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

Utilities
Other Electric Utilities
25TCr +43.93%
Energy
Uranium Mining
1.9TCr +27.23%
Industrials
Other Aerospace & Defense
14TCr +13.74%
Basic Materials
Other Precious Metals & Minerals
692.99Cr -34.12%
Industrials
Other Construction & Engineering
708.96Cr +28.08%
Industrials
Other Construction & Engineering
11TCr +67.69%
Industrials
Industrial Machinery
1.61TCr -11.78%
Financials
Diversified Investment Services
6.26TCr +19.31%
Industrials
Other Aircraft Parts Manufacturing
2.8TCr +37.50%
Industrials
Other Construction & Engineering
207.93Cr +35.55%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13TCr -5.00%
Basic Materials
Integrated Mining
18TCr +30.36%
Industrials
Other Construction & Engineering
116.43Cr +32.52%
Industrials
Other Aerospace & Defense
35TCr +8.85%
Energy
Other Uranium
33Cr -23.55%
Industrials
Diversified Industrial Goods Wholesale
4.55TCr +80.38%
Consumer Non-Cyclical
Consumer Goods Conglomerates
7.43TCr -7.81%
Energy
Other Uranium
279.36Cr -6.80%
Industrials
Other Aerospace & Defense
1.77TCr +11.92%
Utilities
Other Independent Power Producers
1.64TCr -3.81%
Utilities
Other Multiline Utilities
4.7TCr +26.96%
Industrials
Other Construction & Engineering
585.5Cr +471.99%
Utilities
Other Electric Utilities
4.99TCr -8.25%
Utilities
Other Electric Utilities
9.06TCr -28.17%
Industrials
Other Construction & Engineering
954.83Cr -7.21%
Industrials
Other Electrical Components & Equipment
17TCr +12.94%
- - 231.69Cr -
Industrials
Other Business Support Services
1.5TCr -4.12%
Basic Materials
Integrated Mining
23TCr +38.34%
Utilities
Other Multiline Utilities
7.75TCr +22.76%
Industrials
Diversified Industrial Goods Wholesale
8.19TCr -4.99%
Industrials
Diversified Industrial Goods Wholesale
4.6TCr +15.65%
Industrials
Other Construction & Engineering
964.27Cr -0.65%
Industrials
Maintenance & Repair Services
189.71Cr +29.22%
Industrials
Other Industrial Machinery & Equipment
917.35Cr +14.55%
Energy
Other Uranium
545.84Cr -5.57%
Utilities
Other Multiline Utilities
5.57TCr +14.17%
Utilities
Other Electric Utilities
4.73TCr +6.01%
Utilities
Other Electric Utilities
5.09TCr +20.21%
Utilities
Other Electric Utilities
5.97TCr +15.91%
Utilities
Other Electric Utilities
3.88TCr +10.14%
Utilities
Other Electric Utilities
18TCr +7.11%
- - 2.89TCr -
Energy
Uranium Mining
307.75Cr +1.25%
- - 1.25TCr -
Utilities
Other Electric Utilities
3.97TCr +8.48%
Utilities
Other Electric Utilities
11TCr +10.33%
Utilities
Other Electric Utilities
16TCr +10.05%
Utilities
Other Electric Utilities
9.74TCr +6.62%
Utilities
Nuclear IPPs
2.97TCr +4.10%

News of the components

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