US / UK / Canada · Power & Cooling
Small Modular Reactors
Small reactors promise factory-built firm power, but first-of-a-kind licensing, HALEU fuel and forging capacity push meaningful volume into the 2030s.
HALEU fuel→Forgings→Licence→Module
42
Tightness score ⓘ
#54 of 56
■ Stable
Lead time
60–120 mo
Theme 1M
−19.6%% in uptrend
0%Metric to watch
NRC licensing milestones, first-concrete dates, and HALEU supply agreements.
What would prove us wrong
Strengthens if a first unit reaches commercial operation on schedule and on budget.
SMR theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| OKLO Oklo |
Advanced fission developer | NYSE US |
$25.25 | −5.82% | −30.1% | −38.7% | −64.8% | −81.6% | 2026-11-06 | |
| SMR NuScale Power |
Licensed SMR design | NYSE US |
$5.62 | −5.07% | −27.9% | −37.6% | −60.3% | −87.5% | 2026-11-05 | |
| BWXT BWX Technologies |
Naval reactors, fuel and components | NYSE US |
$130.7 | −5.24% | −4.5% | −24.7% | −24.1% | −45.0% | 2026-11-02 | |
| RR.L Rolls-Royce |
SMR programme plus power systems | LSE UK |
1,239.4p | −3.17% | −15.8% | −17.7% | +7.8% | −21.1% | — |
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