one-sided: 4 of the 8 moving up against 2 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.