Investment Themes

Uranium, the low-carbon energy business

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
31TCr +63.47%
Energy
Uranium Mining
1.87TCr +21.68%
Industrials
Other Aerospace & Defense
17TCr +25.90%
Basic Materials
Other Precious Metals & Minerals
630.03Cr -40.26%
Industrials
Other Construction & Engineering
718.74Cr +23.04%
Industrials
Other Construction & Engineering
10TCr +54.58%
Consumer Non-Cyclical
Consumer Goods Conglomerates
8.51TCr +4.40%
Industrials
Industrial Machinery
2.01TCr +8.26%
Financials
Diversified Investment Services
6.37TCr +24.68%
Utilities
Other Independent Power Producers
1.71TCr -1.69%
Industrials
Other Construction & Engineering
251.26Cr +58.47%
Industrials
Other Aircraft Parts Manufacturing
2.93TCr +38.75%
Basic Materials
Integrated Mining
16TCr +13.86%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13TCr +0.82%
Industrials
Other Aerospace & Defense
40TCr +18.50%
Industrials
Other Construction & Engineering
116.4Cr +34.63%
Energy
Other Uranium
39Cr -15.70%
Utilities
Other Electric Utilities
8.78TCr -31.94%
Industrials
Diversified Industrial Goods Wholesale
4.69TCr +77.24%
Industrials
Other Aerospace & Defense
1.8TCr +7.52%
Energy
Other Uranium
257.8Cr -18.45%
Utilities
Other Multiline Utilities
4.64TCr +25.01%
Industrials
Other Construction & Engineering
479.21Cr +340.31%
Industrials
Diversified Industrial Goods Wholesale
4.59TCr +18.96%
Utilities
Other Electric Utilities
5.3TCr -3.03%
Industrials
Other Construction & Engineering
1.03TCr -0.89%
Industrials
Maintenance & Repair Services
133.17Cr -7.99%
Industrials
Other Electrical Components & Equipment
18TCr +14.09%
- - 227.24Cr -
Industrials
Other Business Support Services
1.52TCr -2.05%
Basic Materials
Integrated Mining
21TCr +29.41%
Industrials
Diversified Industrial Goods Wholesale
8.15TCr -3.59%
Utilities
Other Multiline Utilities
7.56TCr +22.18%
Industrials
Other Construction & Engineering
1.02TCr +3.84%
Utilities
Other Electric Utilities
5.21TCr +25.20%
Industrials
Other Industrial Machinery & Equipment
917.76Cr +13.10%
Utilities
Other Multiline Utilities
5.67TCr +18.17%
Utilities
Other Electric Utilities
4.13TCr +14.13%
Utilities
Other Electric Utilities
4.81TCr +9.65%
Utilities
Other Electric Utilities
6.09TCr +19.85%
Utilities
Other Electric Utilities
3.98TCr +13.68%
Utilities
Other Electric Utilities
18TCr +10.63%
- - 2.93TCr -
Industrials
Other Construction & Engineering
839.21Cr +56.21%
Utilities
Other Electric Utilities
12TCr +14.16%
Utilities
Other Electric Utilities
9.82TCr +9.81%
Utilities
Other Electric Utilities
16TCr +13.84%
Utilities
Other Multiline Utilities
4.03TCr +1.94%
Utilities
Nuclear IPPs
2.63TCr -9.56%
Energy
Other Uranium
4.24TCr +6.95%

News of the components

░░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░
░░░░ ░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░ ░░░░ ░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░ ░░░░ ░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░ ░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░░░ ░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░ ░ ░░░ ░░░░░ ░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░ ░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░ ░░ ░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░ ░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Uranium, the low-carbon energy business