← 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
626	Bradley Foster & Sargent Hartford, Connecticut	$5.51M	$0	3	0.17%	Maintained
627	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.51M	+$5.88M	4	1.76%	New
628	MWM Madison Wealth Management Cincinnati, Ohio	$5.48M	+$5.03M	1	1.57%	New
629	SC Stralem & Co New York	$5.47M	-$1.87M	1	3.06%	Reduced
630	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$5.46M	+$3.26M	1	1.37%	Increased
631	Pacer Advisors Malvern, Pennsylvania	$5.41M	-$14M	8	0.24%	Reduced
632	FAT First American Trust Santa Ana, California	$5.37M	+$1.43M	1	1.03%	Increased
633	Glazer Capital LLC New York	$5.35M	+$3.02K	1	0.67%	Increased
634	Mount Yale Investment Advisors Denver, Colorado	$5.35M	-$13K	3	0.93%	Reduced
635	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$5.33M	+$401K	1	0.55%	Increased
636	HCM Huber Capital Management El Segundo, California	$5.28M	-$2.26M	1	0.69%	Reduced
637	AIL AGF Investments LLC Toronto, Ontario, Canada	$5.27M	+$2.37M	5	0.98%	Increased
638	AIM AMI Investment Management Kendallville, Indiana	$5.26M	+$383K	1	2.25%	Increased
639	LSC Lesa Sroufe & Co Seattle, Washington	$5.26M	-$2.75M	2	5.03%	Reduced
640	KCM Karp Capital Management Sausalito, California	$5.19M	-$2.92M	2	1.37%	Reduced
641	MAM Morse Asset Management Darien, Connecticut	$5.19M	-$803K	1	1.78%	Reduced
642	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.11M	+$24.7K	7	0.09%	Increased
643	Verition Fund Management Greenwich, Connecticut	$5.1M	+$507K	6	0.09%	Increased
644	Brookstone Capital Management Wheaton, Illinois	$5.07M	-$1.13M	2	0.26%	Reduced
645	MDSL M.D. Sass LLC New York	$5.07M	-$147K	2	1.2%	Reduced
646	Advisory Services Network Atlanta, Georgia	$5.06M	-$5.92M	18	0.27%	Reduced
647	AQR Arbitrage Greenwich, Connecticut	$5.05M	-$970K	2	0.09%	Reduced
648	Twin Tree Management Dallas, Texas	$5.04M	+$5.02M	2	0.02%	Increased
649	PL Parkwood LLC Cleveland, Ohio	$5.01M	-$127K	1	1.05%	Reduced
650	TC TwinBeech Capital Purchase, New York	$4.97M	+$5.22M	6	1.44%	New