
CMC+4.02%6.3%

CRH-30.12%6.3%

CX+7.62%6.3%

EXP-26.68%6.3%

GCC.MX+4.00%6.3%

HOLN.SW-7.34%6.3%

MDU+8.82%6.3%

MLM-24.10%6.3%

NUE+73.81%6.3%

SGO.PA-30.68%6.3%

STLD+61.96%6.3%

SUM0.00%6.3%

TRN-1.73%6.3%

USLM-13.03%6.3%

VMC-20.10%6.3%

VMI+21.86%6.3%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '25: Core Construction Materials Constituents
CEMEX, S.A.B. de C.V.CX | 6.3% | 1.38% | -4.79% | -7.84% | 3.72% | -15.14% | -22.06% | 71.35% | 7.62% | 59.63% | 33.81% | $13.83B |
Commercial Metals CompanyCMC | 6.3% | 1.37% | -6.14% | -11.77% | -2.73% | -11.86% | -16.77% | 30.17% | 4.02% | 22.50% | 116.57% | $7.03B |
Compagnie de Saint-Gobain S.A.SGO.PA | 6.3% | 1.18% | -6.89% | -12.56% | 1.18% | -25.61% | -25.33% | -24.94% | -30.68% | -14.09% | 26.20% | $37.01B |
CRH plcCRH | 6.3% | 0.29% | -3.84% | -8.65% | 3.62% | -32.17% | -29.44% | -6.59% | -30.12% | -6.89% | 90.03% | $54.75B |
Eagle Materials Inc.EXP | 6.3% | -0.99% | -6.44% | -11.97% | -0.99% | -17.09% | -23.43% | -26.97% | -26.68% | -39.60% | 30.08% | $5.26B |
GCC, S.A.B. de C.V.GCC.MX | 6.3% | 1.01% | -8.34% | -12.89% | 0.96% | -4.64% | -16.82% | 0.39% | 4.00% | 28.20% | 35.20% | $3.19B |
Holcim LtdHOLN.SW | 6.3% | 0.28% | -6.13% | -10.90% | 0.28% | -20.67% | -15.61% | -28.24% | -7.34% | -18.46% | 83.43% | $43.15B |
Martin Marietta Materials, Inc.MLM | 6.3% | 0.69% | -4.56% | -7.83% | -0.54% | -23.46% | -29.48% | -3.23% | -24.10% | -7.20% | 39.32% | $28.97B |
MDU Resources Group, Inc.MDU | 6.3% | 0.76% | 3.66% | -2.88% | 4.17% | -1.43% | -6.96% | 14.77% | 8.82% | 28.76% | 81.40% | $3.89B |
Nucor CorporationNUE | 6.3% | 1.87% | -1.64% | -8.46% | 2.39% | 48.14% | 36.61% | 96.40% | 73.81% | 59.65% | 158.37% | $54.75B |
Steel Dynamics, Inc.STLD | 6.3% | 2.57% | -0.06% | -5.56% | 3.40% | 38.01% | 21.09% | 83.62% | 61.96% | 82.63% | 318.95% | $33.25B |
Summit Materials, Inc.SUM | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 41.64% | 60.11% | $9.23B |
Trinity Industries, Inc.TRN | 6.3% | 1.28% | -1.91% | -2.54% | 5.78% | 3.21% | -20.16% | -3.27% | -1.73% | -18.52% | 9.43% | $2.08B |
United States Lime & Minerals, Inc.USLM | 6.3% | -0.31% | -0.25% | -1.71% | 1.92% | -5.21% | -0.58% | 22.19% | -13.03% | 21.40% | 370.26% | $3.18B |
Valmont Industries, Inc.VMI | 6.3% | 2.23% | 2.46% | 3.19% | 2.23% | 18.99% | 4.09% | 61.44% | 21.86% | 66.85% | 106.12% | $9.24B |
Vulcan Materials CompanyVMC | 6.3% | -0.38% | -2.21% | -8.16% | -0.65% | -15.01% | -21.81% | 0.96% | -20.10% | 1.21% | 46.11% | $31.50B |
| Theme return | — | 0.83% | -2.94% | -7.10% | 1.27% | -3.90% | -10.48% | 18.80% | 1.09% | 23.14% | 117.15% | — |
| Average | 6.3% | 0.83% | -2.94% | -6.91% | 1.55% | -4.00% | -10.42% | 18.00% | 1.77% | 19.23% | 100.34% | $21.27B |
| Median | 6.3% | 0.89% | -3.02% | -8.00% | 1.55% | -8.53% | -16.80% | 0.68% | -0.86% | 21.95% | 70.76% | $11.53B |
| Std Dev | 0.0% | 0.95% | 3.40% | 4.71% | 2.19% | 21.63% | 18.06% | 38.57% | 29.21% | 34.79% | 100.22% | $18.38B |
| Min | 6.3% | -0.99% | -8.34% | -12.89% | -2.73% | -32.17% | -29.48% | -28.24% | -30.68% | -39.60% | 9.43% | $2.08B |
| Max | 6.3% | 2.57% | 3.66% | 3.19% | 5.78% | 48.14% | 36.61% | 96.40% | 73.81% | 82.63% | 370.26% | $54.75B |
| % Positive Tickers | 75.00% | 12.50% | 6.25% | 68.75% | 25.00% | 18.75% | 56.25% | 43.75% | 62.50% | 100.00% |