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Nuclear and AI Power Stocks by Market Cap
Nuclear operators, small modular reactor developers and data centre power and cooling suppliers, ranked by market cap. 18 companies listed, worth $1.592T combined.
| # | Company | Market Cap | Price | Change |
|---|---|---|---|---|
| 1 | $253.840B | $953.09 | -5.81% | |
| 2 | $175.681B | $84.22 | -1.77% | |
| 3 | $162.911B | $419.44 | -8.68% | |
| 4 | $103.257B | $89.76 | -2.35% | |
| 5 | $101.959B | $463.40 | -4.25% | |
| 6 | $101.564B | $263.81 | -6.39% | |
| 7 | $99.036B | $279.52 | +0.42% | |
| 8 | $95.038B | $121.89 | -1.06% | |
| 9 | $92.721B | $616.73 | -8.03% | |
| 10 | $87.427B | $144.33 | -6.74% | |
| 11 | $67.157B | $123.36 | -0.18% | |
| 12 | $58.849B | $66.91 | -1.75% | |
| 13 |  Vistra Corp.VST·NYQ | $46.999B | $140.03 | -3.37% |
| 14 | $46.759B | $107.36 | +8.74% | |
| 15 | $45.784B | $44.44 | -0.96% | |
| 16 | $24.414B | $116.14 | -3.05% | |
| 17 | $14.676B | $306.29 | -14.42% | |
| 18 | $14.033B | $153.16 | -9.75% |
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Frequently asked questions
- Why are power companies considered AI stocks?
- Training and serving large AI models consumes enormous electricity, and data centre operators have signed long-term agreements with nuclear and independent power producers to secure firm, low-carbon supply. That has re-rated a set of utilities and reactor developers.
- What is a small modular reactor?
- A small modular reactor, or SMR, is a factory-built nuclear reactor far smaller than a conventional plant. Developers such as Oklo and NuScale are targeting data centres as early customers, though most designs are not yet generating commercially.