Construction Materials
Construction Materials is gaining market weight. Lost weight for 2 consecutive months.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Mar 2021 – Feb 2026 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| CRH plc → CRH | Construction Materials | United States | 0.110% | +0.110 pp | +17.9% | 0.0 |
| Vulcan Materials Company → VMC | Construction Materials | United States | 0.056% | -0.018 pp | +26.3% | 0.0 |
| Martin Marietta Materials → MLM | Construction Materials | United States | 0.056% | -0.010 pp | +40.8% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Feb 2026 | 0.222% | -0.087 pp | +0.071 pp | +0.065 pp | +0.083 pp | +0.9% |
| Jan 2026 | 0.308% | -0.003 pp | +0.161 pp | +0.159 pp | +0.154 pp | -8.9% |
| Dec 2025 | 0.311% | +0.160 pp | +0.154 pp | +0.166 pp | +0.163 pp | -5.0% |
| Nov 2025 | 0.151% | +0.004 pp | -0.006 pp | -0.003 pp | -0.014 pp | -11.8% |
| Oct 2025 | 0.147% | -0.010 pp | -0.002 pp | -0.012 pp | -0.023 pp | -14.3% |
| Sep 2025 | 0.157% | +0.001 pp | +0.012 pp | +0.015 pp | +0.004 pp | +2.7% |
| Aug 2025 | 0.157% | +0.007 pp | +0.003 pp | +0.018 pp | -0.000 pp | +1.6% |
| Jul 2025 | 0.150% | +0.004 pp | -0.009 pp | -0.005 pp | +0.019 pp | -14.4% |
| Jun 2025 | 0.146% | -0.008 pp | +0.003 pp | -0.003 pp | +0.021 pp | -10.8% |
| May 2025 | 0.154% | -0.005 pp | +0.015 pp | -0.011 pp | +0.022 pp | -11.5% |
| Apr 2025 | 0.159% | +0.017 pp | +0.005 pp | -0.011 pp | -0.044 pp | -14.3% |
| Mar 2025 | 0.142% | +0.003 pp | -0.006 pp | -0.011 pp | -0.063 pp | -23.6% |
| Feb 2025 | 0.139% | -0.015 pp | -0.026 pp | -0.018 pp | -0.064 pp | -22.9% |
| Jan 2025 | 0.154% | +0.006 pp | -0.016 pp | +0.024 pp | -0.028 pp | -5.0% |
| Dec 2024 | 0.149% | -0.016 pp | -0.005 pp | +0.024 pp | -0.033 pp | -7.1% |
| Nov 2024 | 0.165% | -0.005 pp | +0.008 pp | +0.033 pp | -0.013 pp | +5.0% |
| Oct 2024 | 0.170% | +0.017 pp | +0.039 pp | -0.033 pp | -0.005 pp | +8.1% |
| Sep 2024 | 0.154% | -0.004 pp | +0.029 pp | -0.052 pp | -0.021 pp | -2.6% |
| Aug 2024 | 0.157% | +0.027 pp | +0.025 pp | -0.046 pp | -0.023 pp | -5.5% |
| Jul 2024 | 0.131% | +0.006 pp | -0.073 pp | -0.052 pp | +0.007 pp | +10.7% |
| Jun 2024 | 0.124% | -0.008 pp | -0.081 pp | -0.058 pp | -0.011 pp | -4.0% |
| May 2024 | 0.132% | -0.071 pp | -0.071 pp | -0.046 pp | +0.007 pp | +11.6% |
| Apr 2024 | 0.203% | -0.002 pp | +0.021 pp | +0.029 pp | +0.049 pp | +32.8% |
| Mar 2024 | 0.205% | +0.002 pp | +0.023 pp | +0.031 pp | +0.052 pp | +35.6% |
| Feb 2024 | 0.203% | +0.020 pp | +0.025 pp | +0.023 pp | +0.040 pp | +25.4% |
| Jan 2024 | 0.183% | +0.001 pp | +0.008 pp | +0.059 pp | +0.023 pp | +16.6% |
| Dec 2023 | 0.182% | +0.004 pp | +0.008 pp | +0.046 pp | +0.022 pp | +13.9% |
| Nov 2023 | 0.178% | +0.003 pp | -0.002 pp | +0.053 pp | +0.018 pp | +10.0% |
| Oct 2023 | 0.175% | +0.000 pp | +0.051 pp | +0.020 pp | +0.023 pp | +10.0% |
| Sep 2023 | 0.174% | -0.006 pp | +0.039 pp | +0.021 pp | +0.013 pp | +6.6% |
| Aug 2023 | 0.180% | +0.056 pp | +0.055 pp | +0.017 pp | +0.024 pp | +14.3% |
| Jul 2023 | 0.124% | -0.011 pp | -0.031 pp | -0.036 pp | -0.027 pp | +16.4% |
| Jun 2023 | 0.136% | +0.010 pp | -0.018 pp | -0.024 pp | -0.010 pp | +35.5% |
| May 2023 | 0.125% | -0.030 pp | -0.038 pp | -0.035 pp | -0.030 pp | +17.6% |
| Apr 2023 | 0.155% | +0.002 pp | -0.005 pp | +0.003 pp | -0.008 pp | +0.3% |
| Mar 2023 | 0.153% | -0.010 pp | -0.007 pp | -0.008 pp | -0.010 pp | +0.7% |
| Feb 2023 | 0.163% | +0.003 pp | +0.003 pp | +0.006 pp | -0.003 pp | +6.8% |
| Jan 2023 | 0.160% | +0.000 pp | +0.008 pp | +0.009 pp | -0.007 pp | +3.6% |
| Dec 2022 | 0.160% | -0.000 pp | -0.002 pp | +0.014 pp | -0.017 pp | -0.5% |
| Nov 2022 | 0.160% | +0.008 pp | +0.003 pp | +0.005 pp | -0.011 pp | +5.8% |
| Oct 2022 | 0.152% | -0.010 pp | +0.001 pp | -0.011 pp | -0.015 pp | +7.9% |
| Sep 2022 | 0.161% | +0.005 pp | +0.015 pp | -0.002 pp | +0.008 pp | +18.9% |
| Aug 2022 | 0.157% | +0.006 pp | +0.002 pp | -0.009 pp | -0.005 pp | +8.5% |
| Jul 2022 | 0.151% | +0.005 pp | -0.012 pp | -0.016 pp | -0.009 pp | +5.9% |
| Jun 2022 | 0.146% | -0.009 pp | -0.017 pp | -0.030 pp | -0.013 pp | -0.7% |
| May 2022 | 0.155% | -0.008 pp | -0.011 pp | -0.016 pp | -0.013 pp | -1.0% |
| Apr 2022 | 0.163% | -0.000 pp | -0.004 pp | -0.003 pp | -0.003 pp | +5.3% |
| Mar 2022 | 0.163% | -0.003 pp | -0.013 pp | +0.009 pp | +0.078 pp | +5.4% |
| Feb 2022 | 0.166% | -0.001 pp | -0.005 pp | +0.004 pp | +0.080 pp | +3.4% |
| Jan 2022 | 0.167% | -0.010 pp | +0.000 pp | +0.007 pp | +0.076 pp | +16.4% |
| Dec 2021 | 0.176% | +0.005 pp | +0.023 pp | +0.017 pp | +0.025 pp | +24.9% |
| Nov 2021 | 0.171% | +0.005 pp | +0.009 pp | +0.003 pp | +0.022 pp | +21.4% |
| Oct 2021 | 0.166% | +0.012 pp | +0.007 pp | +0.001 pp | -0.003 pp | +2.3% |
| Sep 2021 | 0.154% | -0.008 pp | -0.005 pp | +0.069 pp | +0.153 pp | +6.4% |
| Aug 2021 | 0.162% | +0.002 pp | -0.006 pp | +0.076 pp | +0.162 pp | +32.9% |
| Jul 2021 | 0.160% | +0.001 pp | -0.006 pp | +0.069 pp | +0.159 pp | +23.4% |
| Jun 2021 | 0.159% | -0.009 pp | +0.074 pp | +0.008 pp | +0.159 pp | +15.4% |
| May 2021 | 0.168% | +0.003 pp | +0.082 pp | +0.020 pp | +0.168 pp | +27.0% |
| Apr 2021 | 0.165% | +0.081 pp | +0.075 pp | -0.004 pp | +0.015 pp | +17.1% |
| Mar 2021 | 0.085% | -0.002 pp | -0.066 pp | +0.084 pp | +0.085 pp | +8.3% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.