hero section gradient
15 handpicked stocks

U.S. Homebuilding Expansion

A carefully selected group of companies positioned to benefit from America's strong housing market. These stocks span the entire construction value chain, from homebuilders to material suppliers and component manufacturers, all chosen by our expert analysts.

Author avatar

Han Tan | Market Analyst

Published on July 2

Your Basket's Financial Footprint

Summary and key takeaways for the provided basket market capitalisation data.

Key Takeaways for Investors:
  • Large-cap concentration generally implies lower volatility and more stable, broad-market-like performance.
  • Suited as a core portfolio holding rather than a speculative, high-growth position.
  • Expect gradual, long-term appreciation; unlikely to deliver explosive short-term gains.
Total Market Cap
  • BLDR: $13.89B

  • PHM: $24.03B

  • NVR: $22.29B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The impressive decade-long growth of TopBuild signals a resilient U.S. housing market with long-term staying power. This collection taps into the economic ripple effects of strong housing demand, capturing value across the entire construction ecosystem from foundation to finishing touches.

2

What You Need to Know

This group offers diversified exposure to America's housing strength through various business models. These companies benefit from both new construction and the renovation of existing homes, providing balanced opportunities even as housing market conditions naturally fluctuate.

3

Why These Stocks

We've selected companies across the full homebuilding value chain to capture different aspects of market growth. From major homebuilders directly constructing properties to manufacturers of essential components like windows and decking, each company plays a vital role in meeting housing demand.

Why You'll Want to Watch These Stocks

🏘️

America Needs More Homes

The U.S. faces a housing shortage of millions of units. These companies are positioned to fulfill this massive demand, potentially for years to come.

🔄

Double Market Opportunity

These stocks benefit from both new construction AND the renovation boom happening across America's aging housing stock, creating multiple revenue streams.

🌟

Essential Industry Leaders

This collection includes established market leaders who have proven their ability to thrive even through economic cycles, delivering both growth and stability.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Drug Pricing Power | Major Pharma Stocks 2025

Drug Pricing Power | Major Pharma Stocks 2025

Following plans by major drugmakers to raise prices on hundreds of medications, the pharmaceutical industry is showcasing its significant pricing power. This development highlights an investment opportunity centered on established pharmaceutical companies capable of translating market dominance into revenue growth.

Automation & Software Investment Theme Overview

Automation & Software Investment Theme Overview

Recent labor data reveals a split market, with low private-sector jobless claims contrasting with high unemployment driven by federal layoffs. This dynamic creates an investment opportunity in companies providing automation, software, and efficiency-boosting services as businesses prioritize productivity over expanding their payrolls.

Oyo's IPO Plans: Hospitality Sector Recovery Explained

Oyo's IPO Plans: Hospitality Sector Recovery Explained

Global hospitality firm Oyo's parent company has revived its IPO plans, signaling renewed confidence in the travel market. This high-profile listing could ignite investor interest across the entire hospitality and travel technology sector, creating opportunities for related service providers.

Frequently Asked Questions