CMC+45.60%6.3%
CRH+2.46%6.3%
CX+37.66%6.3%
EXP-1.01%6.3%
GCC.MX+18.28%6.3%
HOLN.SW+7.86%6.3%
MDU+15.45%6.3%
MLM-7.47%6.3%
NUE+98.34%6.3%
SGO.PA-9.72%6.3%
STLD+117.59%6.3%
SUM0.00%6.3%
TRN+20.27%6.3%
USLM+10.50%6.3%
VMC+1.84%6.3%
VMI+34.79%6.3%
As of Aug 6, 2026, 4:25 AM ET
Data Centers '25: Core Construction Materials Constituents
CEMEX, S.A.B. de C.V.CX | 6.3% | -0.52% | -4.23% | -6.25% | -2.28% | 0.52% | -7.67% | 102.99% | 37.66% | $16.76B |
Commercial Metals CompanyCMC | 6.3% | 4.19% | 9.75% | 20.69% | 10.11% | 9.32% | 3.23% | 61.44% | 45.60% | $8.37B |
Compagnie de Saint-Gobain S.A.SGO.PA | 6.3% | 0.73% | 16.52% | 8.66% | 5.07% | -3.66% | -3.31% | -2.80% | -9.72% | $48.69B |
CRH plcCRH | 6.3% | 1.17% | 0.13% | -7.05% | 5.25% | -19.87% | -16.65% | 10.34% | 2.46% | $66.82B |
Eagle Materials Inc.EXP | 6.3% | 1.06% | 2.21% | 0.34% | 6.50% | 5.61% | -2.47% | -6.98% | -1.01% | $6.74B |
GCC, S.A.B. de C.V.GCC.MX | 6.3% | -1.90% | -3.47% | -6.95% | -2.28% | 10.66% | -3.47% | 16.50% | 18.28% | $3.68B |
Holcim LtdHOLN.SW | 6.3% | -0.77% | -1.11% | -6.86% | -1.31% | -8.62% | -2.78% | -17.34% | 7.86% | $49.77B |
Martin Marietta Materials, Inc.MLM | 6.3% | -0.44% | -1.11% | -8.58% | 5.38% | -11.13% | -18.11% | 12.37% | -7.47% | $33.24B |
MDU Resources Group, Inc.MDU | 6.3% | -0.30% | -5.79% | -1.72% | 0.35% | 2.56% | -3.19% | 19.42% | 15.45% | $4.18B |
Nucor CorporationNUE | 6.3% | 0.26% | 10.98% | 22.70% | 6.78% | 68.44% | 55.33% | 123.31% | 98.34% | $62.57B |
Steel Dynamics, Inc.STLD | 6.3% | 0.32% | 7.63% | 17.13% | 5.85% | 56.95% | 37.71% | 108.83% | 117.59% | $38.12B |
Summit Materials, Inc.SUM | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $9.23B |
Trinity Industries, Inc.TRN | 6.3% | 1.31% | -13.23% | -8.72% | 3.91% | 22.77% | -5.03% | 15.06% | 20.27% | $2.58B |
United States Lime & Minerals, Inc.USLM | 6.3% | 1.88% | 6.14% | 14.62% | 6.81% | -1.61% | 3.20% | 26.83% | 10.50% | $3.38B |
Valmont Industries, Inc.VMI | 6.3% | -1.41% | 2.11% | -12.00% | 3.05% | 23.38% | 7.93% | 67.40% | 34.79% | $9.58B |
Vulcan Materials CompanyVMC | 6.3% | 0.59% | 2.53% | -5.93% | 6.78% | 0.54% | -7.49% | 19.44% | 1.84% | $37.16B |
| Theme return | — | 0.39% | 1.82% | 1.41% | 3.69% | 10.10% | 2.56% | 35.52% | 24.47% | — |
| Average | 6.3% | 0.39% | 1.82% | 1.26% | 3.75% | 9.74% | 2.33% | 34.80% | 24.53% | $25.05B |
| Median | 6.3% | 0.29% | 1.12% | -3.82% | 5.16% | 1.55% | -2.98% | 17.96% | 12.98% | $13.17B |
| Std Dev | 0.0% | 1.39% | 7.02% | 11.23% | 3.63% | 22.81% | 18.15% | 42.71% | 35.26% | $22.00B |
| Min | 6.3% | -1.90% | -13.23% | -12.00% | -2.28% | -19.87% | -18.11% | -17.34% | -9.72% | $2.58B |
| Max | 6.3% | 4.19% | 16.52% | 22.70% | 10.11% | 68.44% | 55.33% | 123.31% | 117.59% | $66.82B |
| % Positive Tickers | 56.25% | 56.25% | 37.50% | 75.00% | 62.50% | 31.25% | 75.00% | 75.00% |
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About this theme
Data Centers '25: Core Construction Materials tracks 16 publicly listed stocks in this theme. Sample tickers: CMC, CRH, CX, EXP, GCC.MX, HOLN.SW, MDU, MLM, NUE, SGO.PA, STLD, SUM, and 4 more. Use the table below for the full list.