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
303B +58.36%
Energy
Uranium Mining
18.85B +23.13%
Industrials
Other Aerospace & Defense
154B +20.97%
Basic Materials
Other Precious Metals & Minerals
6.63B -36.56%
Industrials
Other Construction & Engineering
7.6B +34.67%
Industrials
Other Construction & Engineering
111B +66.40%
Industrials
Industrial Machinery
18.5B -1.34%
Financials
Diversified Investment Services
63.65B +22.84%
Industrials
Other Aircraft Parts Manufacturing
28.96B +38.79%
Industrials
Other Construction & Engineering
2.17B +42.77%
Consumer Non-Cyclical
Consumer Goods Conglomerates
135B -3.10%
Basic Materials
Integrated Mining
171B +21.19%
Industrials
Other Construction & Engineering
1.24B +40.13%
Industrials
Other Aerospace & Defense
371B +15.73%
Energy
Other Uranium
336M -25.60%
Industrials
Diversified Industrial Goods Wholesale
54.03B +89.98%
Utilities
Other Electric Utilities
98.39B -23.50%
Utilities
Other Independent Power Producers
19.89B +9.89%
Energy
Other Uranium
2.7B -13.27%
Industrials
Other Aerospace & Defense
19.24B +21.44%
Utilities
Other Multiline Utilities
44.99B +22.93%
Industrials
Other Construction & Engineering
5.76B +407.33%
Industrials
Diversified Industrial Goods Wholesale
80.01B -7.32%
Industrials
Diversified Industrial Goods Wholesale
47.29B +17.89%
Consumer Non-Cyclical
Consumer Goods Conglomerates
81.38B -2.55%
Utilities
Other Electric Utilities
56.4B +0.66%
Industrials
Other Construction & Engineering
10.54B +2.03%
Industrials
Maintenance & Repair Services
1.39B -8.29%
Industrials
Other Electrical Components & Equipment
188B +18.99%
- - 2.7B -
Industrials
Other Business Support Services
14.02B -8.73%
Basic Materials
Integrated Mining
215B +31.72%
Utilities
Other Multiline Utilities
75.65B +20.30%
Industrials
Other Construction & Engineering
9.95B +2.72%
Industrials
Other Industrial Machinery & Equipment
9.52B +18.25%
Utilities
Other Multiline Utilities
53.27B +10.51%
Utilities
Other Electric Utilities
47.01B +6.95%
Utilities
Other Electric Utilities
51.37B +23.13%
Utilities
Other Electric Utilities
59.84B +16.83%
Utilities
Other Electric Utilities
37.52B +7.30%
Utilities
Other Electric Utilities
180B +7.66%
- - 29.07B -
Energy
Uranium Mining
3.1B -2.09%
- - 12.98B -
Industrials
Other Construction & Engineering
9.29B +64.19%
Utilities
Other Electric Utilities
39.4B +9.49%
Utilities
Other Electric Utilities
113B +11.52%
Utilities
Other Electric Utilities
162B +14.70%
Utilities
Other Electric Utilities
96.3B +6.69%
Utilities
Other Multiline Utilities
40.17B +1.36%

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Uranium, the low-carbon energy business
-40%: Exceptional extension
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