← 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
701	EC Eachwin Capital New York	$2.14M	+$2.19M	1	2.13%	New
702	SM Southport Management Wilson, Wyoming	$2.13M	$0	2	3.78%	Maintained
703	RTIM Round Table Investment Management Charlotte, North Carolina	$2.12M	-$594K	1	4.37%	Reduced
704	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.12M	-$114K	4	0.07%	Reduced
705	ETrade Capital Management Arlington, Virginia	$2.1M	-$40K	3	0.12%	Reduced
706	OMC Oasis Management Company Grand Cayman, Cayman Islands	$2.08M	+$2.48M	1	1.64%	New
707	MSI Financial Services Springfield, Massachusetts	$2.07M	+$915K	14	0.09%	Increased
708	OWIM Old West Investment Management Los Angeles, California	$2.07M	-$978K	2	1.87%	Reduced
709	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.06M	-$1.03M	3	0.26%	Reduced
710	OMERS Administration Corp Toronto, Ontario, Canada	$2.04M	+$1.54M	2	0.05%	Increased
711	Quadrature Capital London, United Kingdom	$2.03M	+$819K	3	0.31%	Increased
712	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.03M	+$219K	1	0.24%	Increased
713	IIM Ironwood Investment Management Boston, Massachusetts	$2.02M	-$523K	1	0.83%	Reduced
714	BUB BBVA USA Bancshares Houston, Texas	$1.96M	+$105K	1	0.15%	Increased
715	CCT Chemung Canal Trust Elmira, New York	$1.95M	-$9.49M	2	0.45%	Reduced
716	Stephens Inc Little Rock, Arkansas	$1.93M	+$1.03M	2	0.1%	Increased
717	Cetera Advisors Denver, Colorado	$1.92M	+$2.18M	3	0.16%	New
718	Simplex Trading Chicago, Illinois	$1.91M	+$974K	13	0.15%	Increased
719	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.9M	+$1.85M	1	0.32%	New
720	Fuller & Thaler Asset Management San Mateo, California	$1.9M	+$166K	3	0.04%	Increased
721	Kentucky Retirement Systems Frankfort, Kentucky	$1.89M	+$201K	3	0.14%	Increased
722	KFA Kelleher Financial Advisors New York	$1.89M	-$90.6K	1	1.28%	Reduced
723	CC Curian Capital Denver, Colorado	$1.89M	-$2.98M	2	0.14%	Reduced
724	PAIM Punch & Associates Investment Management Edina, Minnesota	$1.88M	+$800K	1	0.23%	Increased
725	TP Truvvo Partners New York	$1.87M	+$1.99M	1	0.98%	New