BWX Technologies, Inc. (NYSE)

BWX Technologies, headquartered in Lynchburg, Virginia, is a leading supplier of nuclear components and fuel to the U.S. government. Led by CEO Rex Geveden, the company’s strategy is "Nuclear Innovation"—serving the Navy’s nuclear propulsion needs while expanding into commercial nuclear and medical isotopes. Its core strategy focuses on "Small Modular Reactors" (SMRs) and "Microreactors" for space and defense applications (Project Pele). BWXT’s mission is to deliver safe and effective nuclear solutions. The company is currently a key player in the "Nuclear Renaissance," leveraging its unique position as the sole manufacturer of large-scale naval nuclear reactors to capture growth in carbon-free baseload power and advanced cancer treatments.