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

Utilities
Other Electric Utilities
270B +55.26%
Industrials
Other Aerospace & Defense
155B +23.10%
Energy
Uranium Mining
17.6B +14.72%
Industrials
Other Construction & Engineering
2.45B +60.84%
Industrials
Other Construction & Engineering
7.29B +31.69%
Industrials
Other Construction & Engineering
93.91B +48.28%
Consumer Non-Cyclical
Consumer Goods Conglomerates
80.99B +2.73%
Industrials
Industrial Machinery
18.64B +4.50%
Financials
Diversified Investment Services
65.77B +25.51%
Industrials
Other Aerospace & Defense
367B +14.84%
Industrials
Other Aircraft Parts Manufacturing
27.71B +36.08%
Consumer Non-Cyclical
Consumer Goods Conglomerates
133B -1.06%
Industrials
Other Construction & Engineering
1.11B +29.61%
Industrials
Diversified Industrial Goods Wholesale
37.43B +42.80%
Basic Materials
Integrated Mining
157B +14.60%
Basic Materials
Other Precious Metals & Minerals
5.93B -41.85%
Industrials
Other Construction & Engineering
4.26B +300.52%
Utilities
Other Electric Utilities
97.97B -22.34%
Utilities
Other Independent Power Producers
17.24B -3.99%
Industrials
Other Aerospace & Defense
15.99B +0.97%
Energy
Other Uranium
377M -11.26%
Energy
Other Uranium
2.37B -20.71%
Industrials
Diversified Industrial Goods Wholesale
46.57B +18.55%
Utilities
Other Electric Utilities
55.09B +1.27%
Industrials
Other Construction & Engineering
9.89B -2.33%
Industrials
Maintenance & Repair Services
1.45B -4.75%
Industrials
Other Electrical Components & Equipment
171B +14.11%
Industrials
Other Business Support Services
15.89B +1.59%
Utilities
Other Multiline Utilities
47.24B +29.92%
Basic Materials
Integrated Mining
209B +29.37%
Industrials
Diversified Industrial Goods Wholesale
83.59B -0.89%
Industrials
Other Construction & Engineering
9.37B -1.79%
Utilities
Other Multiline Utilities
76.95B +24.01%
Utilities
Other Electric Utilities
53.09B +25.45%
Industrials
Other Industrial Machinery & Equipment
9.64B +22.59%
- - 1.85B -
Utilities
Other Multiline Utilities
58.33B +21.52%
Utilities
Other Electric Utilities
48.63B +9.04%
Utilities
Other Electric Utilities
62.53B +21.35%
Utilities
Other Electric Utilities
38.98B +11.15%
Utilities
Other Electric Utilities
187B +11.83%
Energy
Other Uranium
38.31B -1.44%
Utilities
Other Electric Utilities
30.15B +22.48%
- - 28.08B -
Industrials
Other Construction & Engineering
8.13B +51.50%
Utilities
Other Electric Utilities
41.65B +13.78%
Utilities
Other Electric Utilities
113B +11.83%
Utilities
Nuclear IPPs
27.69B -1.71%
Utilities
Other Multiline Utilities
39.77B -0.61%
Utilities
Other Electric Utilities
102B +11.36%

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