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 3 July 2026
Uranium & Nuclear is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 23.8% over the past month and 17.0% year to date. No stocks are above their 50-day average. On 3-month relative strength, OKLO.US, NNE.US and SMR.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
- XE.US-6.95%-0.63%
- DNN.US+3.90%+0.35%
- SMR.US-3.84%-0.35%
Top 3 account for 51% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1OKLO.US+9
- 2NNE.US+5
- 3SMR.US+6
- 4BWXT.US0
- 5LEU.US+3
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 | $191.06 | -0.10% | 9.1% | -0.01% |
CCJ.US | Cameco Corp | $96.54 | -0.87% | 9.1% | -0.08% |
DNN.US | DNN | $3.20 | +3.90% | 9.1% | +0.35% |
LEU.US | LEU | $162.13 | -2.53% | 9.1% | -0.23% |
NNE.US | Nano Nuclear Energy Inc. Common Stock | $20.03 | -3.47% | 9.1% | -0.32% |
NXE.US | NXE | $9.63 | +1.90% | 9.1% | +0.17% |
OKLO.US | OKLO | $52.36 | -0.17% | 9.1% | -0.02% |
SMR.US | Nuscale Power Corp | $9.76 | -3.84% | 9.1% | -0.35% |
UEC.US | UEC | $10.77 | +2.09% | 9.1% | +0.19% |
UUUU.US | UUUU | $13.81 | -2.88% | 9.1% | -0.26% |
XE.US | X-Energy, Inc. Class A Common Stock | $17.27 | -6.95% | 9.1% | -0.63% |
BWXT.US
BWX Technologies Inc
- Last
- $191.06
- 1D
- -0.10%
- Weight
- 9.1%
- Contribution
- -0.01%
CCJ.US
Cameco Corp
- Last
- $96.54
- 1D
- -0.87%
- Weight
- 9.1%
- Contribution
- -0.08%
DNN.US
DNN
- Last
- $3.20
- 1D
- +3.90%
- Weight
- 9.1%
- Contribution
- +0.35%
LEU.US
LEU
- Last
- $162.13
- 1D
- -2.53%
- Weight
- 9.1%
- Contribution
- -0.23%
NNE.US
Nano Nuclear Energy Inc. Common Stock
- Last
- $20.03
- 1D
- -3.47%
- Weight
- 9.1%
- Contribution
- -0.32%
NXE.US
NXE
- Last
- $9.63
- 1D
- +1.90%
- Weight
- 9.1%
- Contribution
- +0.17%
OKLO.US
OKLO
- Last
- $52.36
- 1D
- -0.17%
- Weight
- 9.1%
- Contribution
- -0.02%
SMR.US
Nuscale Power Corp
- Last
- $9.76
- 1D
- -3.84%
- Weight
- 9.1%
- Contribution
- -0.35%
UEC.US
UEC
- Last
- $10.77
- 1D
- +2.09%
- Weight
- 9.1%
- Contribution
- +0.19%
UUUU.US
UUUU
- Last
- $13.81
- 1D
- -2.88%
- Weight
- 9.1%
- Contribution
- -0.26%
XE.US
X-Energy, Inc. Class A Common Stock
- Last
- $17.27
- 1D
- -6.95%
- Weight
- 9.1%
- Contribution
- -0.63%
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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Back to all US sectorsMethodology
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.