Cobalt is a key metal used in lithium batteries for electric vehicles (EV), and is mainly produced in Congo Africa, by Glencore.
II-VI Incorporated (IIVI) a global leader in engineered materials and optoelectronic components, is a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets.
Lumentum Holdings Inc. (LITE) is part of former JDSU, a leading supplier of VCSELs for 3D sensing to Apple.
Brookfield Global Listed Infrastructure Income Fund Inc. (INF) : securities of publicly traded infrastructure companies across the world. It pays dividends each month, about 7% return.
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