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 15 Oct 2026
Uranium & Nuclear is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 19.8% over the past month and 42.0% year to date. No stocks are above their 50-day average. On 3-month relative strength, CCJ.US, NXE.US and XE.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
- LEU.US-10.67%-0.97%
- SMR.US-10.17%-0.92%
- UUUU.US-10.03%-0.91%
Top 3 account for 37% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1CCJ.US+6
- 2NXE.US+4
- 3XE.US-
- 4LEU.US+1
- 5UEC.US+4
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 | $134.44 | -3.18% | 9.1% | -0.29% |
CCJ.US | Cameco Corp | $81.47 | -5.43% | 9.1% | -0.49% |
DNN.US | Denison Mines Corp | $2.16 | -7.30% | 9.1% | -0.66% |
LEU.US | LEU | $119.95 | -10.67% | 9.1% | -0.97% |
NNE.US | Nano Nuclear Energy Inc. Common Stock | $13.01 | -9.34% | 9.1% | -0.85% |
NXE.US | NXE | $8.08 | -4.60% | 9.1% | -0.42% |
OKLO.US | Oklo Inc. | $29.04 | -8.62% | 9.1% | -0.78% |
SMR.US | Nuscale Power Corp | $5.83 | -10.17% | 9.1% | -0.92% |
UEC.US | UEC | $7.70 | -6.55% | 9.1% | -0.60% |
UUUU.US | UUUU | $8.34 | -10.03% | 9.1% | -0.91% |
XE.US | X-Energy, Inc. Class A Common Stock | $11.64 | -8.49% | 9.1% | -0.77% |
BWXT.US
BWX Technologies Inc
- Last
- $134.44
- 1D
- -3.18%
- Weight
- 9.1%
- Contribution
- -0.29%
CCJ.US
Cameco Corp
- Last
- $81.47
- 1D
- -5.43%
- Weight
- 9.1%
- Contribution
- -0.49%
DNN.US
Denison Mines Corp
- Last
- $2.16
- 1D
- -7.30%
- Weight
- 9.1%
- Contribution
- -0.66%
LEU.US
LEU
- Last
- $119.95
- 1D
- -10.67%
- Weight
- 9.1%
- Contribution
- -0.97%
NNE.US
Nano Nuclear Energy Inc. Common Stock
- Last
- $13.01
- 1D
- -9.34%
- Weight
- 9.1%
- Contribution
- -0.85%
NXE.US
NXE
- Last
- $8.08
- 1D
- -4.60%
- Weight
- 9.1%
- Contribution
- -0.42%
OKLO.US
Oklo Inc.
- Last
- $29.04
- 1D
- -8.62%
- Weight
- 9.1%
- Contribution
- -0.78%
SMR.US
Nuscale Power Corp
- Last
- $5.83
- 1D
- -10.17%
- Weight
- 9.1%
- Contribution
- -0.92%
UEC.US
UEC
- Last
- $7.70
- 1D
- -6.55%
- Weight
- 9.1%
- Contribution
- -0.60%
UUUU.US
UUUU
- Last
- $8.34
- 1D
- -10.03%
- Weight
- 9.1%
- Contribution
- -0.91%
XE.US
X-Energy, Inc. Class A Common Stock
- Last
- $11.64
- 1D
- -8.49%
- Weight
- 9.1%
- Contribution
- -0.77%
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.