U.S. Materials Low Leverage High Rewards

CF Industries Holdings

Market Cap: US$13.3b

Engages in the manufacture and sale of hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities in North America, Europe, and internationally.

Westlake

Market Cap: US$12.0b

Manufactures and markets performance and essential materials, and housing and infrastructure products in the United States, Canada, Germany, China, Mexico, Brazil, France, Italy, and internationally.

Compañía de Minas BuenaventuraA

Market Cap: US$3.6b

Engages in the exploration, development, construction, and operation of mineral processing business.