← 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
676	SM Southport Management Wilson, Wyoming	$2.29M	$0	2	2.96%	Maintained
677	CIBC World Markets New York	$2.29M	+$759K	1	0.07%	Increased
678	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.27M	$0	1	0.95%	Maintained
679	RHJA Rice Hall James & Associates San Diego, California	$2.25M	-$23.6K	1	0.13%	Reduced
680	DSI Daiwa SB Investments Tokyo, Japan	$2.25M	-$12.8M	2	0.44%	Reduced
681	PP Prospector Partners Guilford, Connecticut	$2.25M	-$1.57M	2	0.27%	Reduced
682	SRSA S.R. Schill & Associates Mercer Island, Washington	$2.25M	+$2.22M	2	1.52%	New
683	Palisade Capital Management Fort Lee, New Jersey	$2.25M	+$1.06M	2	0.06%	Increased
684	DL Delta Lloyd Amsterdam, Netherlands	$2.24M	+$1.14M	4	0.07%	Increased
685	CC Coastland Capital Palo Alto, California	$2.24M	-$12.3M	1	0.06%	Reduced
686	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.23M	-$60.5K	4	0.07%	Reduced
687	OP Osmium Partners Greenbrae, California	$2.23M	-$3.53M	1	1.77%	Reduced
688	Moore Capital Management New York	$2.23M	-$1.88M	3	0.05%	Reduced
689	Reinhart Partners Mequon, Wisconsin	$2.2M	+$688K	1	0.2%	Increased
690	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$2.18M	+$13.1K	1	0.28%	Increased
691	Creative Planning Overland Park, Kansas	$2.18M	-$2.1M	2	0.02%	Reduced
692	KFA Kelleher Financial Advisors New York	$2.17M	$0	1	1.24%	Maintained
693	ALPS Advisors Denver, Colorado	$2.13M	+$32.9K	4	0.02%	Increased
694	IAM Integre Asset Management New York	$2.13M	-$7.69K	2	0.45%	Reduced
695	SCM Signia Capital Management Spokane, Washington	$2.13M	+$921K	1	5.54%	Increased
696	RC Roundview Capital Princeton, New Jersey	$2.08M	-$148K	3	0.78%	Reduced
697	ETrade Capital Management Arlington, Virginia	$2.08M	-$179K	2	0.12%	Reduced
698	GLRA Gerald L. Ray & Associates Dallas, Texas	$2.07M	+$370K	3	0.31%	Increased
699	ST Semper Trust King Of Prussia, Pennsylvania	$2.07M	-$41.7K	1	0.96%	Reduced
700	Ladenburg Thalmann Financial Services Miami, Florida	$2.05M	-$838K	19	0.04%	Reduced