In short: Building-materials leg of the physical-buildout cluster among Q2 top buys — aggregates and cement as the ground floor of the data-centre and grid construction cycle.
In short: ★ Today's rating change — moved off Holds/Trims and back onto the Buy List, rated B, on both lots (01/29/2024 @ $73.23, +33.27%; 04/28/2025 @ $98.51, −0.93%; marked $97.59). A re-promotion of the aggregates/building-materials name into the reindustrialization-and-hard-assets leg of the book, stated by the table rather than argued in prose this week.
CRH is one of the world's largest suppliers of the physical stuff construction runs on — cement, aggregates (crushed stone and sand), asphalt and ready-mix concrete — with a huge North American business rebuilding roads, bridges and industrial sites. Haymaker has held it for years; this week it moves from the "hold or trim" list back onto the buy list, on both of its lots. No fresh write-up accompanies the move, so read it as the building-materials name being re-promoted into the same hard-asset, reindustrialization side of the book that Hay keeps favouring over the AI complex.
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