Investment Themes

Uranium, the low-carbon energy business

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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 Aerospace & Defense
173B +34.61%
Utilities
Other Electric Utilities
247B +44.21%
Industrials
Other Construction & Engineering
90.77B +44.36%
Industrials
Other Construction & Engineering
6.86B +30.66%
Industrials
Industrial Machinery
17.94B -4.23%
Consumer Non-Cyclical
Consumer Goods Conglomerates
83.25B +2.08%
Industrials
Diversified Industrial Goods Wholesale
42.38B +53.24%
Consumer Non-Cyclical
Consumer Goods Conglomerates
149B +8.26%
Industrials
Other Aircraft Parts Manufacturing
22.52B +12.14%
Industrials
Other Aerospace & Defense
363B +15.19%
Financials
Diversified Investment Services
66.48B +24.39%
Energy
Uranium Mining
18.54B +16.61%
Industrials
Other Construction & Engineering
5.17B +361.26%
Utilities
Other Multiline Utilities
48.21B +27.31%
Utilities
Other Electric Utilities
98.65B -20.13%
Industrials
Other Construction & Engineering
1.25B +36.57%
Industrials
Other Aerospace & Defense
13.72B -11.10%
Utilities
Other Independent Power Producers
14.74B -17.46%
Basic Materials
Integrated Mining
180B +29.36%
Industrials
Diversified Industrial Goods Wholesale
52.63B +30.23%
Industrials
Other Electrical Components & Equipment
194B +27.93%
Industrials
Other Construction & Engineering
9.73B -3.72%
Industrials
Maintenance & Repair Services
1.5B -6.47%
- - 2.24B -
Utilities
Other Electric Utilities
46.66B -12.67%
Industrials
Other Construction & Engineering
2.13B +39.40%
Energy
Other Uranium
2.8B -1.78%
Energy
Other Uranium
526M +23.89%
Industrials
Other Construction & Engineering
8.86B -8.73%
Industrials
Diversified Industrial Goods Wholesale
92.99B +8.25%
Utilities
Other Multiline Utilities
71.89B +11.56%
Utilities
Other Electric Utilities
49.57B +15.79%
Industrials
Other Industrial Machinery & Equipment
10.02B +26.61%
Industrials
Other Business Support Services
17.66B +14.87%
Basic Materials
Other Precious Metals & Minerals
8.82B -17.79%
Basic Materials
Integrated Mining
246B +48.16%
Utilities
Other Multiline Utilities
53.79B +10.76%
Utilities
Other Electric Utilities
45.74B +1.43%
Utilities
Other Electric Utilities
58.87B +14.19%
Utilities
Other Electric Utilities
39.62B +11.01%
Utilities
Other Electric Utilities
176B +4.90%
Utilities
Other Electric Utilities
28.79B +15.77%
- - 29.83B -
Utilities
Other Electric Utilities
111B +7.55%
Utilities
Nuclear IPPs
27.21B +2.56%
Utilities
Other Electric Utilities
152B +9.13%
Energy
Uranium Mining
3.84B +31.07%
Utilities
Other Electric Utilities
39.6B +8.41%
Utilities
Other Electric Utilities
94.8B +4.01%
Industrials
Other Construction & Engineering
9.8B +73.04%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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