VMC+0.54%11.7%
MLM-11.13%10.7%
AMRZ-1.25%8.7%
WY+9.08%8.7%
WFG+14.97%7.8%
CRH-19.87%6.8%
EXP+5.61%6.8%
RYN+4.29%5.8%
KNF-3.64%4.9%
CFP.TO+30.06%3.9%
HOLN.SW-8.62%3.9%
IFP.TO+54.07%3.9%
USLM-1.61%3.9%
BCC+15.22%2.9%
CX+0.52%2.9%
SJ.TO-8.14%2.9%
HEI.DE-28.41%1.9%
MCEM+14.71%1.9%
As of Aug 6, 2026, 4:25 AM ET
Homebuilding '26: Raw Homebuilding Materials Constituents
Vulcan Materials CompanyVMC | 11.7% | 0.59% | 2.53% | -5.93% | 6.78% | 0.54% | -7.49% | 19.44% | 1.84% | $37.16B |
Martin Marietta Materials, Inc.MLM | 10.7% | -0.44% | -1.11% | -8.58% | 5.38% | -11.13% | -18.11% | 12.37% | -7.47% | $33.24B |
Amrize LtdAMRZ | 8.7% | 1.99% | 7.37% | -2.09% | 8.12% | -1.25% | -17.83% | 2.72% | 6.79% | $29.27B |
Weyerhaeuser CompanyWY | 8.7% | 0.04% | 7.94% | 10.43% | 3.24% | 9.08% | 5.34% | -12.35% | 1.14% | $18.63B |
West Fraser Timber Co. Ltd.WFG | 7.8% | 0.33% | 6.15% | 3.87% | 8.34% | 14.97% | 5.69% | -9.52% | -1.48% | $5.34B |
CRH plcCRH | 6.8% | 1.17% | 0.13% | -7.05% | 5.25% | -19.87% | -16.65% | 10.34% | 2.46% | $66.82B |
Eagle Materials Inc.EXP | 6.8% | 1.06% | 2.21% | 0.34% | 6.50% | 5.61% | -2.47% | -6.98% | -1.01% | $6.74B |
Rayonier Inc.RYN | 5.8% | 0.41% | 2.04% | 1.94% | 1.10% | 4.29% | 5.06% | -11.43% | 2.77% | $3.41B |
Knife River CorporationKNF | 4.9% | -2.47% | -13.16% | -20.29% | -7.35% | -3.64% | -23.81% | -28.80% | -22.26% | $3.85B |
Canfor CorporationCFP.TO | 3.9% | -0.51% | 12.79% | 15.57% | 3.80% | 30.06% | 10.29% | 3.17% | 17.02% | $1.30B |
Holcim LtdHOLN.SW | 3.9% | -0.77% | -1.11% | -6.86% | -1.31% | -8.62% | -2.78% | -17.34% | 7.86% | $49.77B |
Interfor CorporationIFP.TO | 3.9% | 0.67% | 7.75% | 3.78% | 9.42% | 54.07% | 31.62% | -10.23% | 6.20% | $528.9M |
United States Lime & Minerals, Inc.USLM | 3.9% | 1.88% | 6.14% | 14.62% | 6.81% | -1.61% | 3.20% | 26.83% | 10.50% | $3.38B |
Boise Cascade CompanyBCC | 2.9% | -1.95% | 8.94% | 12.65% | 11.02% | 15.22% | 2.49% | -16.92% | 2.27% | $2.98B |
CEMEX, S.A.B. de C.V.CX | 2.9% | -0.52% | -4.23% | -6.25% | -2.28% | 0.52% | -7.67% | 102.99% | 37.66% | $16.76B |
Stella-Jones Inc.SJ.TO | 2.9% | 0.00% | 3.58% | 0.43% | 2.45% | -8.14% | -16.96% | 19.49% | 0.49% | $3.08B |
HeidelbergCement AGHEI.DE | 1.9% | 0.12% | -2.16% | -6.50% | 1.08% | -28.41% | -16.17% | 4.39% | -18.00% | $33.11B |
The Monarch Cement CompanyMCEM | 1.9% | -0.37% | -2.65% | -3.95% | -0.85% | 14.71% | 2.56% | 25.53% | 19.64% | $699.2M |
| Theme return | — | 0.25% | 2.77% | -1.24% | 4.68% | 3.87% | -4.30% | 6.78% | 4.25% | — |
| Average | 5.6% | 0.07% | 2.40% | -0.22% | 3.75% | 3.69% | -3.54% | 6.32% | 3.69% | $17.56B |
| Median | 4.4% | 0.08% | 2.37% | -0.87% | 4.53% | 0.53% | -2.62% | 2.95% | 2.37% | $6.04B |
| Std Dev | 2.9% | 1.11% | 5.90% | 9.06% | 4.59% | 18.06% | 13.24% | 28.14% | 12.93% | $19.14B |
| Min | 1.9% | -2.47% | -13.16% | -20.29% | -7.35% | -28.41% | -23.81% | -28.80% | -22.26% | $528.9M |
| Max | 11.7% | 1.99% | 12.79% | 15.57% | 11.02% | 54.07% | 31.62% | 102.99% | 37.66% | $66.82B |
| % Positive Tickers | 55.56% | 66.67% | 50.00% | 77.78% | 55.56% | 44.44% | 55.56% | 72.22% |
About this theme
Homebuilding '26: Raw Homebuilding Materials tracks 18 publicly listed stocks in this theme. Sample tickers: AMRZ, BCC, CFP.TO, CRH, CX, EXP, HEI.DE, HOLN.SW, IFP.TO, KNF, MCEM, MLM, and 6 more. Use the table below for the full list.
