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Which ETFs track nuclear energy stocks?

AlphaOS investment intelligence · Research and education only — not investment advice · Updated Jul 5, 2026

Several ETFs provide exposure to nuclear energy stocks, with the Global X Uranium ETF (URA) and the Sprott Uranium Miners ETF (URNM) being the most prominent and directly focused on the uranium mining and nuclear fuel cycle sectors. These ETFs offer investors a diversified way to access companies involved in uranium exploration, mining, enrichment, and nuclear power generation, reflecting the growing interest in nuclear energy as a clean and reliable power source.

Key Takeaways

  • The Global X Uranium ETF (URA) is a leading ETF for nuclear energy exposure, tracking the Solactive Global Uranium & Nuclear Components Total Return Index.
  • The Sprott Uranium Miners ETF (URNM) is another significant player, focusing specifically on companies involved in uranium mining.
  • Both URA and URNM provide diversified exposure to the nuclear fuel cycle, including uranium exploration, mining, and related services.
  • URA holds a broader range of companies, including those involved in nuclear components and power generation, in addition to uranium miners.
  • URNM is more concentrated on pure-play uranium mining companies, offering a more direct bet on the price of uranium.
  • Other broader clean energy or infrastructure ETFs may have minor allocations to nuclear energy companies but are not primarily focused on the sector.
  • Investor interest in nuclear energy ETFs has surged due to global decarbonization efforts and energy security concerns.
  • These ETFs offer a liquid and accessible way to invest in the nuclear energy theme without direct stock picking.

Evidence & Analysis

  • URA's top holdings as of late 2023 included Cameco Corp (CCJ), NexGen Energy Ltd (NXE), and Yellow Cake PLC (YCA).
  • URNM's portfolio is heavily weighted towards uranium miners, with top holdings often mirroring URA's but with a higher concentration in mining pure-plays.
  • The Solactive Global Uranium & Nuclear Components Total Return Index, tracked by URA, includes companies from uranium mining, nuclear components, and nuclear power generation.
  • Sprott Asset Management, the issuer of URNM, is a specialist in precious metals and real assets, bringing expertise to the uranium sector.
  • Global X ETFs are known for their thematic investment products, with URA being one of their flagship offerings in the energy sector.

Key Companies

URA

Global X Uranium ETF

Primary ETF tracking the nuclear energy and uranium sector.

URNM

Sprott Uranium Miners ETF

Focused ETF providing exposure to uranium mining companies.

CCJ

Cameco Corporation

Largest publicly traded uranium producer, a significant holding in both URA and URNM.

NXE

NexGen Energy Ltd.

Uranium exploration and development company, often a top holding in nuclear energy ETFs.

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Generated by AlphaOS from the Knowledge Graph, earnings intelligence, and industry analysis. Content is for research and education only — not investment advice.