CMC+13.91%6.3%
CRH+8.83%6.3%
CX+66.94%6.3%
EXP-9.19%6.3%
GCC.MX+24.64%6.3%
HOLN.SW+13.16%6.3%
MDU+26.26%6.3%
MLM+1.33%6.3%
NUE+55.10%6.3%
SGO.PA-28.34%6.3%
STLD+61.65%6.3%
SUM0.00%6.3%
TRN+24.34%6.3%
USLM-2.68%6.3%
VMC+6.65%6.3%
VMI+60.76%6.3%
As of Jul 10, 2026, 7:14 AM ET
Data Centers '25: Core Construction Materials Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
CRH plcCRH | 6.3% | 2.98% | 1.37% | -4.14% | -0.79% | -16.38% | -13.02% | 15.15% | 8.83% | $69.73B |
Nucor CorporationNUE | 6.3% | 1.42% | -1.94% | -2.52% | 1.49% | 36.28% | 25.67% | 80.67% | 55.10% | $50.62B |
Holcim LtdHOLN.SW | 6.3% | 1.15% | -0.07% | 0.91% | 0.41% | -7.99% | -2.12% | -16.77% | 13.16% | $49.91B |
Compagnie de Saint-Gobain S.A.SGO.PA | 6.3% | 1.45% | -0.79% | -4.09% | -4.84% | -16.87% | -16.57% | -16.13% | -28.34% | $41.86B |
Vulcan Materials CompanyVMC | 6.3% | 3.16% | 0.75% | -4.97% | -2.14% | 1.23% | -6.86% | 20.25% | 6.65% | $37.46B |
Martin Marietta Materials, Inc.MLM | 6.3% | 0.50% | 0.33% | -1.61% | -1.27% | -8.15% | -15.37% | 16.13% | 1.33% | $34.34B |
Steel Dynamics, Inc.STLD | 6.3% | -0.95% | -2.93% | -4.98% | 0.14% | 31.05% | 14.98% | 74.36% | 61.65% | $32.02B |
CEMEX, S.A.B. de C.V.CX | 6.3% | -0.16% | 1.64% | 1.89% | 1.98% | 7.66% | -1.12% | 117.40% | 66.94% | $17.95B |
Valmont Industries, Inc.VMI | 6.3% | 1.51% | 1.16% | -4.65% | -2.20% | 35.89% | 18.87% | 84.37% | 60.76% | $10.61B |
Summit Materials, Inc.SUM | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $9.23B |
Commercial Metals CompanyCMC | 6.3% | 0.00% | -3.16% | -6.98% | -1.78% | -13.15% | -17.98% | 28.27% | 13.91% | $6.65B |
Eagle Materials Inc.EXP | 6.3% | -2.29% | 0.98% | -9.63% | -6.17% | -0.51% | -8.12% | -12.37% | -9.19% | $6.35B |
MDU Resources Group, Inc.MDU | 6.3% | 0.00% | -0.24% | -3.12% | 0.34% | 6.45% | 0.48% | 23.95% | 26.26% | $4.34B |
GCC, S.A.B. de C.V.GCC.MX | 6.3% | -0.57% | -0.86% | -3.04% | -2.09% | 14.29% | -0.31% | 20.32% | 24.64% | $3.78B |
United States Lime & Minerals, Inc.USLM | 6.3% | 2.32% | 1.75% | -2.52% | -6.44% | -17.15% | -13.10% | 6.80% | -2.68% | $2.85B |
Trinity Industries, Inc.TRN | 6.3% | 0.00% | 1.99% | -0.14% | 2.80% | 31.73% | 1.90% | 23.46% | 24.34% | $2.77B |
| Theme return | — | 0.66% | 0.00% | -3.10% | -0.53% | 6.48% | -0.82% | 31.06% | 21.72% | — |
| Average | 6.3% | 0.66% | 0.00% | -3.10% | -1.28% | 5.27% | -2.04% | 29.12% | 20.21% | $23.78B |
| Median | 6.3% | 0.25% | 0.17% | -3.08% | -1.03% | 0.62% | -1.62% | 20.29% | 13.54% | $14.28B |
| Std Dev | 0.0% | 1.41% | 1.55% | 2.87% | 2.62% | 18.69% | 12.43% | 38.20% | 27.10% | $20.74B |
| Min | 6.3% | -2.29% | -3.16% | -9.63% | -6.44% | -17.15% | -17.98% | -16.77% | -28.34% | $2.77B |
| Max | 6.3% | 3.16% | 1.99% | 1.89% | 2.80% | 36.28% | 25.67% | 117.40% | 66.94% | $69.73B |
| % Positive Tickers | 50.00% | 50.00% | 12.50% | 37.50% | 50.00% | 31.25% | 75.00% | 75.00% |
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.