Theme · live manifest · live theme JSON
Data Centers '25: Industrial Inputs & Distribution
9 tickers · $623.53B total market cap
Group: Data Centers
Data Centers '25: Industrial Inputs & Distribution tracks 9 publicly listed stocks in this theme: AI.PA, APD, FAST, FTV, GWW, LIN, ROP, TDY, TRMB. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
Linde plcLIN | 05/01/2026 (BMO) | 05/01/2026 (BMO) | -5.30% | 1.35% | 11.80% | -0.36% | $236.32B | 11.1111 |
L'Air Liquide S.A.AI.PA | 02/20/2026 (BMO) | — | 4.93% | — | -1.91% | — | $117.40B | 11.1111 |
Air Products and Chemicals, Inc.APD | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 6.44% | -0.47% | 11.01% | -3.08% | $65.31B | 11.1111 |
W.W. Grainger, Inc.GWW | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.80% | 5.46% | -2.11% | 1.09% | $59.73B | 11.1111 |
Fastenal CompanyFAST | 04/13/2026 (BMO) | 04/13/2026 (BMO) | 1.99% | -9.25% | 10.22% | -2.35% | $50.51B | 11.1111 |
Roper Technologies, Inc.ROP | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -11.82% | -3.11% | 1.21% | -6.93% | $34.07B | 11.1111 |
Teledyne Technologies IncorporatedTDY | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 9.78% | 1.39% | 3.41% | -6.95% | $28.61B | 11.1111 |
Fortive CorporationFTV | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 10.76% | -4.40% | -0.68% | -1.39% | $18.74B | 11.1111 |
Trimble Inc.TRMB | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -4.17% | -9.54% | -3.92% | -11.79% | $12.83B | 11.1111 |
| Average | 2.38% | -2.32% | 3.22% | -3.97% | $69.28B | 11.1111 | ||
| Median | 4.93% | -1.79% | 1.21% | -2.72% | $50.51B | 11.1111 | ||
| Std Dev | 7.40% | 4.95% | 5.85% | 3.99% | $66.09B | 0.0% | ||
| Min | -11.82% | -9.54% | -3.92% | -11.79% | $12.83B | 11.1111 | ||
| Max | 10.76% | 5.46% | 11.80% | 1.09% | $236.32B | 11.1111 | ||
| % Positive Tickers | 66.67% | 37.50% | 55.56% | 12.50% |
* 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%.