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Clean baseload for hyperscaler campuses - SMRs and uranium miners.
LEU | NNE | OKLO | SMR | CCJ | UEC | UUUU | BWXT | |
|---|---|---|---|---|---|---|---|---|
| LEU | · | 0.67 | 0.73 | 0.70 | 0.58 | 0.59 | 0.58 | 0.51 |
| NNE | 0.67 | · | 0.80 | 0.75 | 0.55 | 0.56 | 0.55 | 0.48 |
| OKLO | 0.73 | 0.80 | · | 0.80 | 0.55 | 0.60 | 0.60 | 0.54 |
| SMR | 0.70 | 0.75 | 0.80 | · | 0.58 | 0.62 | 0.55 | 0.46 |
| CCJ | 0.58 | 0.55 | 0.55 | 0.58 | · | 0.74 | 0.65 | 0.50 |
| UEC | 0.59 | 0.56 | 0.60 | 0.62 | 0.74 | · | 0.75 | 0.45 |
| UUUU | 0.58 | 0.55 | 0.60 | 0.55 | 0.65 | 0.75 | · | 0.39 |
| BWXT | 0.51 | 0.48 | 0.54 | 0.46 | 0.50 | 0.45 | 0.39 | · |
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.