Clean baseload for hyperscaler campuses - SMRs and uranium miners.
CCJ | UEC | UUUU | LEU | NNE | OKLO | SMR | BWXT | |
|---|---|---|---|---|---|---|---|---|
| CCJ | · | 0.75 | 0.68 | 0.58 | 0.55 | 0.55 | 0.58 | 0.50 |
| UEC | 0.75 | · | 0.75 | 0.59 | 0.57 | 0.61 | 0.63 | 0.45 |
| UUUU | 0.68 | 0.75 | · | 0.59 | 0.58 | 0.62 | 0.57 | 0.40 |
| LEU | 0.58 | 0.59 | 0.59 | · | 0.67 | 0.72 | 0.69 | 0.52 |
| NNE | 0.55 | 0.57 | 0.58 | 0.67 | · | 0.80 | 0.75 | 0.46 |
| OKLO | 0.55 | 0.61 | 0.62 | 0.72 | 0.80 | · | 0.80 | 0.53 |
| SMR | 0.58 | 0.63 | 0.57 | 0.69 | 0.75 | 0.80 | · | 0.46 |
| BWXT | 0.50 | 0.45 | 0.40 | 0.52 | 0.46 | 0.53 | 0.46 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.
Daily net ETF creations minus redemptions across primary ETFs in the bubble. Green = capital in, red = capital out. Computed nightly from issuer NAV + shares-outstanding data.