← 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
651	Twin Tree Management Dallas, Texas	$2.59M	+$2.34M	2	0.03%	Increased
652	FG FSI Group Cincinnati, Ohio	$2.58M	-$1.94M	1	1.38%	Reduced
653	Algert Global San Francisco, California	$2.58M	+$1.62M	2	0.74%	Increased
654	FWC First Washington Corp Seattle, Washington	$2.55M	-$89.3K	1	1.4%	Reduced
655	Advisor Group Phoenix, Arizona	$2.55M	+$210K	20	0.06%	Increased
656	WMG WESCAP Management Group Glendale, California	$2.53M	-$707K	2	1.29%	Reduced
657	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.53M	-$3.58M	2	0.17%	Reduced
658	Laurion Capital Management New York	$2.53M	+$1.43M	2	0.02%	Increased
659	HIS Horizon Investment Services Hammond, Indiana	$2.51M	-$358K	1	1.19%	Reduced
660	SRSA S.R. Schill & Associates Mercer Island, Washington	$2.51M	-$676K	2	1.63%	Reduced
661	MAI Capital Management Independence, Ohio	$2.49M	-$169K	2	0.18%	Reduced
662	OWIM Old West Investment Management Los Angeles, California	$2.49M	-$152K	2	1.52%	Reduced
663	TWI Thomas White International Chicago, Illinois	$2.49M	+$26.4K	3	0.37%	Increased
664	Synovus Financial Columbus, Georgia	$2.49M	-$247K	6	0.06%	Reduced
665	ECM EII Capital Management New York	$2.47M	-$1.31M	1	0.78%	Reduced
666	Jane Street New York	$2.46M	-$1.22M	8	0.01%	Reduced
667	RWA River Wealth Advisors Camp Hill, Pennsylvania	$2.46M	+$75K	2	1.24%	Increased
668	HCM HGI Capital Management New York	$2.45M	+$122K	1	3.4%	Increased
669	NA Neuburgh Advisers Los Angeles, California	$2.43M	+$2.48M	7	0.11%	New
670	GIP Granite Investment Partners El Segundo, California	$2.4M	-$434K	1	0.18%	Reduced
671	PC Pomelo Capital New York	$2.4M	$0	2	0.11%	Maintained
672	WPC White Pine Capital Bloomington, Minnesota	$2.4M	+$805K	3	1.02%	Increased
673	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$2.36M	+$268K	1	0.14%	Increased
674	GS GAM Systematic Cambridge, United Kingdom	$2.33M	-$857K	4	0.55%	Reduced
675	KFA Kelleher Financial Advisors New York	$2.33M	+$197K	2	1.29%	Increased