Industrials & Energy

CIMG has a long history of investing in companies that provide the energy and materials that are crucial for making the global economy function. Businesses in the materials, energy, and heavy industrials sector are constantly evolving, which gives us the opportunity to develop a differentiated view from the rest of the market.

Tidewater Inc

NYSE: TDW

An international petroleum service company headquartered in Houston, Texas, U.S. It operates a fleet of ships, primarily providing vessels and marine services to the offshore petroleum and offshore wind industries.

Valaris Ltd

NYSE: VAL

An offshore drilling contractor headquartered in Houston, Texas, and incorporated in Bermuda. It is the largest offshore drilling and well drilling company in the world, and owns 52 rigs, including 36 offshore jackup rigs, 11 drillships, and 5 semi-submersible platform drilling rigs.

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Owens Corning

NYSE: OC

An American company that develops and produces insulation, roofing, and fiberglass composites and related products. It is the world's largest manufacturer of fiberglass composites.

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Knife River Corp

NYSE: KNF

An American construction materials and services company focused on aggregates, asphalt, ready-mix concrete, and contracting services.

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Warrior Met Coal Inc.

NYSE: HCC

A pure-play producer and exporter of metallurgical coal headquartered in Brookwood, AL. Metallurgical coal, or hard coking coal, is a critical component of steel production by metal manufacturers in Europe, South America, and Asia.

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Barnes Group

NYSE: B

Barnes Group is a manufacturer and marketer of aerospace and industrial components. The company offers engineered products, differentiated industrial technologies, solutions and services.

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API Group

NYSE: APG

APi Group is a provider of safety, specialty, and industrial services.

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Ferguson plc

NYSE: FERG

Ferguson is a value-added distributor of plumbing and heating products in the United States and Canada.

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Keysight Technologies

NYSE: KEYS

Keysight Technologies is a test and measurement company that services electrical engineering problems in every stage of the product life cycle.

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Janus International Group

NYSE: JBI

JBI is a global manufacturer and supplier of turnkey solutions for self-storage and commercial doors.

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Cheniere Energy

NYSE: LNG

Cheniere Energy is the leading producer of liquified natural gas in the United States. Cheniere is benefiting as developing economies increase their demand for energy alternatives to coal.

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Kosmos Energy

NYSE: KOS

Kosmos is a full-cycle deepwater independent oil and gas exploration and production company that is rapidly investing in liquified natural gas assets.

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Cameco Corporation

NYSE: CCJ

Cameco is a Canadian uranium miner with world-class uranium deposits that position them favorably on the cost production curve, allowing them to quickly ramp up production at more economic levels than competition.

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