This tracks how Uranium & Nuclear is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 11 Sept 2026
Uranium & Nuclear is underperforming the S&P 500 but gaining ground (the improving zone of the rotation chart). It is down 7.5% over the past month and 20.0% year to date. 6 of 11 stocks are above their 50-day average. On 3-month relative strength, DNN.US, LEU.US and NXE.US lead the theme.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
Uranium & Nuclear vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
What's underneath the leaders
End of day
Latest-day drivers
- SMR.US-15.67%-1.42%
- OKLO.US-9.18%-0.83%
- LEU.US-8.18%-0.74%
Top 3 account for 50% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1DNN.US+8
- 2LEU.US+5
- 3NXE.US+5
- 4SMR.US+2
- 5CCJ.US0
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
BWXT.US | BWX Technologies Inc | $150.12 | -1.55% | 9.1% | -0.14% |
CCJ.US | Cameco Corp | $96.68 | -0.76% | 9.1% | -0.07% |
DNN.US | Denison Mines Corp | $3.02 | -6.50% | 9.1% | -0.59% |
LEU.US | LEU | $152.31 | -8.18% | 9.1% | -0.74% |
NNE.US | Nano Nuclear Energy Inc. Common Stock | $16.41 | -5.47% | 9.1% | -0.50% |
NXE.US | NXE | $9.85 | -3.53% | 9.1% | -0.32% |
OKLO.US | OKLO | $36.22 | -9.18% | 9.1% | -0.83% |
SMR.US | Nuscale Power Corp | $8.61 | -15.67% | 9.1% | -1.42% |
UEC.US | UEC | $10.45 | -5.17% | 9.1% | -0.47% |
UUUU.US | UUUU | $12.95 | -4.99% | 9.1% | -0.45% |
XE.US | X-Energy, Inc. Class A Common Stock | $14.93 | -5.72% | 9.1% | -0.52% |
BWXT.US
BWX Technologies Inc
- Last
- $150.12
- 1D
- -1.55%
- Weight
- 9.1%
- Contribution
- -0.14%
CCJ.US
Cameco Corp
- Last
- $96.68
- 1D
- -0.76%
- Weight
- 9.1%
- Contribution
- -0.07%
DNN.US
Denison Mines Corp
- Last
- $3.02
- 1D
- -6.50%
- Weight
- 9.1%
- Contribution
- -0.59%
LEU.US
LEU
- Last
- $152.31
- 1D
- -8.18%
- Weight
- 9.1%
- Contribution
- -0.74%
NNE.US
Nano Nuclear Energy Inc. Common Stock
- Last
- $16.41
- 1D
- -5.47%
- Weight
- 9.1%
- Contribution
- -0.50%
NXE.US
NXE
- Last
- $9.85
- 1D
- -3.53%
- Weight
- 9.1%
- Contribution
- -0.32%
OKLO.US
OKLO
- Last
- $36.22
- 1D
- -9.18%
- Weight
- 9.1%
- Contribution
- -0.83%
SMR.US
Nuscale Power Corp
- Last
- $8.61
- 1D
- -15.67%
- Weight
- 9.1%
- Contribution
- -1.42%
UEC.US
UEC
- Last
- $10.45
- 1D
- -5.17%
- Weight
- 9.1%
- Contribution
- -0.47%
UUUU.US
UUUU
- Last
- $12.95
- 1D
- -4.99%
- Weight
- 9.1%
- Contribution
- -0.45%
XE.US
X-Energy, Inc. Class A Common Stock
- Last
- $14.93
- 1D
- -5.72%
- Weight
- 9.1%
- Contribution
- -0.52%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Equal weighted. Equal-weighted basket seeded from US-listed uranium miners and nuclear technology companies, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap. BWXT is also seeded in US Defense. Nuclear-power operators that primarily serve AI data centers (CEG, VST, TLN) are grouped under AI Data Centers & Power, not here.