Rank
|
Company Name
|
Ticker
|
Weight
|
---|---|---|---|
1
|
Cameco Corporation
|
CCJ
|
19.56%
|
2
|
Oklo Inc.
|
OKLO
|
15.86%
|
3
|
Uranium Energy Corp.
|
UEC
|
5.84%
|
4
|
Centrus Energy Corp.
|
LEU
|
5.63%
|
5
|
Sprott Physical Uranium Trust Units
|
U.U
|
5.07%
|
6
|
NuScale Power Corporation
|
SMR
|
4.78%
|
7
|
NexGen Energy Ltd.
|
NXE
|
4.48%
|
8
|
Energy Fuels Inc.
|
UUUU
|
3.98%
|
9
|
National Atomic Company Kazatomprom JSC
|
KAP
|
3.54%
|
10
|
Denison Mines Corp.
|
DML
|
2.47%
|
In case you want to know URA vs VST YTD:
Why is VST not in URA (from Grok):
- VST does not generate "large revenues" directly from uranium-related operations; instead, it procures uranium as fuel for its plants (like most utilities). This downstream role in the nuclear fuel cycle doesn't qualify it as a Pure-Play or Non-Pure Play under the index rules.
- While VST benefits from nuclear energy trends (e.g., uranium demand indirectly supports its plants), the index emphasizes upstream uranium exposure, not power utilities.
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