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• Hawkins Inc (HWKN) operates across water treatment, industrial chemicals, and specialty chemical blending, giving it a diversified base of revenue streams.
• Henkel AG & Co KGaA (HELKF) operates two core business areas, Adhesive Technologies and Consumer Brands, giving it exposure to both industrial and household end markets.
• International Flavors & Fragrances Inc (IFF) operates across flavours, fragrances, food ingredients and health & biosciences, making it a diversified player within the specialty ingredients segment of the broader chemicals sector.
• IMCD NV (IMDZF) operates an asset-light distribution model connecting specialty chemical and ingredient producers with a fragmented base of downstream customers.
• Ingevity Corp (NGVT) operates across performance chemicals, performance materials (including automotive-grade activated carbon), and road technologies segments.
• Innospec Inc (IOSP) operates across three core segments: fuel specialties, performance chemicals, and oilfield services chemicals.
• Keppel Infrastructure Trust (KPLIF) is a Singapore-listed business trust with a portfolio spanning energy, distribution, and environmental and waste management infrastructure, including chemicals-adjacent industrial assets.
• Daqo New Energy Corp (DQ) is a China-based producer of high-purity polysilicon, a key input material for solar photovoltaic cell manufacturing.
• Dongyue Group Ltd (DNGYF) is one of China's larger fluorochemical and organic silicone producers, spanning refrigerants, polymer materials, and downstream chemical products.
• Eastman Chemical Co (EMN) is a diversified specialty chemicals and advanced materials producer with a long-standing dividend track record that continues to draw shareholder focus.
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