← 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	Wedbush Securities Los Angeles, California	$513K	+$428K	2	0.14%	Increased
752	GA Glenhill Advisors New York	$511K	+$492K	1	0.05%	New
753	FBP Flippin Bruce & Porter Lynchburg, Virginia	$501K	+$35K	1	0.17%	Increased
754	DG Davidson & Garrard Lynchburg, Virginia	$499K	-$15.7K	1	0.14%	Reduced
755	RegentAtlantic Capital Morristown, New Jersey	$499K	+$508K	1	0.05%	New
756	CHAM Clear Harbor Asset Management Stamford, Connecticut	$498K	$0	1	0.14%	Maintained
757	HL Financial Services Louisville, Kentucky	$497K	-$995K	1	0.02%	Reduced
758	Meiji Yasuda Life Insurance Tokyo, Japan	$497K	-$70.9K	1	0.09%	Reduced
759	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$496K	$0	1	0.4%	Maintained
760	P Pitcairn Conshohocken, Pennsylvania	$493K	+$123K	2	0.06%	Increased
761	Wedge Capital Management Charlotte, North Carolina	$484K	-$36.2M	1	0.01%	Reduced
762	AAM AR Asset Management West Hollywood, California	$483K	$0	1	0.21%	Maintained
763	CA CapWealth Advisors Franklin, Tennessee	$480K	-$587K	1	0.13%	Reduced
764	Bel Air Investment Advisors Los Angeles, California	$478K	$0	1	0.07%	Maintained
765	HCS Harvest Capital Strategies San Francisco, California	$462K	+$542K	1	0.03%	New
766	DBG De Burlo Group Boston, Massachusetts	$453K	-$2.1M	1	0.12%	Reduced
767	BIM BRC Investment Management Greenwood Village, Colorado	$451K	-$236K	1	0.07%	Reduced
768	WIC Willis Investment Counsel Gainesville, Georgia	$448K	$0	1	0.05%	Maintained
769	HCA Harbour Capital Advisors Tysons Corner, Virginia	$447K	+$8.89K	1	0.49%	Increased
770	TMC Trellus Management Company Delray Beach, Florida	$447K	-$301K	2	0.57%	Reduced
771	TFA Transamerica Financial Advisors St. Petersburg, Florida	$442K	+$420K	3	0.06%	Increased
772	PAM PartnerRe Asset Management Greenwich, Connecticut	$438K	-$51.2K	3	0.07%	Reduced
773	SAMNY Samsung Asset Management (New York) New York	$437K	+$452K	1	0.51%	New
774	Capital Guardian Trust Los Angeles, California	$431K	+$15.3K	3	0%	Increased
775	Huntington National Bank Columbus, Ohio	$430K	-$58K	5	0.01%	Reduced