← 21 Aug 2026 · Short-term Top 10 — Materials
Short-term Top 10 — Materials — what changed on 24 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
The short-term score is a published weighted sum of percentile ranks, rebalanced every Monday. A list is a published formula and its output, not a recommendation. Method version 3.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership changes on 24 Aug 2026
Entered
- Ashland Global (ASH) (rank 0 → 3)
Entered 24 Aug 2026: score 62.8, rank 3 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - GREIF INC CLASS A (GEF) (rank 0 → 5)
Entered 24 Aug 2026: score 61.4, rank 5 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - International Flavors & Fragrances (IFF) (rank 0 → 2)
Entered 24 Aug 2026: score 64.4, rank 2 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Packaging Corporation of America (PKG) (rank 0 → 8)
Entered 24 Aug 2026: score 61.2, rank 8 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Southern Copper (SCCO) (rank 0 → 4)
Entered 24 Aug 2026: score 62.5, rank 4 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version). - Smurfit Westrock (SW) (rank 0 → 7)
Entered 24 Aug 2026: score 61.3, rank 7 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).
Left
- COMMERCIAL METALS (CMC) (rank 0 → 50)
Left 24 Aug 2026: score 44.0, rank 50 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Freeport-McMoRan (FCX) (rank 0 → 33)
Left 24 Aug 2026: score 50.7, rank 33 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - James Hardie Industries (JHX) (rank 0 → 16)
Left 24 Aug 2026: score 58.5, rank 16 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Newmont (NEM) (rank 0 → 42)
Left 24 Aug 2026: score 45.5, rank 42 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Nucor (NUE) (rank 0 → 37)
Left 24 Aug 2026: score 48.0, rank 37 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15). - Steel Dynamics (STLD) (rank 0 → 39)
Left 24 Aug 2026: score 46.3, rank 39 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).
Inside the ten
Not compared with the previous session, 21 Aug 2026: those rows were scored under method version 2 and this session under version 3, and the formula changed between them, so a score is only comparable within one version.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Sonoco (SON) | 1 | 64.7 0.0 | no pillar moved materially |
| International Flavors & Fragrances (IFF) | 2 | 64.4 0.0 | no pillar moved materially |
| Ashland Global (ASH) | 3 | 62.8 0.0 | no pillar moved materially |
| Southern Copper (SCCO) | 4 | 62.5 0.0 | no pillar moved materially |
| GREIF INC CLASS A (GEF) | 5 | 61.4 0.0 | no pillar moved materially |
| AVIENT CORP (AVNT) | 6 | 61.4 0.0 | no pillar moved materially |
| Smurfit Westrock (SW) | 7 | 61.3 0.0 | no pillar moved materially |
| Packaging Corporation of America (PKG) | 8 | 61.2 0.0 | no pillar moved materially |
| QUAKER HOUGHTON CORP (KWR) | 12 | 60.2 0.0 | no pillar moved materially |
| AptarGroup (ATR) | 13 | 59.9 0.0 | no pillar moved materially |
At the edge
Knocking
- Amcor (AMCR) scores 0.9 above the lowest member — the sector cap, not the score, is what is keeping it out
- Hecla Mining Co (HL) scores 0.8 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Packaging Corporation of America (PKG) 1.9 above the score at rank 15, where the hold band ends
- QUAKER HOUGHTON CORP (KWR) 0.9 above the score at rank 15, where the hold band ends
- AptarGroup (ATR) 0.6 above the score at rank 15, where the hold band ends
Ranked against 83 eligible Materials companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
SPY is the S&P 500 ETF — the US large-cap market average.
−0.5% since the previous session (2026-08-21), against −0.3% for SPY — 0.2 points behind the benchmark. Tracked since 2026-08-18.
+1.3% since 2026-08-18, against −0.5% for SPY — 1.8 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 24 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
More
Informational only — NOT financial advice.