← 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	FA FDx Advisors Chicago, Illinois	$2.12M	-$345K	3	0.06%	Reduced
702	CIM CIM Investment Management Pittsburgh, Pennsylvania	$2.09M	+$13.7K	5	0.76%	Increased
703	Simplex Trading Chicago, Illinois	$2.09M	+$743K	10	0.12%	Increased
704	AMI Amica Mutual Insurance Providence, Rhode Island	$2.08M	-$1.05M	3	0.19%	Reduced
705	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$2.08M	+$2.17M	1	2%	New
706	OCM Osterweis Capital Management San Francisco, California	$2.08M	-$212K	1	0.15%	Reduced
707	SIC Schwartz Investment Counsel Plymouth, Michigan	$2.06M	-$15.2K	1	0.14%	Reduced
708	Anchor Capital Advisors Boston, Massachusetts	$2.02M	-$100K	1	0.08%	Reduced
709	BW Biegel & Waller Columbia, Maryland	$2.01M	+$1.69M	1	1.4%	New
710	NERM New England Research & Management Chicago, Illinois	$1.98M	+$742K	3	1.55%	Increased
711	Quantbot Technologies New York	$1.98M	-$4.74M	3	0.22%	Reduced
712	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.98M	-$361K	2	0.03%	Reduced
713	RAM Redmond Asset Management Henrico, Virginia	$1.93M	-$2.7K	1	0.89%	Reduced
714	Rockefeller Financial Services New York	$1.93M	$0	1	0.04%	Maintained
715	RegentAtlantic Capital Morristown, New Jersey	$1.93M	+$6.62K	2	0.19%	Increased
716	Veritable Wilmington, Delaware	$1.92M	+$86.8K	3	0.05%	Increased
717	ETrade Capital Management Arlington, Virginia	$1.9M	-$3.67K	3	0.09%	Reduced
718	KFA Kays Financial Advisory Atlanta, Georgia	$1.89M	+$195K	1	0.73%	Increased
719	TP Truvvo Partners New York	$1.88M	$0	1	0.66%	Maintained
720	EC EJF Capital Arlington, Virginia	$1.88M	-$15.1M	4	0.14%	Reduced
721	Chilton Investment Company Stamford, Connecticut	$1.85M	+$1.93M	1	0.08%	New
722	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.85M	-$41.3K	3	0.27%	Reduced
723	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.84M	+$12.7K	1	1.09%	Increased
724	AAIM American Assets Investment Management San Diego, California	$1.83M	+$285K	1	0.39%	Increased
725	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.82M	-$1.66M	3	2.5%	Reduced