Theme
Data Centers '25: Construction Materials☆
11 tickers$272.78B market cap
Thesis · Factor Profile · Watchlist
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CRH-29.36%15.0%

VMC-10.61%14.0%

MLM-18.36%12.0%

AMRZ-19.65%11.0%

NUE+86.09%11.0%

STLD+57.91%10.0%

CMC+2.77%7.0%

EXP-25.06%6.0%

CX+8.97%5.0%

KNF-15.48%5.0%

AWI-17.28%4.0%
As of Oct 26, 2026, 7:05 AM ET