CMC+12.54%6.3%
CRH-16.11%6.3%
CX+24.83%6.3%
EXP-13.31%6.3%
GCC.MX+26.65%6.3%
HOLN.SW+5.11%6.3%
MDU+20.63%6.3%
MLM-12.00%6.3%
NUE+64.69%6.3%
SGO.PA-17.48%6.3%
STLD+72.35%6.3%
SUM0.00%6.3%
TRN+2.72%6.3%
USLM-2.16%6.3%
VMC-5.60%6.3%
VMI+29.43%6.3%
As of Aug 24, 2026, 4:53 AM ET
Data Centers '25: Core Construction Materials Constituents
CEMEX, S.A.B. de C.V.CX | 6.3% | 4.81% | -0.71% | -7.88% | -6.01% | -3.31% | -11.19% | 95.25% | 69.43% | 41.22% | 24.83% | $16.12B |
Commercial Metals CompanyCMC | 6.3% | 1.58% | -7.95% | -3.83% | -3.51% | -4.20% | -9.54% | 41.47% | 24.04% | 112.26% | 12.54% | $7.34B |
Compagnie de Saint-Gobain S.A.SGO.PA | 6.3% | 0.50% | -3.34% | 12.49% | 1.21% | -7.20% | -6.86% | -6.37% | 9.02% | 40.92% | -17.48% | $46.46B |
CRH plcCRH | 6.3% | 2.13% | -5.76% | -4.81% | 0.06% | -23.82% | -20.76% | 4.90% | 6.21% | 101.51% | -16.11% | $63.53B |
Eagle Materials Inc.EXP | 6.3% | 2.03% | -3.40% | -3.05% | 1.02% | 0.17% | -7.49% | -11.77% | -21.71% | 39.95% | -13.31% | $6.35B |
GCC, S.A.B. de C.V.GCC.MX | 6.3% | 5.25% | 2.42% | 2.23% | 3.44% | 17.14% | 2.18% | 23.31% | 50.63% | 51.26% | 26.65% | $3.91B |
Holcim LtdHOLN.SW | 6.3% | 0.89% | -0.53% | -2.92% | -3.29% | -10.45% | -4.73% | -18.99% | -8.58% | 74.64% | 5.11% | $48.54B |
Martin Marietta Materials, Inc.MLM | 6.3% | 1.84% | -3.39% | -4.41% | 1.86% | -14.09% | -20.84% | 8.62% | -3.52% | 44.77% | -12.00% | $32.13B |
MDU Resources Group, Inc.MDU | 6.3% | -1.77% | -2.68% | -6.12% | 0.00% | 2.20% | -3.53% | 19.00% | 48.16% | 83.88% | 20.63% | $4.17B |
Nucor CorporationNUE | 6.3% | 1.31% | -10.41% | -1.59% | -5.31% | 49.37% | 37.74% | 98.02% | 66.30% | 114.23% | 64.69% | $55.48B |
Steel Dynamics, Inc.STLD | 6.3% | 4.42% | -13.28% | -7.46% | -8.99% | 34.95% | 18.41% | 79.55% | 90.64% | 250.55% | 72.35% | $32.78B |
Summit Materials, Inc.SUM | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 30.05% | 61.03% | 0.00% | $9.23B |
Trinity Industries, Inc.TRN | 6.3% | 0.17% | 3.65% | -20.37% | -4.64% | 12.67% | -12.84% | 5.59% | -4.70% | 21.02% | 2.72% | $2.37B |
United States Lime & Minerals, Inc.USLM | 6.3% | -1.09% | -1.32% | 7.12% | 7.79% | -0.71% | 4.14% | 27.99% | 46.39% | 314.69% | -2.16% | $3.41B |
Valmont Industries, Inc.VMI | 6.3% | 0.86% | -1.53% | -0.07% | 0.86% | 20.76% | 5.63% | 63.83% | 68.82% | 108.77% | 29.43% | $9.38B |
Vulcan Materials CompanyVMC | 6.3% | 1.98% | -3.90% | -1.31% | 2.78% | -3.22% | -10.95% | 14.97% | 8.72% | 55.17% | -5.60% | $35.77B |
| Theme return | — | 1.56% | -3.26% | -1.72% | -0.90% | 5.23% | -1.98% | 29.51% | 38.08% | 117.65% | 15.86% | — |
| Average | 6.3% | 1.56% | -3.26% | -2.62% | -0.80% | 4.39% | -2.54% | 27.84% | 29.99% | 94.74% | 12.02% | $23.56B |
| Median | 6.3% | 1.45% | -3.01% | -2.98% | 0.03% | -0.35% | -5.79% | 16.99% | 27.05% | 67.84% | 3.92% | $12.75B |
| Std Dev | 0.0% | 1.90% | 4.27% | 6.85% | 4.08% | 18.04% | 14.18% | 36.22% | 32.66% | 77.21% | 26.03% | $20.48B |
| Min | 6.3% | -1.77% | -13.28% | -20.37% | -8.99% | -23.82% | -20.84% | -18.99% | -21.71% | 21.02% | -17.48% | $2.37B |
| Max | 6.3% | 5.25% | 3.65% | 12.49% | 7.79% | 49.37% | 37.74% | 98.02% | 90.64% | 314.69% | 72.35% | $63.53B |
| % Positive Tickers | 81.25% | 12.50% | 18.75% | 50.00% | 43.75% | 31.25% | 75.00% | 75.00% | 100.00% | 56.25% |
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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.