--- title: "CCJ Cameco" canonical: "https://supercyclehq.com/stock/cameco" type: "stock" dataAsOf: "2026-11-06" ticker: "CCJ" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Cameco (CCJ) Cameco is the top Western uranium producer. ## AI Exposure Score **45/100, Growing.** Cameco mines uranium and owns a stake in Westinghouse, supplying fuel and services to the nuclear fleet. AI data center power demand is now the marginal force behind reactor restarts and new builds, making it a top driver of the uranium thesis. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $71.30 | | Change 1d | +4.35% | | Change 7d | -7.29% | | Change 30d | -18.16% | | Change 1y | -22.57% | | 52-week high | $134.09 | | 52-week low | $68.33 | | Market cap | $31.1B | | P/E | 108.03 | | EPS | $0.66 | | Next earnings | 2026-10-30 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Energy | | Headquarters | Saskatoon, Canada | | CEO | Timothy S. Gitzel | | Employees | 3,000 | | Website | https://www.cameco.com | | Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials), [Power & Energy](https://supercyclehq.com/category/power-energy) | ## What the company does Cameco is the top Western uranium producer. It mines uranium, sells nuclear fuel services, and holds a stake in Westinghouse, giving it reach across the nuclear fuel cycle from ore to reactor services. Its products are elemental rather than digital: uranium supply and nuclear fuel services. What ties them to AI is demand. Data centers need large amounts of reliable, carbon-free power, and nuclear energy has become a favored answer, driving reactor restarts and new build plans that all need fuel. Founded in 1988 and headquartered in Saskatoon, Canada, Cameco trades on the NYSE, is led by CEO Tim Gitzel, and employs roughly 3,000 people. ## Role in the AI buildout Cameco sits in the Raw Materials & Mining and Power & Energy layers, supplying the fuel behind the nuclear side of the AI buildout. AI data center power demand is now the marginal force behind reactor restarts and new builds, and every reactor that comes online or stays online needs uranium and fuel services. Through its mining operations and Westinghouse stake, Cameco captures that demand across the fuel cycle. Supercycle scores its exposure as meaningful and demand-driven. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $36.8M | 0.24% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $720,252 | 0.01% | new | 2026-06-30 | ## Recent news - [Cameco Reports Document Filing](https://finance.yahoo.com/markets/stocks/articles/cameco-reports-document-filing-011800464.html?.tsrc=rss) (source, 2026-11-06) - [3 Canadian Nuclear Stocks To Own In November 2026](https://finance.yahoo.com/energy/articles/3-canadian-nuclear-stocks-own-232035019.html?.tsrc=rss) (source, 2026-11-04) - [Cameco Q3 Earnings Call Highlights Uranium Pricing Discipline](https://finance.yahoo.com/energy/articles/cameco-q3-earnings-call-highlights-171400475.html?.tsrc=rss) (source, 2026-11-04) - [Regulators Extended the AP1000 Through 2066. Now a Developer Wants Up to 6 in Kentucky. One Stock Owns 49% of Westinghouse.](https://www.fool.com/investing/2026/11/04/regulators-extended-the-ap1000-through-2066-now-a/?.tsrc=rss) (source, 2026-11-04) - [Should You Buy, Hold or Sell Cameco Stock Post Q3 Earnings?](https://finance.yahoo.com/markets/stocks/articles/buy-hold-sell-cameco-stock-142900862.html?.tsrc=rss) (source, 2026-11-04) ## FAQ ### What does Cameco do? Cameco mines uranium and provides nuclear fuel services, and it holds a stake in Westinghouse. Its customers are the nuclear power plants that need fuel to operate. ### How is Cameco exposed to AI? Through electricity demand. AI data centers are now the marginal force behind reactor restarts and new builds, which lifts uranium and fuel demand. Supercycle gives Cameco an AI Exposure Score of 45 out of 100. ### What are Cameco's main products? Uranium supply from its mining operations and nuclear fuel services, plus exposure to reactor services through its stake in Westinghouse. ### Who leads Cameco and where is it based? CEO Tim Gitzel leads Cameco from Saskatoon, Canada. The company was founded in 1988, trades on the NYSE, and employs roughly 3,000 people. ### Is CCJ a pure play AI stock? No. Cameco is a uranium and nuclear fuel company. Its score of 45 out of 100 reflects real but indirect exposure, flowing through AI-driven electricity demand rather than AI products. --- Source: https://supercyclehq.com/stock/cameco. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.