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 (-3,16 %) , $LEU (-5,39 %) , $CCO (-2,45 %) , and $NXE (-0,24 %) 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 (-2,6 %) is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (-1,23 %) (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 (+0,3 %) , $CRML (-0,99 %) , $IVN (+0,22 %) , and $WPM (+0,08 %) 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 (-3,37 %) , $LAC (-1,95 %) , $SGML (-3,85 %) , and $SLI (-0,55 %) — 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.
