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Clean baseload for hyperscaler campuses — SMRs and uranium miners.
OKLO | SMR | LEU | CCJ | BWXT | NNE | UEC | UUUU | |
|---|---|---|---|---|---|---|---|---|
| OKLO | · | 0.81 | 0.67 | 0.53 | 0.59 | — | — | 0.52 |
| SMR | 0.81 | · | 0.63 | 0.54 | 0.46 | — | — | 0.48 |
| LEU | 0.67 | 0.63 | · | 0.53 | 0.51 | — | — | 0.54 |
| CCJ | 0.53 | 0.54 | 0.53 | · | 0.58 | — | — | 0.63 |
| BWXT | 0.59 | 0.46 | 0.51 | 0.58 | · | — | — | 0.58 |
| NNE | — | — | — | — | — | · | — | — |
| UEC | — | — | — | — | — | — | · | — |
| UUUU | 0.52 | 0.48 | 0.54 | 0.63 | 0.58 | — | — | · |
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.