76 stocks in the theme · theme 1-month +7.5% · as of 2026-06-30
Homebuilding & Housing is one of the market's hottest themes right now: over the past week its median constituent rose 6.4% and 84% of its members advanced. Companies building residential homes, manufactured housing, and housing-related products.
Below are the 10 largest Homebuilding & Housing stocks by market capitalization, led by HD (Home Depot, Inc.) at $316.2B. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Home Depot is the world's largest home improvement specialty retailer, operating 2,361 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the US, Canada, and Mexico. Its stores offer building materials, home improvement products,…
HD (Home Depot, Inc.) carries a $316.2B valuation. Within the theme it sits in the Building Materials & Products sub-group. The stock is up +11.2% over the past month — clear momentum. An RS rank of 41 is middling — neither leader nor laggard. Over longer windows it's +9.0% in three months and +2.0% year-to-date.
#2. LOW — Lowe's Companies Inc. · $120.2B
Specialty Retail · Home Improvement — Big Box Retail · Public since 1972
Lowe's is the second-largest home improvement retailer globally, with 1,759 stores in the US, after the 2023 divestiture of its Canadian locations. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair…
LOW (Lowe's Companies Inc.) carries a $120.2B valuation. Within the theme it sits in the Building Materials & Products sub-group. It's roughly flat over the past month (+2.9%). An RS rank of 45 is middling — neither leader nor laggard. Over longer windows it's -5.2% in three months and -10.7% year-to-date.
#3. SHW — The Sherwin-Williams Company · $74.9B
Specialty Chemicals · Coatings — Performance Applications · Public since 1964
Sherwin-Williams is the largest global manufacturer of paints and coatings. The company focuses on the development, manufacturing, and distribution of paint, coatings, and related products to customers ranging from professional painters and contractors to industrial…
SHW (The Sherwin-Williams Company) carries a $74.9B valuation. Within the theme it sits in the Building Materials & Products sub-group. The stock is up +13.3% over the past month — clear momentum. An RS rank of 48 is middling — neither leader nor laggard. Over longer windows it's +9.0% in three months and +5.0% year-to-date.
#4. CRH — CRH Public Limited Company · $72.7B
Construction Materials · Building Materials — Integrated Cement & Gypsum · Public since 2009
CRH is a global manufacturer of a range of building products used in construction projects, operating via a vertically integrated business model. The past decade has seen CRH transform into a leading building materials business, with increasing exposure to upstream building…
CRH (CRH Public Limited Company) is a $72.7B name. Within the theme it sits in the Building Materials & Products sub-group. The past month has been quiet — -1.6%. Relative strength sits mid-pack at 69. Over longer windows it's +5.0% in three months and -15.4% year-to-date.
#5. FERG — Ferguson Enterprises Inc. · $43.8B
Industrial Distribution · Hvac Distribution — Wholesale Channel · Public since 2010
Ferguson distributes plumbing and HVAC products to North American repair, maintenance, and improvement, new construction, and civil infrastructure markets. It serves over 1 million customers and sources products from 37,000 suppliers. Ferguson engages customers through…
FERG (Ferguson Enterprises Inc.) commands a $43.8B market cap. Within the theme it sits in the Building Materials & Products sub-group. The stock is up +5.0% over the past month — clear momentum. An RS rank of 57 is middling — neither leader nor laggard. Over longer windows it's +6.1% in three months and +5.5% year-to-date.
#6. DHI — D.R. Horton Inc. · $41.7B
Automobiles · Residential Real Estate — Technology-Enabled Transactions · Public since 1992
D.R. Horton is the largest homebuilder in the United States with operations in 126 markets across 36 states. D.R. Horton mainly builds single-family homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company…
DHI (D.R. Horton Inc.) is a $41.7B name. Within the theme it sits in the Homebuilders sub-group. A +10.7% one-month move shows buyers in control. Relative strength sits mid-pack at 78. Over longer windows it's +22.9% in three months and +11.8% year-to-date.
#7. AMRZ — Amrize Ltd · $30.1B
Construction Materials · Building Materials — Integrated Cement & Gypsum · Public since 2025
Amrize is a building solutions company focused exclusively on the North American market. Amrize earns revenue from the sale of cement, aggregates, ready-mix concrete, asphalt, roofing systems, and other building solutions. The company is organized into two reportable segments:…
AMRZ (Amrize Ltd) is a $30.1B name. Within the theme it sits in the Building Materials & Products sub-group. It's roughly flat over the past month (-2.0%). An RS rank of 58 is middling — neither leader nor laggard. Over longer windows it's -1.0% in three months and -3.8% year-to-date.
#8. LEN — Lennar Corporation Class A · $23.0B
Construction & Engineering · Residential Construction — Single-Family Homebuilding · Public since 1972
Lennar is the second-largest public homebuilder in the United States, behind D.R. Horton, operating in 26 states. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment…
LEN (Lennar Corporation Class A) commands a $23.0B market cap. Within the theme it sits in the Homebuilders sub-group. The past month has been quiet — +0.8%. Relative strength is weak at 34; it's lagging the market. Over longer windows it's +6.6% in three months and -13.2% year-to-date.
Lennar is the second-largest public homebuilder in the United States, behind D.R. Horton, operating in 26 states. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment…
LEN.B (Lennar Corporation Class B) is a $22.6B name. Within the theme it sits in the Homebuilders sub-group. The past month has been quiet — +0.7%. Relative strength is weak at 35; it's lagging the market. Over longer windows it's +8.4% in three months and -7.2% year-to-date.
#10. PHM — Pultegroup, Inc. · $22.5B
Home Improvement · Residential Cabinetry — Kitchen & Bathroom Manufacturing · Public since 1972
PulteGroup Inc is a homebuilder in the United States. The company mainly builds single-family detached homes and offers products to entry-level, move-up, and active-adult buyers. It also offers homebuyers mortgage financing, title, and insurance agency services through its…
PHM (Pultegroup, Inc.) carries a $22.5B valuation. Within the theme it sits in the Homebuilders sub-group. A +16.1% one-month move shows buyers in control. Relative strength is strong at 80 — it's outpacing most of the market. Over longer windows it's +20.7% in three months and +15.2% year-to-date.