Theme

Data Centers '25: Core Construction Materials☆

16 tickers$340.30B market cap
10D rank10D#801of 1,239 themes/1,239#26of 31 in Data Centers/31 Data Centers
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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%—
Average6.3%0.83%-2.94%-6.91%1.55%-4.00%-10.42%18.00%1.77%19.23%100.34%$21.27B
Median6.3%0.89%-3.02%-8.00%1.55%-8.53%-16.80%0.68%-0.86%21.95%70.76%$11.53B
Std Dev0.0%0.95%3.40%4.71%2.19%21.63%18.06%38.57%29.21%34.79%100.22%$18.38B
Min6.3%-0.99%-8.34%-12.89%-2.73%-32.17%-29.48%-28.24%-30.68%-39.60%9.43%$2.08B
Max6.3%2.57%3.66%3.19%5.78%48.14%36.61%96.40%73.81%82.63%370.26%$54.75B
% Positive Tickers75.00%12.50%6.25%68.75%25.00%18.75%56.25%43.75%62.50%100.00%
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