Uranium, Enrichment & Small Modular Reactors

Nuclear fuel and small-reactor developers are a narrow slice of the nuclear theme. This basket holds the fuel-cycle and reactor-design names, not the utilities or large-cap power-equipment names that other portfolios hold. Supply-security policy and volatile tape favor a basket tied to domestic fuel supply. Launch basket (equal weight): CCJ, LEU, UEC, UUUU, OKLO, SMR, BWXT Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.