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.
Published on July 2
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.
These stocks benefit from both new construction AND the renovation boom happening across America's aging housing stock, creating multiple revenue streams.
This collection includes established market leaders who have proven their ability to thrive even through economic cycles, delivering both growth and stability.
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.
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.
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.
Summary and key takeaways for the provided basket market capitalisation data.
BLDR: $13.89B
PHM: $24.03B
NVR: $22.29B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+42.62%
On average, analysts expect assets in this group to grow 42.62% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
