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
172B +31.06%
Utilities
Other Electric Utilities
263B +51.09%
Energy
Uranium Mining
18.53B +17.61%
Industrials
Other Construction & Engineering
102B +60.50%
Industrials
Other Construction & Engineering
7.23B +36.41%
Industrials
Industrial Machinery
18.55B +0.51%
Consumer Non-Cyclical
Consumer Goods Conglomerates
86.87B +5.57%
Industrials
Diversified Industrial Goods Wholesale
39.9B +44.89%
Consumer Non-Cyclical
Consumer Goods Conglomerates
148B +7.36%
Industrials
Other Aircraft Parts Manufacturing
24.87B +22.14%
Industrials
Other Aerospace & Defense
370B +15.65%
Financials
Diversified Investment Services
66.74B +24.16%
Industrials
Other Construction & Engineering
5.02B +350.26%
Utilities
Other Multiline Utilities
47.3B +26.20%
Industrials
Other Construction & Engineering
1.16B +33.33%
Industrials
Other Aerospace & Defense
14.87B -6.12%
Basic Materials
Integrated Mining
171B +20.97%
Basic Materials
Other Precious Metals & Minerals
8.22B -22.66%
Utilities
Other Independent Power Producers
15.45B -14.00%
Energy
Other Uranium
440M +3.07%
Industrials
Diversified Industrial Goods Wholesale
50.17B +25.76%
Utilities
Other Electric Utilities
97.14B -22.39%
Industrials
Other Electrical Components & Equipment
193B +25.03%
Utilities
Other Electric Utilities
47.9B -11.55%
Industrials
Other Construction & Engineering
10.19B -0.68%
Industrials
Maintenance & Repair Services
1.47B -8.39%
- - 2.23B -
Industrials
Other Construction & Engineering
2.28B +47.03%
Energy
Other Uranium
2.57B -11.97%
Industrials
Other Construction & Engineering
9.11B -7.23%
Industrials
Diversified Industrial Goods Wholesale
87.23B +1.47%
Utilities
Other Multiline Utilities
71.9B +13.61%
Utilities
Other Electric Utilities
50.38B +16.80%
Industrials
Other Industrial Machinery & Equipment
9.68B +18.89%
Industrials
Other Business Support Services
17.25B +11.26%
Basic Materials
Integrated Mining
230B +44.54%
Utilities
Other Multiline Utilities
52.94B +8.62%
Utilities
Other Electric Utilities
46.76B +3.92%
Utilities
Other Electric Utilities
179B +7.01%
Utilities
Other Electric Utilities
60.06B +16.56%
Utilities
Other Electric Utilities
39.1B +9.13%
Utilities
Other Electric Utilities
27.64B +8.34%
- - 28.13B -
Utilities
Other Electric Utilities
110B +7.05%
Utilities
Nuclear IPPs
26.86B -4.27%
Utilities
Other Electric Utilities
39.94B +8.74%
Utilities
Other Electric Utilities
96.37B +5.45%
Industrials
Other Construction & Engineering
9.37B +66.19%
Energy
Uranium Mining
3.31B +8.45%
Utilities
Other Multiline Utilities
37.55B -6.19%

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