← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
576	BIC B&I Capital Zurich, Switzerland	$12.6M	-$1.18M	1	3%	Reduced
577	U.S. Capital Wealth Advisors Austin, Texas	$12.6M	+$524K	6	0.5%	Increased
578	CAAS Capital Asset Advisory Services Williamston, Michigan	$12.6M	-$304K	1	1.33%	Reduced
579	1M 13D Management New York	$12.5M	+$2.24M	1	4.81%	Increased
580	RegentAtlantic Capital Morristown, New Jersey	$12.5M	+$28.8K	4	0.35%	Increased
581	Aptus Capital Advisors Fairhope, Alabama	$12.5M	+$4.98M	5	0.37%	Increased
582	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$12.4M	+$1.38M	2	1.01%	Increased
583	Seizert Capital Partners Birmingham, Michigan	$12.3M	-$2.21M	2	0.55%	Reduced
584	WC Walthausen & Co Malta, New York	$12.3M	-$1.32M	4	3.23%	Reduced
585	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12.3M	+$208K	1	3.74%	Increased
586	OPCM Osborne Partners Capital Management San Francisco, California	$12.2M	+$479K	2	0.89%	Increased
587	PHAM Pacific Heights Asset Management San Francisco, California	$12.2M	$0	1	1.03%	Maintained
588	Cetera Advisor Networks El Segundo, California	$12.1M	-$381K	8	0.15%	Reduced
589	Dai-ichi Life Insurance Company Tokyo, Japan	$12.1M	+$384K	3	0.16%	Increased
590	HAM Hillcrest Asset Management Plano, Texas	$12.1M	-$1.52M	1	1.84%	Reduced
591	Great Lakes Advisors Chicago, Illinois	$12M	-$748K	8	0.18%	Reduced
592	BL BCWM LLC Overland Park, Kansas	$12M	+$70.1K	1	3.52%	Increased
593	PC Pier Capital Stamford, Connecticut	$11.9M	-$9.24M	1	1.26%	Reduced
594	CIBC World Markets New York	$11.9M	-$2.94M	6	0.06%	Reduced
595	Artemis Investment Management Edinburgh, United Kingdom	$11.9M	+$5.83M	1	0.09%	Increased
596	IFP Advisors Tampa, Florida	$11.8M	+$1.81M	14	0.23%	Increased
597	GCM Glendon Capital Management Santa Monica, California	$11.8M	-$1.6M	1	0.62%	Reduced
598	IPW Inlet Private Wealth Jupiter, Florida	$11.7M	-$3.41K	3	2.84%	Reduced
599	DCM Dupont Capital Management Wilmington, Delaware	$11.7M	-$172K	11	0.42%	Reduced
600	GC Globeflex Capital San Diego, California	$11.6M	-$2.07M	10	2.38%	Reduced