U.S. Materials Top Stock Picks from Analysts

Knife River

Market Cap: US$4.1b

Provides aggregates-led construction materials and contracting services in the United States.

Loma Negra Compañía Industrial Argentina Sociedad Anónima

Market Cap: US$928.9m

Manufactures and sells cement and its derivatives in Argentina.

Ferroglobe

Market Cap: US$821.2m

Produces and sells silicon metal, and silicon and manganese-based ferroalloys in the United States, Europe, and internationally.

Sigma Lithium

Market Cap: US$729.1m

Engages in the exploration and development of lithium deposits in Brazil.

Koppers Holdings

Market Cap: US$568.2m

Provides treated wood products, wood preservation chemicals, and carbon compounds in the United States, Australasia, Europe, and internationally.

Dakota Gold

Market Cap: US$515.7m

Engages in the acquisition, exploration, and development of mineral properties in the United States.

Orion

Market Cap: US$447.5m

Engages in the manufacture and sale of carbon black products.

Lifezone Metals

Market Cap: US$430.6m

Engages in the metals production and recycling business.

Clearwater Paper

Market Cap: US$339.0m

Manufactures and supplies bleached paperboards in the United States and internationally.

Arq

Market Cap: US$307.0m

An environmental technology company, engages in the sale of consumable air, water, and soil treatment solutions based on activated carbon in the United States and Canada.

Namib Minerals

Market Cap: US$192.7m

Operates as a gold producer in Africa and Democratic Republic of Congo.

American Vanguard

Market Cap: US$163.5m

Through its subsidiaries, develops, manufactures, and markets chemical, biological and biorational products for agricultural, commercial, and consumer uses in the United States and internationally.

U.S. GoldMining

Market Cap: US$163.0m

An exploration stage company, engages in the exploration and development of mineral properties in the United States.

Gold Resource

Market Cap: US$126.1m

Engages in the exploration, development, and production of gold and silver projects.

Bioceres Crop Solutions

Market Cap: US$108.5m

Provides crop productivity solutions.

Atlas Lithium

Market Cap: US$96.7m

Operates as a mineral exploration and development company in Brazil.

Alto Ingredients

Market Cap: US$84.4m

Produces, distributes, and markets specialty alcohols, renewable fuel, and essential ingredients in the United States.

5E Advanced Materials

Market Cap: US$84.2m

An exploration stage company, engages in the exploration and development of mineral properties in the United States.

Loop Industries

Market Cap: US$79.7m

A technology company, focuses on depolymerizing waste polyethylene terephthalate (PET) plastics and polyester fibers into its base building block monomers.

Northern Technologies International

Market Cap: US$72.8m

Develops and markets rust and corrosion inhibiting solutions in North America, South America, Europe, the Middle East, China, Brazil, India, Rest of Asia, and internationally.

Solitario Resources

Market Cap: US$64.0m

An exploration stage company, engages in the acquisition and exploration of precious metal, zinc, and other base metal properties in North and South America.

BioLargo

Market Cap: US$58.6m

BioLargo, Inc. invents, develops, and commercializes various platform technologies.