Investment management firm Andvari Associates stated in its Q2 2026 investor letter that Martin Marietta Materials, Inc. (NYSE:MLM), one of the largest aggregates companies in the U.S., is a minor beneficiary of the AI theme due to robust construction activity in data centers and power generation. The firm noted that AI and data center-related revenues are not the majority for MLM. Martin Marietta Materials closed at $517.07 per share on September 2, 2026, with a market capitalization of $36.72 billion.