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
264B +50.31%
Energy
Uranium Mining
18.81B +26.04%
Industrials
Other Aerospace & Defense
154B +20.97%
Industrials
Other Construction & Engineering
7.07B +27.81%
Industrials
Other Construction & Engineering
108B +70.42%
Industrials
Industrial Machinery
18.33B +5.88%
Financials
Diversified Investment Services
64.53B +23.98%
Industrials
Other Aircraft Parts Manufacturing
28.25B +38.70%
Industrials
Other Construction & Engineering
2.2B +43.54%
Consumer Non-Cyclical
Consumer Goods Conglomerates
133B -4.10%
Basic Materials
Integrated Mining
182B +28.45%
Industrials
Other Construction & Engineering
1.21B +37.06%
Industrials
Other Aerospace & Defense
367B +14.19%
Basic Materials
Other Precious Metals & Minerals
7.58B -28.23%
Energy
Other Uranium
355M -13.65%
Industrials
Diversified Industrial Goods Wholesale
52.6B +107.52%
Industrials
Other Aerospace & Defense
18.04B +13.94%
Energy
Other Uranium
2.93B -1.62%
Utilities
Other Independent Power Producers
18.45B +8.45%
Utilities
Other Multiline Utilities
45.09B +20.37%
Industrials
Other Construction & Engineering
7.39B +618.59%
Industrials
Diversified Industrial Goods Wholesale
81.01B -5.80%
Industrials
Diversified Industrial Goods Wholesale
47.87B +20.97%
Consumer Non-Cyclical
Consumer Goods Conglomerates
79.79B +0.52%
Utilities
Other Electric Utilities
53.48B -1.69%
Utilities
Other Electric Utilities
95.7B -24.14%
Industrials
Other Construction & Engineering
9.73B -5.23%
Industrials
Maintenance & Repair Services
1.56B +5.76%
Industrials
Other Electrical Components & Equipment
181B +20.54%
- - 2.5B -
Industrials
Other Business Support Services
14.74B -5.77%
Basic Materials
Integrated Mining
234B +44.19%
Utilities
Other Multiline Utilities
75.91B +18.92%
Industrials
Other Construction & Engineering
9.86B +1.50%
Industrials
Other Industrial Machinery & Equipment
9.6B +19.53%
Utilities
Other Multiline Utilities
55.3B +12.68%
Utilities
Other Electric Utilities
47.67B +6.88%
Utilities
Other Electric Utilities
51.46B +21.59%
Utilities
Other Electric Utilities
60.25B +16.91%
Utilities
Other Electric Utilities
38.17B +6.98%
Utilities
Other Electric Utilities
180B +7.41%
- - 29.47B -
Energy
Uranium Mining
3.27B +11.05%
Energy
Other Uranium
5.78B -0.09%
- - 12.42B -
Industrials
Other Construction & Engineering
10.95B +110.84%
Utilities
Other Electric Utilities
39.94B +9.11%
Utilities
Other Electric Utilities
116B +10.39%
Utilities
Other Electric Utilities
159B +11.02%
Utilities
Other Electric Utilities
98.28B +7.55%

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
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