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Austin Smith
Wed, March 18, 2026 astatine 5:35 AM CDT 6 min read
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Global X Uranium ETF (URA) has $7.6B successful assets and returned 120% implicit the past year, anchored by Cameco astatine 24% weight; Range Nuclear Renaissance Index ETF (NUKZ) dispersed crossed reactor builders, utilities, and modular reactor developers with $875M successful assets and 73% yearly returns; Themes Uranium & Nuclear ETF (URAN) blends uranium miners and atomic utilities astatine a 0.35% disbursal ratio with $30.6M successful assets and 74% yearly returns.
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AI information halfway request is driving grounds U.S. powerfulness depletion maturation done 2027, positioning atomic arsenic a reliable zero-carbon vigor root that is gaining marketplace stock successful the procreation mix.
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The U.S. Energy Information Administration projected successful March 2026 that American powerfulness request volition ascent to a caller grounds successful 2026 and support rising done 2027, driven mostly by AI information centers. Nuclear is 1 of the fewer vigor sources positioned to sorb that load reliably, and its stock of the procreation premix is forecast to tick up. That structural displacement is already disposable successful the market, with the 3 ETFs beneath posting beardown gains implicit the past twelvemonth arsenic the underlying thesis continues to build.
Global X Uranium ETF (NYSEARCA:URA) is the class anchor. Launched successful November 2010, it has grown to $7.6 cardinal successful assets, making it by acold the largest and astir liquid nuclear-themed money disposable to retail investors — a meaningful vantage for investors who request to determination successful and retired of positions without slippage. That standard and longevity person made URA the default benchmark for the uranium trade, and its show reflects it: the money has returned 120% implicit the past twelvemonth arsenic uranium request expectations reset higher, and remains up 15% year-to-date successful 2026 contempt broader marketplace volatility. Its 0.69% disbursal ratio reflects its presumption arsenic the category's established standard-bearer.
The portfolio is built astir the uranium proviso concatenation alternatively than the powerfulness grid. Cameco holds a 24% weight, making it the azygous largest position, followed by NexGen Energy, Uranium Energy Corp, and Kazatomprom, the world's largest uranium shaper by volume. The Sprott Physical Uranium Trust besides appears successful the apical ten, giving investors a portion of carnal uranium vulnerability alongside the miners. This is simply a money that profits astir straight erstwhile uranium prices rise, due to the fact that its holdings are the companies extracting and selling the fuel.
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