Investment Themes

Uranium, the low-carbon energy business

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

For several years now, the terms "sustainable development" or "green energy" have gained popularity. Many companies in the energy sector (in the broadest sense) are working to produce electricity or fuels in a sustainable way to preserve our natural resources.

Today, the protection of our formidable ecosystem is a major issue that must be taken seriously. "Greenwashing" is a term often used to denounce the actions of large polluting companies that seek to improve their image through green investments. In this list, we have gathered the main actors of the nuclear industry. Nuclear electricity is produced by a process of fission of uranium atomic nuclei. As with thermal power plants (e.g. coal), the heat released by this fission heats up various water circuits and allows the water to change into its gaseous state. The steam produced then turns an alternator and generates electricity. Not all of the uranium on our planet can be mined. Once again, only 10 countries share 90% of the uranium reserves that can be used in power plants. Australia, Kazakhstan and Russia occupy the podium. Note that nuclear energy is not a renewable energy, but it is neutral in terms of emissions. The uranium used is depleted but remains radioactive and dangerous for all forms of life. The management of this waste must be rigorous and research on exploitation technologies continues despite the progress made in weaponry. It is this dangerous character that hinders the involvement of certain countries in this field, Chernobyl and Fukushima are there to remind us. Today, nuclear power represents about 10% of the electricity produced in the world. The list is regularly updated and identifies companies whose activities may include exploration, ore extraction, trading, enrichment, fuel fabrication, plant construction, maintenance, operation and dismantling, as well as radioactive waste management.

Our selection

Industrials
Other Aircraft Parts Manufacturing
17.78B +33.62%
Industrials
Other Aerospace & Defense
101B +56.07%
Industrials
Industrial Machinery
15.23B +61.26%
Industrials
Other Aerospace & Defense
262B +43.89%
Industrials
Other Electrical Components & Equipment
144B -8.26%
Energy
Uranium Mining
10.63B +5.49%
Energy
Other Uranium
1.04B +56.79%
Industrials
Diversified Industrial Goods Wholesale
30.25B +5.60%
Industrials
Other Construction & Engineering
5.91B +200.00%
Industrials
Diversified Industrial Goods Wholesale
20.64B +46.43%
Utilities
Other Electric Utilities
132B +48.26%
Consumer Non-Cyclical
Consumer Goods Conglomerates
76.04B +54.57%
Consumer Non-Cyclical
Consumer Goods Conglomerates
130B +3.43%
Industrials
Maintenance & Repair Services
1.45B +14.06%
Utilities
Nuclear Utilities
5.55B +125.21%
Industrials
Testing & Measuring Equipment
4.17B +17.02%
Utilities
Other Multiline Utilities
45.84B +38.11%
Industrials
Other Construction & Engineering
8.45B +48.47%
Industrials
Other Industrial Machinery & Equipment
6.86B +12.47%
Industrials
Other Aerospace & Defense
12.41B +23.69%
Utilities
Other Electric Utilities
116B +22.41%
Industrials
Diversified Industrial Goods Wholesale
73.1B -5.76%
Utilities
Other Electric Utilities
43.29B +15.94%
Industrials
Other Construction & Engineering
729M -30.57%
Industrials
Other Construction & Engineering
12.01B +22.87%
Utilities
Other Multiline Utilities
29.06B +22.20%
Energy
Other Uranium
2.69B +137.86%
Utilities
Other Electric Utilities
11.12B +15.38%
Industrials
Other Construction & Engineering
889M -28.47%
Basic Materials
Integrated Mining
100B -8.90%
Utilities
Other Electric Utilities
150B +3.00%
- - 10.83B -
Utilities
Other Multiline Utilities
53.86B +28.18%
Utilities
Other Electric Utilities
36.95B +16.28%
Utilities
Other Multiline Utilities
40.32B -3.47%
Utilities
Other Electric Utilities
26.77B +13.25%
Energy
Other Uranium
28.87B +21.76%
Utilities
Other Independent Power Producers
12.51B +36.49%
Industrials
Other Construction & Engineering
1.33B +45.41%
Utilities
Other Electric Utilities
92.96B +16.54%
Utilities
Other Electric Utilities
6.16B -5.22%
Energy
Uranium Mining
837M +18.67%
Basic Materials
Integrated Mining
129B -3.06%
Utilities
Other Electric Utilities
56.6B +26.11%
Financials
Diversified Investment Services
51.48B -3.62%
Utilities
Other Electric Utilities
91.58B +34.27%
Energy
Other Uranium
2.11B +34.97%
Energy
Other Uranium
2.79B -6.88%
Utilities
Other Electric Utilities
18.13B -14.56%
Industrials
Other Construction & Engineering
1.5B +36.31%

News of the components

░░░░ ░ ░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░
░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░░░ ░ ░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░░░░ ░░░░░░ ░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░ ░░
░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░ ░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░ ░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░ ░░░░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░ ░░
░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░ ░ ░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░

Heatmap

Calendar of the components

░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░░░░░░░░ ░░░░ ░░░░░░ ░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░░░░░░░ ░░░░░ ░░░░
░░░░░ ░░░░░░░░░ ░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░ ░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░ ░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░░░░ ░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Uranium, the low-carbon energy business