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 Aerospace & Defense
16TCr +25.06%
Utilities
Other Electric Utilities
27TCr +57.48%
Industrials
Other Construction & Engineering
136.78Cr +49.23%
Industrials
Other Construction & Engineering
11TCr +70.49%
Consumer Non-Cyclical
Consumer Goods Conglomerates
16TCr +15.87%
Industrials
Other Construction & Engineering
695.45Cr +31.21%
Industrials
Diversified Industrial Goods Wholesale
4.09TCr +42.80%
Industrials
Industrial Machinery
1.82TCr -2.00%
Consumer Non-Cyclical
Consumer Goods Conglomerates
8.05TCr -0.13%
Industrials
Other Aircraft Parts Manufacturing
2.04TCr +0.38%
Financials
Diversified Investment Services
6.44TCr +22.43%
- - 246.29Cr -
Industrials
Other Aerospace & Defense
32TCr +0.44%
Energy
Uranium Mining
1.73TCr +7.31%
Industrials
Other Construction & Engineering
544.97Cr +364.66%
Utilities
Other Multiline Utilities
4.67TCr +28.99%
Industrials
Other Electrical Components & Equipment
17TCr +10.90%
Industrials
Other Aerospace & Defense
1.33TCr -15.70%
Utilities
Other Electric Utilities
11TCr -14.97%
Basic Materials
Integrated Mining
16TCr +19.52%
Utilities
Other Independent Power Producers
1.79TCr -0.46%
Industrials
Diversified Industrial Goods Wholesale
5.22TCr +27.35%
Industrials
Other Construction & Engineering
811.59Cr -13.64%
Industrials
Maintenance & Repair Services
152.49Cr -8.29%
Industrials
Other Construction & Engineering
276.86Cr +83.66%
Industrials
Other Construction & Engineering
983.49Cr -1.37%
Energy
Other Uranium
203.87Cr -27.99%
Energy
Other Uranium
44Cr +7.85%
Industrials
Diversified Industrial Goods Wholesale
9.54TCr +10.05%
Utilities
Other Multiline Utilities
6.42TCr +4.64%
Utilities
Other Electric Utilities
4.93TCr +11.71%
Industrials
Other Industrial Machinery & Equipment
990.93Cr +26.53%
Industrials
Other Business Support Services
1.63TCr +5.11%
Utilities
Other Electric Utilities
3.96TCr +13.45%
Basic Materials
Other Precious Metals & Minerals
704.94Cr -31.98%
Utilities
Other Electric Utilities
5.39TCr -0.51%
Utilities
Other Multiline Utilities
5.05TCr +6.26%
Utilities
Other Electric Utilities
4.3TCr -4.38%
Industrials
Other Construction & Engineering
943.49Cr +61.06%
Utilities
Other Electric Utilities
5.45TCr +5.82%
Utilities
Other Electric Utilities
16TCr -2.99%
Basic Materials
Integrated Mining
22TCr +37.28%
Utilities
Other Electric Utilities
2.66TCr +9.19%
Energy
Other Uranium
4.05TCr +5.24%
Energy
Uranium Mining
284.55Cr -3.02%
Industrials
Testing & Measuring Equipment
395.81Cr -30.53%
Utilities
Other Electric Utilities
802.88Cr +7.05%
Utilities
Other Electric Utilities
9.88TCr -0.46%
Utilities
Other Electric Utilities
3.89TCr +5.84%
Utilities
Nuclear IPPs
2.91TCr +5.63%

News of the components

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Ratings chart - Surperformance

Ratings ESG MSCI

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