SMRs & Advanced Nuclear

Small modular reactors. Still pre-revenue at most names, but the long-cycle AI nuclear thesis.

Players

Players: Oklo OKLO, NuScale SMR, BWX Technologies BWXT, NANO Nuclear Energy NNE, X-energy Private, TerraPower Gates-backed, GE Hitachi BWRX-300 GEV, Holtec Private, Last Energy Private, Kairos Power Private, Westinghouse (AP300) Brookfield/Cameco, Aalo Atomics Private