Sector
Energy
Data centers are driving electricity demand after decades of flat growth: gas turbines, nuclear, fuel cells and the grid. Nuclear names react strongly to regulation and power contracts.
Stocks
- GEVGE VernovaWatch
Gas turbines, grid equipment and wind power, central to the build-out of electricity for data centers.
- CEGConstellation EnergyAvoid
The largest US operator of nuclear plants, selling carbon-free power, including long-term deals with tech companies.
- VSTVistraWatch
US power generator with nuclear, gas and solar plants and a retail electricity business.
- CCJCamecoWatch
One of the world's largest uranium producers, with a stake in nuclear fuel services and Westinghouse.
- OKLOOkloAvoid
Develops small advanced nuclear reactors (Aurora) to sell power to data centers and industry.
- SMRNuScale Power
Small modular nuclear reactor design, the first with US regulatory design approval.
- BEBloom EnergyAvoid
Solid-oxide fuel cells that generate on-site power, increasingly for data centers.
- LEUCentrus Energy
Nuclear fuel supplier and the only US producer licensed for HALEU enrichment, fuel for advanced reactors.
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