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
164B +30.47%
Utilities
Other Electric Utilities
253B +44.50%
Industrials
Other Construction & Engineering
96.62B +50.61%
Consumer Non-Cyclical
Consumer Goods Conglomerates
157B +12.69%
Industrials
Other Construction & Engineering
7.23B +36.59%
Industrials
Industrial Machinery
19.21B +3.56%
Consumer Non-Cyclical
Consumer Goods Conglomerates
82.83B +1.02%
Industrials
Diversified Industrial Goods Wholesale
43.24B +53.24%
Industrials
Other Aircraft Parts Manufacturing
20.32B -0.03%
- - 2.31B -
Industrials
Other Aerospace & Defense
331B +4.97%
Financials
Diversified Investment Services
63.5B +19.27%
Energy
Uranium Mining
18.39B +12.99%
Industrials
Other Construction & Engineering
5.63B +392.15%
Utilities
Other Multiline Utilities
49.1B +33.94%
Industrials
Other Electrical Components & Equipment
190B +24.78%
Utilities
Other Electric Utilities
93.35B -26.41%
Industrials
Other Aerospace & Defense
13.24B -16.57%
Industrials
Other Construction & Engineering
1.24B +34.89%
Basic Materials
Integrated Mining
165B +19.62%
Utilities
Other Independent Power Producers
14.11B -22.35%
Industrials
Diversified Industrial Goods Wholesale
54.08B +32.74%
Industrials
Maintenance & Repair Services
1.55B -5.26%
Industrials
Other Construction & Engineering
2.66B +74.33%
Industrials
Other Construction & Engineering
10.53B +2.55%
Utilities
Other Electric Utilities
47.13B -14.31%
Energy
Other Uranium
2.11B -27.83%
Energy
Other Uranium
509M +13.99%
Industrials
Other Construction & Engineering
8.69B -9.46%
Industrials
Diversified Industrial Goods Wholesale
101B +16.78%
Utilities
Other Multiline Utilities
66.23B +5.80%
Utilities
Other Electric Utilities
48.33B +7.85%
Industrials
Other Industrial Machinery & Equipment
9.83B +25.00%
Industrials
Other Business Support Services
16.75B +8.39%
Utilities
Other Electric Utilities
39.74B +14.00%
Utilities
Other Multiline Utilities
52.26B +7.07%
Utilities
Other Electric Utilities
43.15B -6.03%
Industrials
Other Construction & Engineering
10.82B +87.30%
Utilities
Other Electric Utilities
54.91B +5.20%
Utilities
Other Electric Utilities
165B -2.73%
Basic Materials
Other Precious Metals & Minerals
7.87B -25.44%
Basic Materials
Integrated Mining
221B +36.45%
Energy
Uranium Mining
3.29B +5.84%
Utilities
Other Electric Utilities
28.75B +14.26%
Energy
Other Uranium
41.26B +3.64%
Utilities
Other Electric Utilities
101B -0.17%
Utilities
Nuclear IPPs
28.87B +0.34%
Utilities
Other Electric Utilities
38.4B +3.74%
Utilities
Other Electric Utilities
90.69B -1.82%
Energy
Uranium Mining
959M -26.63%

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Ratings ESG MSCI

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  2. Investment Themes
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