Vanquish Resources & Industry
Holdings
An ever expanding global population coupled with the increased energy demands that come with tech and AI advancements has an obvious impact on the world's natural resources, places increased demand on both fossil, nuclear and clean energy solutions and requires a whole new level of infrastructure. This strongly benefits mining, energy, construction and logistics companies.
Vanquish Resources & Industry aims to capitalise from this though investment in these sectors and the heavy industry providers and suppliers that benefit from increased spending and development contracts.
ArcelorMittal
The world’s largest steel producer, playing a critical role in building infrastructure, factories and manufacturing equipment, including that required for renewable energy, semiconductors, data centres, electric vehicles, 5G networks and other tech related industries.
MasTec
A leading U.S. infrastructure engineering and construction company, positioned to strongly benefit from the increasing demand for essential energy, utility and communications network services, including grid modernisation, fibre-optic expansion, and critical telecom and utility infrastructure.
BHP
BHP is one of the world's largest mining companies, focused on commodities like iron ore, copper, and coal. As demand for these materials continues, particularly with the rise in renewable energy demand boosting copper needs for electric vehicles and green technologies, BHP is poised for strong growth.
Rio Tinto
A leader in mining, with a diverse portfolio including iron ore, aluminium, copper, and lithium. Rio Tinto's position in battery metals (such as lithium) makes it a strong candidate for growth as the electric vehicle market accelerates.
Caterpillar
A leading manufacturer of construction and mining equipment. As infrastructure spending increases globally, especially in developing countries, Caterpillar is well positioned for growth in equipment demand.
NEXTEra Energy
A leader in renewable energy generation with a strong portfolio of wind and solar energy projects. As the world transitions to clean energy, NextEra is well-positioned to capitalise on this growth, making it a key player for long-term growth in the resources sector.
Enbridge
A leader in energy infrastructure, Enbridge owns and operates oil and gas pipelines, along with renewable energy assets. With rising energy demand globally, Enbridge will benefit from its expanding portfolio of clean energy projects.
Vulcan Materials
The largest producer of construction aggregates in the US and a major supplier of aggregate-based construction materials, Vulcan is a market leader, manufacturing essential materials for infrastructure projects, including roads, bridges, waterworks, ports, and buildings.
Union Pacific
One of the largest railway operators in North America, Union Pacific stands to benefit from a booming transportation sector, particularly as infrastructure projects expand. The company also benefits from increased trade across the US.
Vinci
A global leader in construction, engineering, and infrastructure development, Vinci is involved in large-scale infrastructure projects worldwide, including toll roads, airports, and rail networks. With global infrastructure demand increasing, Vinci stands to benefit.
Anglo American
A diversified mining giant with exposure to platinum, diamonds, copper, and iron ore. As demand for these critical minerals continues to rise, especially driven by electric vehicles and renewables, Anglo American is poised for substantial growth.
Teck Resources
Teck Resources is a major copper producer, benefiting from rising demand in semiconductors, electric vehicles, and green energy. It also produces zinc and metallurgical coal, diversifying its portfolio, and its sustainability efforts align with global environmental trends.