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Data Centers '25: Core Construction Materials
16 tickers · $380.17B total market cap
Group: Data Centers
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.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
CRH plcCRH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 2.84% | 1.77% | -9.60% | -14.66% | $69.09B | 6.2500 |
Nucor CorporationNUE | 04/27/2026 (BMO) | 04/27/2026 (BMO) | -2.52% | 5.05% | 23.74% | -1.50% | $51.59B | 6.2500 |
Holcim LtdHOLN.SW | 02/27/2026 (BMO) | — | -0.74% | — | -2.10% | — | $49.98B | 6.2500 |
Compagnie de Saint-Gobain S.A.SGO.PA | 02/26/2026 (AMC) | — | -0.79% | — | -16.38% | — | $42.93B | 6.2500 |
Vulcan Materials CompanyVMC | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -8.63% | 3.53% | -2.64% | -14.01% | $34.56B | 6.2500 |
Martin Marietta Materials, Inc.MLM | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -6.78% | 0.27% | -7.15% | -13.32% | $33.37B | 6.2500 |
Steel Dynamics, Inc.STLD | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 0.61% | 2.20% | 30.44% | -0.75% | $32.96B | 6.2500 |
CEMEX, S.A.B. de C.V.CX | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 0.83% | 5.01% | -3.52% | -0.73% | $18.43B | 6.2500 |
Valmont Industries, Inc.VMI | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 4.46% | 13.87% | -1.08% | 5.23% | $9.72B | 6.2500 |
Summit Materials, Inc.SUM | 02/12/2025 (BMO) | — | 0.00% | — | 0.00% | — | $9.23B | 6.2500 |
Commercial Metals CompanyCMC | 03/26/2026 (BMO) | — | -6.62% | — | 18.98% | — | $7.77B | 6.2500 |
Eagle Materials Inc.EXP | 01/29/2026 (BMO) | 05/19/2026 (BMO) | -6.47% | — | -1.93% | — | $6.18B | 6.2500 |
MDU Resources Group, Inc.MDU | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -3.28% | 0.81% | 9.69% | -0.89% | $4.70B | 6.2500 |
GCC, S.A.B. de C.V.GCC.MX | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 2.24% | -0.93% | 5.92% | 1.16% | $3.95B | 6.2500 |
United States Lime & Minerals, Inc.USLM | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.56% | -16.99% | 12.24% | -4.86% | $2.99B | 6.2500 |
Trinity Industries, Inc.TRN | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 1.45% | 17.75% | -7.04% | -8.17% | $2.72B | 6.2500 |
| Average | -1.94% | 2.94% | 3.10% | -4.77% | $23.76B | 6.2500 | ||
| Median | -0.76% | 2.20% | -1.50% | -1.50% | $14.07B | 6.2500 | ||
| Std Dev | 4.02% | 8.39% | 12.41% | 6.47% | $20.63B | 0.0% | ||
| Min | -8.63% | -16.99% | -16.38% | -14.66% | $2.72B | 6.2500 | ||
| Max | 4.46% | 17.75% | 30.44% | 5.23% | $69.09B | 6.2500 | ||
| % Positive Tickers | 37.50% | 81.82% | 37.50% | 18.18% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.