Global X Uranium ETF

URA

Market cap $5.91B

On Oct 10, 2025, Wall Street saw about $2 trillion in market value wiped out. However, ETFs like SIVR, TAIL, URA, PZA, and VNM held steady.

For years, nuclear energy has been pushed to the sidelines, grappling with a tarnished reputation. The catastrophic meltdown at Fukushima left many questioning whether this powerful energy source was truly worth the risk.

Global X Uranium ETF remains one of my top nuclear energy plays, up over 25% since July and still a strong buy recommendation. URA offers diversified exposure to uranium miners and innovators like Cameco (CCJ) and Oklo (OKLO), with a higher risk/reward profile than peers. Secular tailwinds from global nuclear expansion, AI-driven energy demand, and U.S. policy support drive the bullish long-term thesis for URA.

Global X Uranium ETF is a strong buy, benefiting from AI-driven demand for continuous, reliable nuclear power for data centers. AI's insatiable energy needs are driving hyperscalers like Microsoft and Meta to secure long-term nuclear power contracts, bypassing intermittent renewables. URA's portfolio is concentrated in uranium producers and innovators like Cameco and Oklo, capturing both stability and future growth potential.

With Global X Uranium ETF you have a hybrid exposure of about 90% behind the nuclear sector, and 10% spot on uranium. It has more momentum than the uranium spot price and uranium miners. Its peer on the market is NLR, with slightly lower performance. The catalysts are on the side of energy demand and politics, with growing awareness of nuclear power.

Nuclear and uranium stocks have surged as power demand grows, boosted by government policies, global electrification, and AI spending. The IAEA projects global nuclear capacity to grow by more than 160% by 2050 as it becomes indispensable to achieving clean energy ambitions. $3 trillion of investment would be needed to solve global power shortages in the next 25 years, according to Bank of America.

In 2025, the best-performing ETF themes include gold and silver mining (SLVP, RING), bitcoin miners (WGMI), uranium (URA) and defense (EUAD, SHLD).

Alternative and renewable energy sources have faced some notable uncertainty this year, it must be said. However, while government policy support has dropped off for areas like wind and solar, not all renewable energy sources face such complicated outlooks.

Nuclear ETFs like NLR, URA and URAN surge in 2025 as Trump's policy push, rising uranium prices and SMR deployment fuel solid gains.

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.