It was almost impossible to find a loser on the Dow (^DJI 0.69%) yesterday. Today tells almost the opposite story.

While Monday's markets were lifted by positive American manufacturing statistics, the Spanish economy is keeping a lid on today's action. The Dow is down 0.5%, with only five of 30 stocks trading in the black, and the worst performers make their hay in the infrastructure sector.

Chemicals giant E.I. Du Pont de Nemours (DD) dropped 1.4%, and construction machinery expert Caterpillar (CAT 1.58%) is down 1%. Together, these two stocks took 11 points off the index. In both cases, investors worry that European orders may suffer if Spain swallows its national pride and asks for a bailout.

Brand-new Dow member UnitedHealth Group (UNH -1.03%) put its best foot forward in its index debut, gaining 0.1% at midday. That move pushed the Dow northward by a single point -- one of the biggest gains of the day.

The biggest winner? Technology conglomerate 3M (MMM 0.41%), which jumped 0.3% for three entire Dow points. Investors like the Post-It Notes maker's acquisition of ceramics maker Ceradyne, and media personality Jim Cramer just threw his support behind the stock on TV

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