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 Aircraft Parts Manufacturing
18.52B +38.47%
Industrials
Other Aerospace & Defense
110B +68.84%
Industrials
Industrial Machinery
15.53B +61.69%
Consumer Non-Cyclical
Consumer Goods Conglomerates
125B +4.62%
Energy
Uranium Mining
1.08B +55.56%
Industrials
Other Aerospace & Defense
265B +49.08%
Energy
Uranium Mining
11.3B +12.09%
Energy
Other Uranium
1.08B +62.96%
Industrials
Testing & Measuring Equipment
4.28B +18.74%
Industrials
Diversified Industrial Goods Wholesale
19.42B +41.72%
Industrials
Diversified Industrial Goods Wholesale
30.52B +7.93%
Industrials
Other Construction & Engineering
5.88B +182.28%
Utilities
Other Electric Utilities
145B +61.21%
Industrials
Other Electrical Components & Equipment
147B -7.29%
Utilities
Nuclear Utilities
4.9B +104.68%
Industrials
Other Construction & Engineering
9.31B +57.79%
Utilities
Other Multiline Utilities
48.38B +40.11%
Industrials
Other Industrial Machinery & Equipment
7.07B +14.33%
Industrials
Other Aerospace & Defense
13.14B +29.09%
Consumer Non-Cyclical
Consumer Goods Conglomerates
78.46B +52.00%
Utilities
Other Electric Utilities
27.96B +15.87%
Industrials
Maintenance & Repair Services
1.83B +25.85%
Industrials
Diversified Industrial Goods Wholesale
73.42B -2.72%
Industrials
Other Construction & Engineering
11.95B +28.84%
Utilities
Other Electric Utilities
112B +17.29%
Utilities
Other Electric Utilities
43.58B +14.69%
Utilities
Other Multiline Utilities
30.65B +23.41%
Utilities
Other Electric Utilities
11.56B +15.91%
Industrials
Other Construction & Engineering
945M -24.80%
Energy
Other Uranium
32.75B +38.94%
Energy
Other Uranium
3.13B +175.71%
Basic Materials
Integrated Mining
99.07B -9.36%
Utilities
Other Independent Power Producers
12.97B +41.51%
- - 11.49B -
Utilities
Other Multiline Utilities
56.17B +28.71%
Utilities
Other Electric Utilities
35.93B +11.74%
Utilities
Other Multiline Utilities
41.06B -2.60%
Utilities
Other Electric Utilities
154B +4.27%
Utilities
Other Electric Utilities
96.33B +16.82%
Industrials
Other Construction & Engineering
1.21B +29.95%
Utilities
Other Electric Utilities
6.58B -0.27%
Industrials
Other Construction & Engineering
754M -29.66%
Basic Materials
Integrated Mining
128B -3.31%
Financials
Diversified Investment Services
54.3B +3.29%
Energy
Other Uranium
2.4B +46.63%
Utilities
Other Electric Utilities
65.73B +40.49%
Energy
Other Uranium
2.92B -1.79%
Basic Materials
Other Precious Metals & Minerals
5.66B +136.85%
Industrials
Other Construction & Engineering
1.28B +18.44%
Utilities
Other Electric Utilities
18.39B -15.61%

News of the components

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Heatmap

Calendar 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