Global X Uranium ETF

URA

Market cap $6.75B

Thematic ETF assets climbed 49.6% through the first 11 months of 2025, reaching $467.93 billion by the end of November, according to research from ETFGI. Investors moved money into funds targeting specific investment themes rather than broad market exposure.

URA provides concentrated exposure to the uranium cycle, reflecting the structural return of nuclear energy and the growing strategic importance of uranium within the global energy mix. The ETF is heavily driven by a small group of key holdings, making performance highly sensitive to uranium prices, nuclear policy developments, and supply security dynamics. Strong momentum has lifted URA well above broader market returns, highlighting renewed investor interest, but also underscoring the ETF's inherently volatile and cyclical nature.

Global X Uranium ETF offers diversified exposure to uranium producers, junior miners, and physical uranium, capturing the nuclear energy resurgence. Nuclear energy is increasingly recognized as essential for meeting rising electricity demand and clean-energy goals, with global policy momentum favoring reactor expansion. URA's global diversification mitigates regional regulatory and political risks, while its holdings benefit from both rising uranium prices and long-term demand growth.

CNBC's “Power Lunch” team discusses energy markets, Trump Media's merger with fusion company TAE Technologies and more with Tyler Rosenlicht, head of natural resource equities at Cohen & Steers.

Global X Management Company has launched the Global X Gold Miners ETF (AUAU) Wednesday, tracking companies involved in gold and silver mining as the precious metal trades near record highs. The launch comes as gold miners posted triple-digit returns in 2025, outpacing gold's own advance.

Nuclear energy's resurgence supports a bullish outlook for Global X Uranium ETF and VanEck Uranium & Nuclear ETF. Both URA and NLR receive buy ratings, with URA offering greater diversification and NLR providing lower expenses and tracking error. Political shifts and AI-driven energy demand are driving renewed interest in nuclear power, making uranium ETFs attractive despite inherent risks.

The Global X Uranium ETF (URA) has retraced 50% of its recent rally, presenting a potential buying opportunity amid strong nuclear power demand. URA benefits from the AI-driven surge in power needs, global nuclear sentiment shifts, and technological advances like small modular reactors. Despite high volatility and speculative holdings, URA's fundamentals are improving as nuclear energy becomes essential for data centers and global energy needs.

ETF Action founding partner Mike Akins says thematic ETFs could be headed for a comeback thanks to the explosive growth of AI. He digs into what's behind the revolution and why he thinks they could also replace sectors.

The renewable energy industry faced numerous challenges in 2025, including a rollback of clean energy tax credits, the imposition of new restrictions, and other hurdles. Investments in wind and solar fell 18% year-over-year (YOY) for the first half of 2025.

CNBC's “Fast Money” team discusses the nuclear and uranium trade as well as AI data centers.