Deep Intelligence Across Industries

JK CEMENT LTD. — CNM

UltraTech Cement Ltd — CNM

TATRA TRUCKS A.S — Auto

REV Group — Auto

Morita Holdings Corporation — Auto

Trail — EnP

ARLANXEO — CNM

Idemitsu Kosan Co.,Ltd — CNM

Cray Valley — CNM

Synthomer PLC — CNM

Nippon Soda Co., Ltd — CNM

Karat Packaging Inc — PCM

Stora Enso Oyj — PCM

SEE — PCM

Mobileye engages in the development and deployment of advanced driver-assistance systems (ADAS) and autonomous driving technologies and solutions. Its portfolio includes end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. It develops autonomous driving technologies and advanced driver-assistance systems (ADAS), including cameras, computer chips, and software. The company’s solutions include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System, and Vehicles. It also provides data services to expedite maintenance operations with AI-powered road survey technology. Mobileye serves customers worldwide

GEM Co., Ltd. (GEM) is one of the largest battery recycling plants in China. GEM has been recycling for 20 years and has a world-leading position in battery recycling. GEM has industrialized the technology that recycles nickel, cobalt, manganese, and aluminum from scrap batteries. GEM has also built a production base of lithium-ion battery cathode material precursors. GEM stands for "Green, Eco-manufacture". It was inspired by a toothpaste experiment. In 2021, GEM was honored in the Forbes 2021 TOP 50 list of China's most innovative companies, 2021 Hurun China Top 100 Private Enterprises for Sustainable Development and Top 500 Chinese Enterprises.

Fortum Oyj is a Finnish state-owned energy company located in Espoo, Finland. It mainly focuses on the Nordic region. Fortum operates power plants, including co-generation plants, and generates and sells electricity and heat. The company also sells waste services such as recycling, reutilisation, final disposal solutions and soil remediation and environmental constructions services, and other energy-related services and products e.g. consultancy services for power plants and electric vehicle charging. Fortum is listed on the Nasdaq Helsinki stock exchange. In 2020 Fortum was the biggest company in Finland by its revenue. The majority of its income came from Uniper that became Fortum's subsidiary in March 2020. Uniper was nationalised by Germany on the 21 September 2022 for 8 billion euros. Fortum is Europe's third-largest producer of carbon-free electricity, Europe's second-largest producer of nuclear power

Neometals Limited is a company that operates in the lithium battery and Vanadium recovery industries. They develop and operate recycling and recovery plants for both industries. Neometals' lithium-ion battery recycling process targets the Consumer electronic batteries: Lithium cobalt oxide (LCO) cathodes, Nickel-rich electric vehicle and stationary storage battery chemistries: Lithium-nickel-manganese-cobalt (NMC) cathodes, and End-of-life cells: Lithium-ion battery production scrap. Neometals is an emerging, sustainable battery materials producer. The Company has developed a suite of green battery materials processing technologies that reduce reliance on traditional mining and processing and support circular economic principles. Neometals’ three core business units: Lithium-ion Battery (“LIB”) Recycling – to produce new battery materials from spent LIBs in a 50:50 JV (Primobius) with German plant builder SMS group. Primobius has a 10tpd commercial Shredding ‘Spoke’ operation in Germany, it is the recycling technology partner to Mercedes Benz and is planning its first 50tpd operation with Stelco Inc. in Canada; Vanadium Recovery - to produce high-purity V2O5 via processing of steelmaking by-product (“Slag”). Developing a 300,000tpa ~73:17 JV operation in Pori, Finland, underpinned by a 10-year Slag supply agreement with steelmaker SSAB. MOU with H2Green Steel underpins potential second operation in Boden, Sweden; and Lithium Chemicals – to produce battery quality LiOH from brine and/or hard-rock feedstocks using patented ELi™ electrolysis process owned by RAM (70% NMT, 30% Mineral Resources Ltd). Targeting initial 25,000tpa operation in Estarreja with Portugal’s largest chemical producer, Bondalti Chemicals S.A.

Glencore plc is a Swiss multinational commodity trading and mining company with headquarters in Baar, Switzerland. Glencore's oil and gas head office is in London and its registered office is in Saint Helier, Jersey. The current company was created through a merger of Glencore with Xstrata on 2 May 2013. As of 2015, it ranked tenth in the Fortune Global 500 list of the world's largest companies. In the 2020 Forbes Global 2000, Glencore International was ranked as the 484th-largest public company in the world. As of July 2022, it is the world's largest commodity trader. As Glencore International, the company was already one of the world's largest integrated producers and marketers of commodities. It was the largest company in Switzerland as well as the world's largest commodities trading company, with a 2010 global market share of 60% in internationally tradable zinc, 50% in internationally tradable copper, 9% in the internationally tradable grain market and 3% in the internationally tradable oil market. Glencore has a number of production facilities all around the world and supplied metals, minerals, crude oil, oil products, coal, natural gas and agricultural products to international customers in the automotive, power generation, steel production and food processing industries.

Umicore is a leading circular materials technology company with an extensive expertise in the fields of material science, chemistry and metallurgy. The company overriding goal of sustainable value creation is based on the ambition to develop, produce and recycle materials in a way that fulfils their mission: "materials for a better life". The company divides its operations into four divisions: Energy Materials, Recycling, Catalysis, and Performance Materials. The Energy Materials division manufactures a range of specialised metal and metalloid products for industrial use, including fine metal powders for diamond and hard metal tools, as well as oxides and salts of cobalt, lithium and nickel for use in batteries, glass and ceramics. The Recycling business segment covers four main activities: its core business is the recycling and refining of various precious and other non-ferrous metals, as well as certain nonmetals such as selenium. The Recycling segment, based in Hanau, Germany, also encompasses a management unit, which sells precious metals in ingot form to industrial clients and offers access to related financial instruments for hedging purposes. A Catalysis is Umicore's third business segment, its largest in terms of revenue, is composed of two subdivisions, Automotive Catalysts and Precious Metals Chemistry. Performance Materials concentrates on the production of specialised items, chiefly from precious metals and zinc.

GKN Plc. GKN plc (GKN) is a global engineering business company serving the automotive, aerospace and off-highway manufacturers. The Company operates in four primary areas: Automotive, Powder Metallurgy, Aerospace and OffHighway. GKN is a primary supplier of automotive driveline components and systems. The Company is a manufacturer of sintered components and a producer of metal powder in North America. GKN is engaged in the design and manufacture of advanced composites, transparencies and metal aerostructures. GKN designs and manufactures a portfolio of products for off-highway vehicles positions in the supply of power takeoff shafts and wheels. On January 5, 2009, the Company acquired the trade and assets of the wing component manufacturing and assembly operation of Airbus UK, which is located on the Airbus Filton site

Aisin Corporation is a automotive component manufacturer and a member of the Aisin Group. Established in 1949 as an independent company, Aisin has grown into a major player in the automotive industry, renowned for its comprehensive range of products and advanced technologies. The company operates within the Aisin Group, which includes over 200 consolidated companies worldwide. Aisin specializes in the design and production of a diverse array of automotive components, including drivetrain, body, brake, chassis, and information-related systems. With a commitment to innovation and quality, Aisin plays a crucial role in providing solutions for the evolving needs of the automotive sector. Aisin's prominence is particularly evident in its expertise in automatic transmissions, where the company stands as one of the largest manufacturers globally. The company's offerings extend beyond transmissions to include various critical components like engines, brakes, drivetrain systems, and electronic control units. Aisin's products contribute to enhancing vehicle performance, safety, and fuel efficiency. The company's focus on research and development ensures that it stays at the forefront of emerging automotive technologies. As a key supplier to major automotive OEMs worldwide, Aisin has established a robust global presence, with manufacturing facilities and sales offices strategically located to serve regional markets. The company's commitment to sustainability is reflected in its efforts to develop environmentally friendly technologies, such as electric and hybrid drivetrain systems

John Bean Technologies Corp — PCM

Watson-Marlow Fluid Technology Solutions — PCM

Straumann Group — Healthcare

Company 1 — Healthcare

Rashtriya Chemicals and Fertilizers Limited (RCF) a government of India undertaking the Company was founded in 1978 and is headquartered in Mumbai, India. It is a leading fertilizer and chemical manufacturing company with about 80% of its equity held by the Government of India. It has two operating units, one at Trombay in Mumbai and the other at Thal, Raigad district, about 100 KM from Mumbai. Government of India has accorded "Mini-Ratna" status to RCF. The company is a household name in rural India with brands "Ujjwala" (urea) and "Suphala" (complex fertilizers) which carry a high brand equity. The company produces of 6.5 lac MT Complex fertilizers and 1.6 lac MT of Industrial Chemicals every year. As of Dec. 2016, the company has registered revenue of USD 965.03 Million under its fertilizer segment. The company has an annual production capacity of 10 MT., in formic acid.

Established in 1976 and headquartered is located in Bharuch, India. Gujarat Narmada Valley Fertilizers & Chemicals Limited (GNFC) majorly operates through three business segments, Industrial Chemicals, Fertilizers and Information Technology (‘IT’) Products. Under its industrial chemicals segment, the company manufactures Formic Acid. GNFC is one of the largest producers of formic Acid along with Acetic acid and Methanol in the country. GNFC produces formic acid 85% concentration on a large scale in the country. As of 2016, the company generated a revenue of USD 735.93 million.

KOBE STEEL, LTD — CNM

Seeing machines is into the developing, selling, and licensing of products, services and technology for detecting and managing driver fatigue and distraction. This includes continued market development with the objective to secure sustainable channels to market for the products. The company also develops driver-monitoring technology to be incorporated into passenger cars.