Great breakdown! I recently did a deep dive into uranium ETFs and found that most don’t properly diversify or give enough weight to key suppliers and producers, which I think are the backbone of the ecosystem. Even when these companies are included, their allocations are often too small to capture meaningful upside.
So I put together my own ETF-style bundle with a mix of mining (CCJ), fuel enrichment (LEU), reactor development (SMR, OKLO), nuclear infrastructure (BWXT), and power generation (CEG, VST). This way, there’s exposure to the full nuclear value chain, not just one piece of the puzzle.
Great breakdown! I recently did a deep dive into uranium ETFs and found that most don’t properly diversify or give enough weight to key suppliers and producers, which I think are the backbone of the ecosystem. Even when these companies are included, their allocations are often too small to capture meaningful upside.
So I put together my own ETF-style bundle with a mix of mining (CCJ), fuel enrichment (LEU), reactor development (SMR, OKLO), nuclear infrastructure (BWXT), and power generation (CEG, VST). This way, there’s exposure to the full nuclear value chain, not just one piece of the puzzle.