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
27.15B +33.45%
Consumer Non-Cyclical
Consumer Goods Conglomerates
147B +5.20%
Industrials
Other Aerospace & Defense
318B -1.27%
Industrials
Other Aerospace & Defense
147B +13.97%
Utilities
Other Electric Utilities
270B +53.43%
Energy
Uranium Mining
22.02B +42.20%
Industrials
Other Construction & Engineering
2.34B +49.30%
Utilities
Other Multiline Utilities
46.75B +23.51%
Basic Materials
Other Precious Metals & Minerals
10B -5.27%
Industrials
Industrial Machinery
20.92B +13.27%
Basic Materials
Integrated Mining
173B +24.26%
Industrials
Other Construction & Engineering
1.09B +24.60%
Utilities
Other Independent Power Producers
16.59B -2.53%
Industrials
Other Construction & Engineering
6.95B +22.53%
Industrials
Other Business Support Services
15.14B -2.66%
Industrials
Other Construction & Engineering
90.32B +42.61%
Industrials
Other Aerospace & Defense
21.6B +36.42%
Industrials
Diversified Industrial Goods Wholesale
33.66B +25.89%
Industrials
Other Industrial Machinery & Equipment
9.53B +16.88%
Energy
Other Uranium
510M +16.72%
Industrials
Testing & Measuring Equipment
4.82B -15.80%
Utilities
Other Electric Utilities
107B -16.15%
Basic Materials
Integrated Mining
204B +22.93%
- - 1.61B -
Financials
Diversified Investment Services
63.06B +18.05%
Industrials
Other Electrical Components & Equipment
185B +18.62%
Industrials
Maintenance & Repair Services
1.84B +20.73%
Utilities
Other Electric Utilities
55.34B +1.32%
Industrials
Other Construction & Engineering
11.16B +5.30%
Industrials
Diversified Industrial Goods Wholesale
87.14B -0.25%
Industrials
Diversified Industrial Goods Wholesale
44.74B +11.14%
Industrials
Other Construction & Engineering
9.64B -2.56%
Utilities
Other Electric Utilities
52.88B +24.98%
Utilities
Other Electric Utilities
40.36B +13.33%
Utilities
Other Electric Utilities
8.77B +21.79%
Utilities
Other Electric Utilities
192B +14.57%
Energy
Uranium Mining
4.7B +51.62%
Utilities
Hydroelectric & Tidal Utilities
36.42B +33.48%
Consumer Non-Cyclical
Consumer Goods Conglomerates
92.9B +13.83%
Utilities
Other Electric Utilities
48.11B +7.87%
- - 14.53B -
Utilities
Other Electric Utilities
54.86B +6.54%
Energy
Other Uranium
52.64B +31.48%
Utilities
Other Multiline Utilities
58.02B +16.59%
Utilities
Other Multiline Utilities
80.3B +24.81%
Utilities
Other Electric Utilities
115B +9.58%
Utilities
Other Electric Utilities
156B +7.23%
Utilities
Other Electric Utilities
40.58B +10.90%
Utilities
Nuclear IPPs
29.97B +10.92%
Utilities
Other Electric Utilities
99.64B +9.23%

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