← 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
751	IPW Inlet Private Wealth Jupiter, Florida	$7.84M	-$821K	2	1.91%	Reduced
752	SAM Scopus Asset Management New York	$7.84M	-$1.12M	1	0.11%	Reduced
753	Meridian Wealth Management Lexington, Kentucky	$7.83M	-$54.1K	3	0.24%	Reduced
754	EC EntryPoint Capital New York	$7.82M	+$1.34M	8	1.9%	Increased
755	BDAM Blue Door Asset Management Stamford, Connecticut	$7.76M	-$10.3M	2	3.65%	Reduced
756	DIA Dean Investment Associates Beavercreek, Ohio	$7.73M	+$3M	2	1.02%	Increased
757	Scotia Capital Toronto, Ontario, Canada	$7.71M	-$781K	3	0.03%	Reduced
758	IAN Integrated Advisors Network Dallas, Texas	$7.7M	-$2.04M	5	0.35%	Reduced
759	Nomura Holdings Tokyo, Japan	$7.66M	+$4.5M	6	0.01%	Increased
760	KK Karl Kapital San Francisco, California	$7.65M	+$3.09M	2	4.56%	Increased
761	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$7.63M	+$24.2K	2	0.94%	Increased
762	CAM Crown Advisors Management Larkspur, California	$7.57M	-$1.79M	5	4.16%	Reduced
763	WC Whitney & Co Rochester, New York	$7.52M	+$156K	1	0.55%	Increased
764	SW SlateStone Wealth Jupiter, Florida	$7.43M	+$171K	1	0.57%	Increased
765	Badgley Phelps Wealth Managers Seattle, Washington	$7.43M	+$535K	3	0.13%	Increased
766	BAM Ballast Asset Management Dallas, Texas	$7.37M	-$64.8K	1	2.94%	Reduced
767	Saudi Central Bank Riyadh, Saudi Arabia	$7.37M	+$3.17M	4	0.1%	Increased
768	SRC Shufro Rose & Co New York	$7.37M	-$63K	4	0.42%	Reduced
769	EverSource Wealth Advisors Birmingham, Alabama	$7.36M	-$4.68M	27	0.25%	Reduced
770	SWM Stockman Wealth Management Billings, Montana	$7.36M	+$873K	1	0.76%	Increased
771	Guggenheim Capital Chicago, Illinois	$7.35M	+$2.85M	12	0.05%	Increased
772	ERWM Elk River Wealth Management Denver, Colorado	$7.34M	-$654K	1	1.17%	Reduced
773	Sapient Capital Indianapolis, Indiana	$7.34M	-$16.9M	1	0.1%	Reduced
774	Norinchukin Bank Tokyo, Japan	$7.33M	+$275K	6	0.07%	Increased
775	ONSWM Old North State Wealth Management Wilmington, North Carolina	$7.32M	+$188K	1	3.13%	Increased