-
Quanta Services Inc. (PWR)
-
Cameco Corporation (CCO)
-
BWX Technologies Inc. (BWXT)
-
Constellation Energy Corporation (CEG)
Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?
Greg
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?
Greg
5i Research Answer:
CCO is involved in uranium mining which is the key input in nuclear energy. The space is still quite early on, especially on the SMR side. RYCEY is developing small nuclear reactors. SMR is more of a direct play to small modular reactors. BWXT supplies components to the sector. PWR and CEG are involved in the space to an extent. It is still a very new space and many of the pure play companies involved in nuclear power are very small.