Sprott Uranium Miners ETF (URNM)
How Electricity Trends Could Favor Uranium Miners
With disruptions in the oil sector continuing to stretch into the summer, nuclear energy is mounting an increasingly compelling use case. It is one of a few reasons why now may be a good time to increase your portfolio's uranium exposure.
URNM: Extracting Value From The 'Nuclear Renaissance'
I rate Sprott Uranium Miners ETF a BUY, expecting a decade-long uranium supply-demand imbalance to drive returns. URNM offers concentrated, levered exposure to uranium miners, with higher volatility and potential upside versus broader ETFs like URA. URNM's portfolio favors producers and safer jurisdictions, minimizing dilution and geopolitical risk while maximizing leverage to uranium prices.
URNM: The Right Theme, Wrong Layer Of The Supply Chain
Sprott Uranium Miners ETF's portfolio is heavily concentrated in miners like Cameco, missing critical exposure to tightening enrichment and conversion segments. Equities within URNM have priced in significant optimism, diverging from underlying uranium prices and creating an unattractive entry point. Strategic capital and policy support are flowing to enrichment, not mining, leaving URNM misaligned with the most acute supply chain bottleneck.
2 Nuclear ETFs Positioned to Capture AI's Power Demand Surge in 2026
Uranium miners have run hard into 2026. The Sprott Uranium Miners ETF (NYSE:URNM) is up 26% year to date and 119% over the past year, while the VanEck Uranium and Nuclear ETF (NYSEARCA:NLR | NLR Price Prediction) has gained 18% YTD and 98% over the same stretch.
Sprott's New ETF Targets Rare Earths Outside China As AI Boom Accelerates
Sprott launches an ETF offering targeted exposure to global rare earth companies amid rising AI demand and supply chain shifts away from China.
Nuclear's Pullback: A Generational Buying Opportunity?
Surging electricity demand from data centers and artificial intelligence is creating a substantial new market for reliable, carbon-free baseload power.
Brookstone Capital Management Increases Holdings in Sprott Uranium Miners ETF $URNM
Brookstone Capital Management boosted its stake in shares of Sprott Uranium Miners ETF (NYSEARCA:URNM) by 62.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,732 shares of the company's stock after buying an additional 9,882 shares during the period. Brookstone Capital Management
URNM: Strong Government And Private Push For Nuclear Revival
The Sprott Uranium Miners ETF offers an attractive exposure to companies engaged in the uranium supply chain. Unprecedented build-out of AI infrastructure along with public and private engagement with the industry players ensures a solid foundation for uranium demand. I believe that the URNM ETF could deliver strong upside in 2026 amid the structural shift in the electricity demand profile and the strategic initiative to revive the U.S. nuclear industry.
Renaming of Index Tracked by Sprott Uranium Miners ETF (URNM)
Following Acquisition by VettaFi, the Index Tracked by URNM Will Be Called the VettaFi Global Uranium Miners Index (URNMX) Following Acquisition by VettaFi, the Index Tracked by URNM Will Be Called the VettaFi Global Uranium Miners Index (URNMX)
Oil Instability Powers Interest in Uranium & Nuclear Energy
It should go without saying that the escalating conflict in the Middle East is having reverberating consequences across the globe. Of course, this includes different sectors of the global markets, and the energy sector in particular.
Bleakley Financial Group LLC Acquires 19,717 Shares of Sprott Uranium Miners ETF $URNM
Bleakley Financial Group LLC raised its holdings in Sprott Uranium Miners ETF (NYSEARCA:URNM) by 35.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,206 shares of the company's stock after purchasing an additional 19,717 shares during the period. Bleakley Financial
URNM: Supply And Demand Squeeze, Long Term Drivers Pressured By Valuation
Sprott Uranium Miners ETF surged in 2025, outperforming energy peers amid a looming uranium supply crunch and AI-driven demand catalysts. URNM is highly concentrated, with 79% in its top 10 holdings, and faces elevated expense ratios and average dividend yield, but strong technical momentum. Short-term uranium supply is constrained by Kazatomprom's 10% production cut and U.S. sanctions, while AI hyperscalers drive long-term nuclear demand.
Osaic Holdings Inc. Has $8.28 Million Stock Holdings in Sprott Uranium Miners ETF $URNM
Osaic Holdings Inc. decreased its holdings in shares of Sprott Uranium Miners ETF (NYSEARCA:URNM) by 37.8% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 172,614 shares of the company's stock after selling 104,738 shares during the quarter.
Sprott Uranium Miners ETF $URNM Shares Sold by Arvest Investments Inc.
Arvest Investments Inc. lowered its holdings in Sprott Uranium Miners ETF (NYSEARCA:URNM) by 23.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,729 shares of the company's stock after selling 13,227 shares during the period. Arvest Investments Inc. owned about 0.13% of
Will 2026 Be the Year of Uranium?
November may have been a difficult month for the uranium market, but better days could be on the horizon. Recently, Jacob White, CFA, ETF product manager at Sprott Asset Management, released a report breaking down where things stand for the uranium market.
URNM: May Be On The Verge Of A Bull Run
URNM ETF provides exposure to companies engaged in the uranium market, which is undergoing a structural shift. The uranium supply deficit is expected to sharpen, which could provide a multi-decade bull run for uranium prices. My Buy call on the URNM ETF is based on production challenges, underpinned by long-term expansion plans for nuclear power capacity and a solid AI infrastructure push.
Changes to Index Tracked by Sprott Uranium Miners ETF (URNM)
North Shore Global Uranium Mining Index methodology amendments seek to improve liquidity and ETF tracking North Shore Global Uranium Mining Index methodology amendments seek to improve liquidity and ETF tracking
URNM: Diversified Exposure To Leading Uranium Producers
Sprott Uranium Miners ETF has surged over 125% since April 2025, driven by strong uranium price momentum and sector tailwinds. URNM offers diversified exposure to leading uranium producers like CCJ and Kazatomprom, plus smaller miners benefiting from explosive rallies. The ETF is liquid, yields 2.13%, and boasts top momentum and liquidity grades, though it faces volatility and expense ratio concerns.
URNM: Expecting A Pause After A Double Off The April Low
Sprott Uranium Miners ETF has doubled since April 2025, outperforming the S&P 500 amid surging nuclear power demand and the AI-driven electricity boom. URNM is rated Hold, as it trades near key resistance at $60; a consolidation is expected after a 119% rally from April lows. The ETF offers pure-play uranium exposure, strong recent momentum, and high non-US weighting but carries high risk, concentration, and a steep expense ratio.
A Huge Bet on Uranium: Why Traders Are Piling Into the URNM ETF
On Monday, July 21, the uranium market experienced a notable event. Traders acquired over 25,000 call options on the Sprott Uranium Miners ETF NYSEARCA: URNM, driving volume up by 873% compared to its daily average (approximately 3,519 options contracts per day).