Why These 15 Industrial Stocks Are up the Most So Far in 2025

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5. Lightbridge Corp (NASDAQ:LTBR)

Number of Hedge Fund Holders In Q4 2024: 4

Lightbridge Corp (NASDAQ:LTBR) is a nuclear technology company developing and commercializing advanced metallic nuclear fuels designed to improve reactor safety, efficiency, and reduce nuclear waste.

The biggest catalyst for LTBR’s stock surge in 2025 has been a combination of macro and company-specific factors. The most important driver is the growing investor focus on nuclear power as a solution to surging electricity demand from artificial intelligence and data centers, which has lifted sentiment for nuclear technology stocks broadly.

Lightbridge’s partnership with Oklo, announced in January 2025, to explore co-locating a commercial-scale fuel fabrication facility, was a key event that triggered a sharp rally in the shares.

The company also reported significant technical progress in its 2024 year-end update, including successful uranium-zirconium fuel casting at Idaho National Laboratory, positive safety and performance data from MIT, and a strong cash position of $40 million after raising $15 million via stock issuance. Despite being pre-revenue and reporting a widened net loss of $11.8 million for 2024, investors have bid up the stock on the prospect of future commercialization and the critical role of advanced nuclear fuel in meeting future energy needs.

LTBR stock is up 68.29% year-to-date.

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