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
123B +92.84%
Industrials
Other Construction & Engineering
10.33B +12.92%
Energy
Uranium Mining
15.29B +52.13%
Industrials
Testing & Measuring Equipment
5.65B +41.38%
Basic Materials
Other Precious Metals & Minerals
9.84B +291.52%
Industrials
Industrial Machinery
19.94B +120.31%
Industrials
Other Aircraft Parts Manufacturing
20.12B +53.74%
Industrials
Other Aerospace & Defense
316B +79.75%
Industrials
Other Construction & Engineering
7.03B -11.60%
Energy
Other Uranium
488M -27.16%
Utilities
Other Independent Power Producers
16.28B +76.88%
Industrials
Other Business Support Services
16.12B +1.57%
Consumer Non-Cyclical
Consumer Goods Conglomerates
146B +27.25%
Industrials
Other Aerospace & Defense
16B +57.13%
Industrials
Maintenance & Repair Services
1.66B +23.81%
Industrials
Other Construction & Engineering
65.33B +38.62%
Utilities
Other Electric Utilities
182B +104.21%
Energy
Other Uranium
39.79B +70.44%
Industrials
Other Construction & Engineering
1.42B +13.67%
Industrials
Other Construction & Engineering
9.18B +54.86%
Utilities
Other Multiline Utilities
46.78B +36.06%
Industrials
Diversified Industrial Goods Wholesale
41.53B +57.47%
Basic Materials
Integrated Mining
129B +18.34%
Industrials
Diversified Industrial Goods Wholesale
28.14B +122.13%
Industrials
Other Industrial Machinery & Equipment
7.93B +33.22%
Utilities
Other Electric Utilities
6.41B +0.09%
Energy
Uranium Mining
2.8B +24.21%
Utilities
Other Electric Utilities
33.98B +31.42%
Industrials
Other Electrical Components & Equipment
155B -2.28%
Energy
Other Uranium
4.53B +273.83%
Industrials
Diversified Industrial Goods Wholesale
87.92B +24.66%
Basic Materials
Integrated Mining
154B +15.27%
Utilities
Hydroelectric & Tidal Utilities
26.7B +78.86%
Utilities
Other Multiline Utilities
39.38B -6.63%
Utilities
Other Electric Utilities
50.66B +10.16%
Utilities
Other Electric Utilities
10.99B +10.32%
Financials
Diversified Investment Services
48.95B -9.06%
Consumer Non-Cyclical
Consumer Goods Conglomerates
89.67B +87.00%
Industrials
Other Construction & Engineering
906M -9.22%
Utilities
Other Multiline Utilities
36.46B +50.33%
Utilities
Other Electric Utilities
103B +26.63%
Utilities
Other Multiline Utilities
61.79B +41.74%
Utilities
Other Electric Utilities
35.2B +9.30%
Utilities
Other Electric Utilities
136B +34.44%
Utilities
Other Electric Utilities
44.02B +15.75%
Utilities
Other Electric Utilities
170B +13.89%
Utilities
Other Electric Utilities
41.77B +21.80%
- - 797M -
Energy
Uranium Mining
1.25B +72.00%
Utilities
Other Electric Utilities
110B +57.34%

News of the components

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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