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
Industrial Machinery
17.58B -4.68%
Consumer Non-Cyclical
Consumer Goods Conglomerates
77.87B -4.45%
Industrials
Other Aerospace & Defense
152B +21.36%
Utilities
Other Electric Utilities
268B +52.52%
Industrials
Other Construction & Engineering
1.3B +40.82%
Industrials
Other Construction & Engineering
106B +64.62%
Consumer Non-Cyclical
Consumer Goods Conglomerates
161B +15.65%
Industrials
Other Construction & Engineering
6.78B +25.44%
Industrials
Diversified Industrial Goods Wholesale
37.85B +31.32%
Industrials
Other Aircraft Parts Manufacturing
18.93B -8.55%
Industrials
Other Aerospace & Defense
320B +0.20%
Financials
Diversified Investment Services
63.92B +24.73%
- - 2.47B -
Energy
Uranium Mining
16.91B +5.85%
Industrials
Other Construction & Engineering
5.11B +321.20%
Utilities
Other Multiline Utilities
46.1B +30.93%
Industrials
Other Electrical Components & Equipment
168B +12.96%
Industrials
Other Aerospace & Defense
13.18B -19.05%
Utilities
Other Electric Utilities
106B -16.81%
Basic Materials
Integrated Mining
160B +19.19%
Utilities
Other Independent Power Producers
18.14B +1.32%
Energy
Other Uranium
394M -6.14%
Industrials
Diversified Industrial Goods Wholesale
51.12B +26.24%
Industrials
Other Construction & Engineering
7.99B -15.10%
Industrials
Other Construction & Engineering
9.89B -0.46%
Industrials
Maintenance & Repair Services
1.46B -13.45%
Industrials
Other Construction & Engineering
2.57B +71.23%
Energy
Other Uranium
2B -34.95%
Industrials
Diversified Industrial Goods Wholesale
94.05B +9.11%
Utilities
Other Multiline Utilities
61.95B +2.37%
Utilities
Other Electric Utilities
49.12B +12.51%
Industrials
Other Industrial Machinery & Equipment
9.7B +25.00%
Industrials
Other Business Support Services
16.29B +5.26%
Utilities
Other Electric Utilities
39.17B +13.68%
Basic Materials
Other Precious Metals & Minerals
7.03B -32.12%
Utilities
Other Electric Utilities
54.2B -1.98%
Utilities
Other Multiline Utilities
50.2B +7.50%
Utilities
Other Electric Utilities
43.11B -3.37%
Industrials
Other Construction & Engineering
8.99B +42.94%
Utilities
Other Electric Utilities
54.21B +6.59%
Energy
Uranium Mining
666M -48.91%
Utilities
Other Electric Utilities
161B -2.20%
Basic Materials
Integrated Mining
216B +37.24%
Utilities
Other Electric Utilities
26.21B +9.07%
Energy
Other Uranium
38.34B -0.06%
Energy
Uranium Mining
2.63B -11.99%
Industrials
Testing & Measuring Equipment
4.04B -30.61%
Utilities
Other Electric Utilities
8.17B +8.30%
Utilities
Other Electric Utilities
98.52B +0.46%
Utilities
Other Electric Utilities
39.24B +7.93%

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  2. Investment Themes
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