← 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	JMH J.M. Hartwell New York	$694K	+$739K	1	0.17%	New
752	Group One Trading Chicago, Illinois	$691K	+$742K	6	0.02%	New
753	Smith Salley Wealth Management Greensboro, North Carolina	$691K	+$757K	1	0.56%	New
754	BIM BRC Investment Management Greenwood Village, Colorado	$687K	+$780K	1	0.12%	New
755	TIM Thompson Investment Management Madison, Wisconsin	$683K	+$776K	1	0.16%	New
756	BA Bard Associates Chicago, Illinois	$682K	+$726K	1	0.32%	New
757	Tower Research Capital (TRC) New York	$679K	+$701K	20	0.06%	New
758	Advisors Asset Management Monument, Colorado	$677K	+$735K	8	0.01%	New
759	GLRA Gerald L. Ray & Associates Dallas, Texas	$674K	+$730K	2	0.15%	New
760	ICAP Independence Capital Asset Partners Denver, Colorado	$672K	+$738K	1	0.12%	New
761	Advent Capital Management New York	$666K	+$689K	1	0.01%	New
762	FLC Francis L. Coolidge	$666K	+$714K	2	0.81%	New
763	RA RMR Advisors Newton, Massachusetts	$660K	+$707K	3	0.43%	New
764	IMOV Investment Management of Virginia Richmond, Virginia	$659K	+$731K	1	0.14%	New
765	Brown Advisory Baltimore, Maryland	$653K	+$577K	2	0%	New
766	Meiji Yasuda Life Insurance Tokyo, Japan	$650K	+$712K	1	0.12%	New
767	MCM Mazama Capital Management Portland, Oregon	$649K	+$674K	2	0.4%	New
768	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$644K	+$713K	1	0.25%	New
769	Norinchukin Bank Tokyo, Japan	$638K	+$709K	3	0.02%	New
770	CC Cipher Capital New York	$635K	+$682K	2	1.56%	New
771	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$622K	+$682K	1	0.12%	New
772	CTA Chesley Taft & Associates Chicago, Illinois	$616K	+$682K	1	0.07%	New
773	E. Ohman J:or Asset Management Stockholm, Sweden	$610K	+$668K	4	0.17%	New
774	Davidson Kempner Capital Management New York	$610K	+$631K	1	0.03%	New
775	IC IKOS CIF Limassol, Cyprus	$607K	+$660K	3	1.13%	New