Home improvement spending is poised to grow, with more than one group predicting it will exceed the previous high set in 2007. That's already good news for you, since it means homeowners are prepping for bigger and fancier projects, but could it help your stock portfolio too? CNBC's Michelle Fox seems to think so, talking with experts and looking at stocks that are already up:

Stocks that are a play on the theme are already up this year, with names like Masco seeing gains of almost 25% and Fortune Brands Home & Security up 13%.

"This is a long, steady vibrant theme that's going to remain on a very stable track forward. So we have visibility. We understand what is going on. This is not something … where we're going to go off the tracks," analyst Bob Wetenhall said in an interview with CNBC's "Power Lunch" on Monday.

Interested in learning more about what stocks to take stock of? Then click on the link below and read more over at CNBC.

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