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
124B +92.84%
Industrials
Other Construction & Engineering
10.51B +14.14%
Industrials
Testing & Measuring Equipment
6.02B +41.66%
Consumer Non-Cyclical
Consumer Goods Conglomerates
140B +27.25%
Basic Materials
Other Precious Metals & Minerals
9.1B +261.88%
Industrials
Industrial Machinery
19.83B +120.31%
Industrials
Other Aircraft Parts Manufacturing
20.99B +55.25%
Energy
Uranium Mining
15.53B +54.36%
Industrials
Other Aerospace & Defense
304B +80.39%
Industrials
Other Construction & Engineering
7.23B -11.05%
Energy
Other Uranium
451M -27.16%
Utilities
Other Independent Power Producers
16.85B +77.46%
Industrials
Other Business Support Services
16.24B +1.89%
Industrials
Other Aerospace & Defense
16.77B +59.16%
Industrials
Maintenance & Repair Services
1.65B +23.81%
Industrials
Other Construction & Engineering
69.62B +40.00%
Utilities
Other Electric Utilities
191B +106.68%
Energy
Other Uranium
41.65B +71.36%
Industrials
Other Construction & Engineering
1.43B +13.15%
Industrials
Other Construction & Engineering
9.24B +54.86%
Utilities
Other Multiline Utilities
46.01B +34.28%
Industrials
Diversified Industrial Goods Wholesale
40.88B +57.47%
Basic Materials
Integrated Mining
130B +18.34%
Industrials
Diversified Industrial Goods Wholesale
27.93B +122.13%
Industrials
Other Industrial Machinery & Equipment
8.07B +33.22%
Utilities
Other Electric Utilities
6.34B +0.18%
Energy
Uranium Mining
2.68B +24.21%
Utilities
Other Electric Utilities
33.82B +31.42%
Industrials
Other Electrical Components & Equipment
158B -2.28%
Energy
Other Uranium
4.97B +281.75%
Industrials
Diversified Industrial Goods Wholesale
86.46B +24.66%
Basic Materials
Integrated Mining
153B +15.27%
Utilities
Hydroelectric & Tidal Utilities
26.32B +78.57%
Utilities
Other Multiline Utilities
39.41B -6.47%
Utilities
Other Electric Utilities
49.67B +9.60%
Utilities
Other Electric Utilities
10.89B +10.32%
Financials
Diversified Investment Services
47.86B -9.06%
Consumer Non-Cyclical
Consumer Goods Conglomerates
87.65B +87.00%
Industrials
Other Construction & Engineering
914M -9.22%
Utilities
Other Multiline Utilities
36.24B +50.92%
Utilities
Other Multiline Utilities
61.19B +41.74%
Utilities
Other Electric Utilities
34.52B +9.68%
Utilities
Other Electric Utilities
103B +26.63%
Utilities
Other Electric Utilities
135B +34.44%
Utilities
Other Electric Utilities
43.53B +15.66%
Utilities
Other Electric Utilities
169B +14.41%
Utilities
Other Electric Utilities
42.21B +21.43%
- - 790M -
Energy
Uranium Mining
1.2B +72.00%
Utilities
Other Electric Utilities
88.96B +6.53%

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