This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and AI supply chains.
Let’s break it down 👇
⚛️ Nuclear Energy & Uranium:
The U.S. wants energy independence — and that means uranium.
Names like $UUUU (-2.23%) , $LEU (-0.09%) , $CCO (+0.02%) , and $NXE (+0%) are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone.
🔋 Batteries & Energy Storage:
$TSLA (+0.22%) is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (+0.3%) (solid-state tech).
These are the quiet enablers of the EV and grid storage boom — and every megawatt stored is national security now.
🪨 Rare Earths & Strategic Metals:
China controls 70%+ of this market — and the U.S. wants out.
Morgan Stanley highlights $MP (-0.16%) , $CRML (-5.71%) , $IVN (+0%) , and $WPM (+2.89%) as key players in securing rare earth supply chains critical for chips, missiles, and EVs.
⚡ Lithium:
Without lithium, there is no clean energy transition.
Watch $ALB (+0.38%) , $LAC (-2.79%) , $SGML , and $SLI (-1.65%) — these are the lifelines for the world’s next battery superpowers.
💡 The takeaway:
This “National Security Index” isn’t just about defense — it’s about control of the future’s raw power: energy, data, and materials.
And the firms on this list aren’t just suppliers — they’re the gatekeepers of U.S. sovereignty in a world of rising geopolitical tension.
If you’re betting on where the big government money flows next… this might be your roadmap.
