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CCO:CC - NLR Is A Pretty Diluted Bet On Nuclear Energy
Cameco Corporation
While nuclear energy might be interesting right now, NLR, which holds stocks that have various degrees of exposure to the nuclear supply chain, is not a great way to bet.
NLR is primarily a utilities bet, where companies will have some nuclear exposure, but it won't be active enough to deal with political considerations.
With political considerations being central to making good nuclear picks, we'd look elsewhere in the ETF space to play nuclear.