SKY+6.80%17.0%
CVCO-1.39%16.0%
WSC+17.58%12.0%
LEGH+46.67%10.0%
NOBH+21.12%8.0%
ELS+8.00%7.0%
TH+122.85%7.0%
SUI-1.82%6.0%
BLD-15.02%5.0%
CVEO+50.98%5.0%
UMH+6.82%4.0%
BCC+12.05%3.0%
As of Aug 24, 2026, 4:53 AM ET
Homebuilding '26: Modular & Manufactured Housing Constituents
Champion Homes, Inc.SKY | 17.0% | 0.33% | -4.16% | 10.56% | 13.37% | 6.80% | -3.46% | -4.94% | -2.44% | 50.82% | 18.61% | $4.95B |
Cavco Industries, Inc.CVCO | 16.0% | 0.64% | -1.96% | 2.24% | 6.49% | -1.39% | 0.92% | 10.42% | 42.38% | 132.42% | 12.13% | $4.49B |
WillScot Holdings CorporationWSC | 12.0% | 0.64% | -3.28% | -16.45% | -8.81% | 17.58% | 2.45% | -23.63% | -43.00% | -19.51% | -11.16% | $4.01B |
Legacy Housing CorporationLEGH | 10.0% | 0.25% | -1.07% | 8.08% | 9.03% | 46.67% | 30.61% | 13.43% | 2.65% | 59.50% | 2.62% | $680.9M |
Nobility Homes, Inc.NOBH | 8.0% | 0.00% | 1.75% | -3.33% | 3.20% | 21.12% | 0.56% | 1.70% | -4.96% | 18.88% | 10.95% | $91.5M |
Equity LifeStyle Properties, Inc.ELS | 7.0% | 0.03% | 2.20% | -0.89% | 0.60% | 8.00% | -2.53% | -1.80% | -4.92% | -12.12% | 8.25% | $12.70B |
Target Hospitality Corp.TH | 7.0% | 1.25% | 7.40% | 10.53% | 17.43% | 122.85% | 129.14% | 159.83% | 83.64% | 421.93% | 98.33% | $1.78B |
Sun Communities, Inc.SUI | 6.0% | -0.52% | 2.52% | -0.14% | -1.47% | -1.82% | -10.85% | -5.64% | -6.51% | -31.72% | -4.23% | $14.99B |
Civeo CorporationCVEO | 5.0% | -0.23% | 5.82% | -0.40% | 9.58% | 50.98% | 24.70% | 42.22% | 31.03% | 81.32% | 48.32% | $377.9M |
TopBuild Corp.BLD | 5.0% | 0.00% | 0.00% | 0.00% | 0.00% | -15.02% | -20.92% | 13.27% | -13.67% | 63.54% | -18.35% | $9.94B |
UMH Properties, Inc.UMH | 4.0% | -0.54% | 2.36% | 6.24% | 9.27% | 6.82% | 11.13% | -5.79% | -7.33% | -8.58% | 7.76% | $1.41B |
Boise Cascade CompanyBCC | 3.0% | 0.86% | -3.58% | 5.95% | 7.97% | 12.05% | -0.33% | -19.20% | -37.84% | 92.96% | -9.59% | $2.90B |
| Theme return | — | 0.31% | -0.28% | 3.29% | 7.28% | 24.12% | 12.99% | 17.12% | 17.39% | 99.65% | 24.09% | — |
| Average | 8.3% | 0.23% | 0.67% | 1.87% | 5.56% | 22.89% | 13.45% | 14.99% | 3.25% | 70.79% | 13.64% | $4.86B |
| Median | 7.0% | 0.14% | 0.88% | 1.12% | 7.23% | 10.03% | 0.74% | -0.05% | -4.94% | 55.16% | 8.00% | $3.45B |
| Std Dev | 4.4% | 0.52% | 3.52% | 7.12% | 6.88% | 35.20% | 37.37% | 46.65% | 33.23% | 116.48% | 30.40% | $4.80B |
| Min | 3.0% | -0.54% | -4.16% | -16.45% | -8.81% | -15.02% | -20.92% | -23.63% | -43.00% | -31.72% | -18.35% | $91.5M |
| Max | 17.0% | 1.25% | 7.40% | 10.56% | 17.43% | 122.85% | 129.14% | 159.83% | 83.64% | 421.93% | 98.33% | $14.99B |
| % Positive Tickers | 58.33% | 50.00% | 50.00% | 75.00% | 75.00% | 58.33% | 50.00% | 33.33% | 66.67% | 66.67% |
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About this theme
Homebuilding '26: Modular & Manufactured Housing tracks 12 publicly listed stocks in this theme: SKY, CVCO, WSC, LEGH, NOBH, ELS, TH, SUI, BLD, CVEO, UMH, BCC. See the constituent table for details.