According to the ETF Finder at ETF Channel, VMC makes up 1.36% of the Materials Select Sector SPDR Fund ETF (XLB) which is higher by about 0.1% on the day Wednesday.
In afternoon trading Wednesday, VMC was down about 0.5% on the day.
Armstrong World, Lennox and Owens Corning are in bull market territory since the election. Masco performs with the market and Vulcan Materials is in correction territory.
If there really is going to be an infrastructure bill, the company should focus on consolidation.