Fwiw, I decided to exit my nuke positions (LEU, URA, URNM, NLR). They were only tiny amounts, but I just don't have a good feel for this sector. Hopefully nuclear power continues its apparent turnaround, but it isn't too hard to imagine seeing Iran's nuclear plants targeted for destruction by US / Israel in the not too distant future. That would be a major setback for nuclear power, seeing how vulnerable these plants are to attack, and how big parts of a country can be made radioactive ala Chernobyl. Anyway, too many unknowns and landmines in this sector imo.