Top Nuclear Stocks And ETFs For 2025
Nuclear power is gaining renewed attention as countries push for cleaner energy and long-term supply security. But where should investors be looking?
My top nuclear stocks and ETFs are Cameco (CCJ), Exelon (EXC), and the VanEck Uranium & Nuclear ETF (NLR).
These offer broad-spectrum exposure from uranium mining and fuel services to utility-level power generation and full supply chain coverage through a diversified fund.
These investments stand out because Cameco controls high-grade uranium assets and fuel-cycle infrastructure, Exelon supplies stable, carbon-free baseload (with a sharp rise in data-center PPAs), and NLR is a broad-exposure ETF containing uranium producers, utilities, and technology firms.
Industry Outlook
The industry outlook is bullish. This is largely driven by nuclear energy’s status as a strategic geopolitical asset, plus rising global energy needs with not enough clean energy to fill the demand gap as countries pursue their sustainability goals.
Global capacity is projected to expand by 40%-150% by 2050, with strong policy backing in the form of US incentives and streamlined regulatory pathways. Surging demand from AI and data centers is fueling a wave of long-term power purchase agreements.
Traditional risks of large-scale reactor delays are being reduced by modular reactor designs and more flexible financing models.
The information provided in this article is for informational purposes only and does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. Always conduct your own research before making any investment decisions.