Theme · live manifest · live theme JSON
Euro Spend '25: Building Tech & Materials
6 tickers · $99.79B total market cap
Group: Euro Spend
EU fiscal spending is accelerating investment into green buildings, energy efficiency, and climate-resilient infrastructure. This subtheme captures the value chain across insulation, piping, smart buildings, and sustainable materials used in publicly funded retrofits and housing expansions.
Euro Spend '25: Building Tech & Materials tracks 6 publicly listed stocks in this theme: ANTO.LSE, GEBN.SW, KRX.IR, LIFCO-B.ST, ROCK-B.CO, SGO.PA. See the constituent table for details.
Thesis update: 2025-04-08
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 |
|---|---|---|---|---|---|---|---|---|
Compagnie de Saint-Gobain S.A.SGO.PA | 02/26/2026 (AMC) | — | -0.79% | — | -16.38% | — | $42.93B | 16.6667 |
Geberit AGGEBN.SW | 08/20/2025 (BMO) | — | -4.91% | — | -15.43% | — | $21.14B | 16.6667 |
Kingspan Group plcKRX.IR | 02/20/2026 (AMC) | — | 0.38% | — | -17.51% | — | $15.47B | 16.6667 |
Lifco AB (publ)LIFCO-B.ST | 04/24/2026 (BMO) | 04/24/2026 (BMO) | -0.18% | -2.17% | -1.47% | -6.59% | $13.68B | 16.6667 |
Rockwool A/SROCK-B.CO | 02/04/2026 (BMO) | 05/19/2026 (AMC) | 3.29% | — | -15.20% | — | $6.06B | 16.6667 |
Antofagasta plcANTO.LSE | 02/17/2026 (AMC) | — | 6.32% | — | -9.20% | — | $501.3M | 16.6667 |
| Average | 0.69% | -2.17% | -12.53% | -6.59% | $16.63B | 16.6667 | ||
| Median | 0.10% | -2.17% | -15.32% | -6.59% | $14.58B | 16.6667 | ||
| Std Dev | 3.48% | 0.00% | 5.61% | 0.00% | $13.50B | 0.0% | ||
| Min | -4.91% | -2.17% | -17.51% | -6.59% | $501.3M | 16.6667 | ||
| Max | 6.32% | -2.17% | -1.47% | -6.59% | $42.93B | 16.6667 | ||
| % Positive Tickers | 50.00% | 0.00% | 0.00% | 0.00% |
* 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%.