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
2.7TCr +32.82%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15TCr +6.49%
Utilities
Other Electric Utilities
27TCr +50.92%
Industrials
Other Aerospace & Defense
14TCr +10.03%
Industrials
Other Aerospace & Defense
33TCr +1.48%
Energy
Uranium Mining
2.11TCr +37.28%
Industrials
Other Construction & Engineering
232.89Cr +49.36%
Basic Materials
Other Precious Metals & Minerals
949.02Cr -9.27%
Utilities
Other Multiline Utilities
4.94TCr +29.39%
Industrials
Industrial Machinery
2.1TCr +16.54%
Basic Materials
Integrated Mining
17TCr +23.31%
Industrials
Other Construction & Engineering
107.81Cr +23.30%
Utilities
Other Independent Power Producers
1.6TCr -5.06%
Energy
Other Uranium
47Cr +11.60%
Industrials
Other Construction & Engineering
694.92Cr +23.80%
Industrials
Other Business Support Services
1.5TCr -4.06%
Industrials
Diversified Industrial Goods Wholesale
3.41TCr +28.39%
Industrials
Other Construction & Engineering
8.88TCr +40.03%
Industrials
Other Aerospace & Defense
2.18TCr +39.24%
Industrials
Other Industrial Machinery & Equipment
922.52Cr +14.87%
Industrials
Testing & Measuring Equipment
482.92Cr -14.65%
Basic Materials
Integrated Mining
20TCr +22.93%
- - 163.05Cr -
Utilities
Other Electric Utilities
11TCr -15.27%
Financials
Diversified Investment Services
6.16TCr +18.11%
Industrials
Other Electrical Components & Equipment
18TCr +14.73%
Industrials
Maintenance & Repair Services
180.32Cr +19.31%
Utilities
Other Electric Utilities
5.52TCr +2.68%
Industrials
Other Construction & Engineering
1.12TCr +5.46%
Industrials
Diversified Industrial Goods Wholesale
8.78TCr +1.85%
Industrials
Diversified Industrial Goods Wholesale
4.49TCr +12.60%
Industrials
Other Construction & Engineering
953.43Cr -3.05%
Utilities
Other Electric Utilities
5.26TCr +24.63%
Utilities
Other Electric Utilities
4.43TCr +24.39%
Utilities
Other Electric Utilities
887.78Cr +20.62%
Utilities
Other Electric Utilities
19TCr +13.31%
Energy
Uranium Mining
443.91Cr +47.55%
Utilities
Hydroelectric & Tidal Utilities
3.8TCr +38.76%
Consumer Non-Cyclical
Consumer Goods Conglomerates
9.65TCr +19.04%
Utilities
Other Electric Utilities
16TCr +7.77%
Utilities
Other Electric Utilities
4.9TCr +9.73%
Utilities
Other Electric Utilities
5.48TCr +6.67%
Energy
Other Uranium
5.19TCr +33.74%
Utilities
Other Multiline Utilities
6TCr +20.09%
Utilities
Other Multiline Utilities
8.26TCr +27.09%
Utilities
Other Electric Utilities
12TCr +10.19%
Utilities
Other Electric Utilities
4.06TCr +11.49%
- - 1.48TCr -
Utilities
Nuclear IPPs
3.04TCr +13.31%
Utilities
Other Electric Utilities
9.96TCr +9.38%

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