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 Construction & Engineering
11.24B +7.04%
Industrials
Other Aerospace & Defense
143B +10.87%
Energy
Uranium Mining
16.94B +18.71%
Industrials
Testing & Measuring Equipment
6.01B +12.08%
Basic Materials
Other Precious Metals & Minerals
12.49B +19.52%
Consumer Non-Cyclical
Consumer Goods Conglomerates
154B +9.30%
Industrials
Industrial Machinery
23.17B +26.77%
Industrials
Other Aircraft Parts Manufacturing
23.48B +15.49%
Industrials
Other Aerospace & Defense
336B +3.52%
Industrials
Other Construction & Engineering
7.14B +11.78%
Energy
Other Uranium
433M +7.51%
Utilities
Other Independent Power Producers
17.13B -0.00%
Industrials
Other Business Support Services
16.41B +4.94%
Basic Materials
Integrated Mining
144B +6.02%
Industrials
Other Aerospace & Defense
18.66B +18.07%
Industrials
Maintenance & Repair Services
1.65B +8.59%
Industrials
Other Construction & Engineering
65.17B +3.56%
Utilities
Other Electric Utilities
175B -1.44%
Energy
Other Uranium
48.27B +22.38%
Industrials
Other Construction & Engineering
1.48B +2.37%
Utilities
Other Multiline Utilities
51.57B +5.02%
Industrials
Other Construction & Engineering
934M +7.12%
Industrials
Diversified Industrial Goods Wholesale
45.24B +13.30%
Basic Materials
Integrated Mining
163B +8.53%
Utilities
Hydroelectric & Tidal Utilities
26.97B +2.88%
Industrials
Diversified Industrial Goods Wholesale
31.55B +18.37%
Industrials
Other Industrial Machinery & Equipment
8.62B +5.23%
Utilities
Other Electric Utilities
6.31B -4.11%
Utilities
Other Electric Utilities
37.05B +5.32%
Industrials
Other Electrical Components & Equipment
151B -1.66%
Energy
Uranium Mining
3.2B +11.26%
Industrials
Other Construction & Engineering
9.41B -2.48%
Industrials
Diversified Industrial Goods Wholesale
91.54B +6.38%
Utilities
Other Electric Utilities
171B +2.12%
Utilities
Other Multiline Utilities
39.39B -1.73%
Utilities
Other Electric Utilities
51.45B +2.83%
Financials
Diversified Investment Services
50.65B +1.58%
Energy
Other Uranium
5.6B +26.70%
Utilities
Other Multiline Utilities
41.06B +9.06%
Utilities
Other Electric Utilities
36.62B +2.16%
Utilities
Other Multiline Utilities
67.11B +5.93%
Utilities
Other Electric Utilities
141B -0.57%
Utilities
Other Electric Utilities
43.04B +2.96%
Utilities
Other Electric Utilities
44.05B +0.02%
Utilities
Other Electric Utilities
11.48B +3.27%
- - 899M -
Energy
Uranium Mining
1.32B +8.70%
Consumer Non-Cyclical
Consumer Goods Conglomerates
100B +25.00%
Utilities
Other Electric Utilities
109B +5.00%
Utilities
Other Electric Utilities
120B -6.48%

News of the components

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Heatmap

Calendar 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