Materials

Asset	Recent CAGR	Durability	Valuation	Confidence
Vulcan Materials Company	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Steel Dynamics	0% – 0%	RatingPoor	Rating—	ScoreHigh
Smurfit Westrock	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Sherwin-Williams	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
PPG Industries	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Packaging Corporation of America	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Nucor	0% – 0%	RatingPoor	Rating—	ScoreHigh
Newmont	0% – 0%	RatingPoor	Rating—	ScoreHigh
Mosaic Company (The)	0% – 0%	RatingPoor	RatingFair	ScoreHigh
Martin Marietta Materials	0% – 0%	RatingPoor	RatingFair	ScoreHigh
LyondellBasell	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Linde plc	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
International Paper	0% – 0%	RatingPoor	RatingElevated	ScoreHigh
International Flavors & Fragrances	0% – 0%	RatingPoor	RatingPremium	ScoreHigh
Freeport-McMoRan	0% – 0%	RatingPoor	Rating—	ScoreHigh
Ecolab	2% – 4%	RatingWeak	RatingFair	ScoreLow
DuPont	0% – 0%	RatingPoor	RatingElevated	ScoreHigh
Dow Inc.	-13% – -8%	RatingPoor	RatingFair	ScoreLow
CRH plc	15% – 21%	RatingStrong	RatingElevated	ScoreMedium
Corteva	9% – 15%	RatingModerate	RatingElevated	ScoreMedium
CF Industries	10% – 25%	RatingStrong	RatingAttractive	ScoreMedium
Ball Corporation	-12% – -8%	RatingWeak	RatingFair	ScoreLow
Avery Dennison	-8% – 1%	RatingWeak	RatingElevated	ScoreMedium
Amcor	-10% – -7%	RatingPoor	RatingFair	ScoreLow
Albemarle Corporation	-10% – 3%	RatingWeak	RatingFair	ScoreMedium
Air Products	-2% – 2%	RatingPoor	RatingElevated	ScoreLow

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