← 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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$4.05M	-$312K	14	0.22%	Reduced
702	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.05M	+$191K	5	0.14%	Increased
703	UFF USA Financial Formulas Ada, Michigan	$4M	+$2.53M	8	1.66%	Increased
704	AIA Affinity Investment Advisors Newport Beach, California	$3.98M	-$742K	2	1.44%	Reduced
705	Gotham Asset Management New York	$3.94M	+$926K	6	0.07%	Increased
706	GCM GoodHaven Capital Management Millburn, New Jersey	$3.93M	-$236K	1	3.13%	Reduced
707	Meag Munich Ergo Munich, Germany	$3.92M	-$69.8K	4	0.42%	Reduced
708	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$3.9M	+$2.61M	9	0.77%	Increased
709	BFIM Beese Fulmer Investment Management Canton, Ohio	$3.89M	+$5.76K	1	0.54%	Increased
710	PCM Perritt Capital Management Chicago, Illinois	$3.87M	-$83.9K	4	1.86%	Reduced
711	AE Wealth Management Topeka, Kansas	$3.85M	+$1.29M	4	0.08%	Increased
712	FMP Financial Management Professionals Austin, Texas	$3.81M	-$306K	1	1.26%	Reduced
713	MA Mutual Advisors Omaha, Nebraska	$3.81M	+$204K	3	0.41%	Increased
714	SRCM Swift Run Capital Management Charlottesville, Virginia	$3.76M	-$1.39M	1	4.93%	Reduced
715	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$3.71M	+$3.76M	1	2.61%	New
716	Atria Investments Charlotte, North Carolina	$3.65M	+$1.51M	6	0.1%	Increased
717	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$3.65M	-$74K	1	1.31%	Reduced
718	CCP Corient Capital Partners Newport Beach, California	$3.6M	-$177K	3	0.46%	Reduced
719	Advisors Capital Management Ridgewood, New Jersey	$3.6M	+$35.1K	1	0.17%	Increased
720	Nicholas Company Milwaukee, Wisconsin	$3.59M	-$1.62K	1	0.08%	Reduced
721	ACM Argyle Capital Management Center Valley, Pennsylvania	$3.57M	-$46.6K	1	1.27%	Reduced
722	NCM Niemann Capital Management Stateline, Nevada	$3.53M	-$14.8M	1	2.84%	Reduced
723	VC Voit & Company Brookfield, Wisconsin	$3.52M	+$120K	1	3.13%	Increased
724	JIP Jaffetilchin Investment Partners Tampa, Florida	$3.52M	+$250K	2	0.76%	Increased
725	VCM Vision Capital Management Portland, Oregon	$3.5M	-$74K	1	0.82%	Reduced