← 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	Zacks Investment Management Chicago, Illinois	$978K	-$1.55M	3	0.04%	Reduced
752	MLM Mount Lucas Management Newtown, Pennsylvania	$974K	+$890K	1	0.21%	New
753	SCG Strategic Capital Group Gig Harbor, Washington	$974K	-$508K	1	0.76%	Reduced
754	BFG Beacon Financial Group Dallas, Texas	$972K	+$856K	1	0.19%	New
755	MC Menta Capital San Francisco, California	$971K	+$664K	3	0.4%	Increased
756	R.M. Davis Inc Portland, Maine	$959K	+$125K	1	0.06%	Increased
757	PCI Pacifica Capital Investments Leander, Texas	$958K	+$875K	1	0.61%	New
758	IPC Independent Portfolio Consultants Boca Raton, Florida	$947K	+$485K	2	0.33%	Increased
759	MIS Morningstar Investment Services Chicago, Illinois	$928K	-$13.5K	1	0.07%	Reduced
760	RegentAtlantic Capital Morristown, New Jersey	$917K	+$298K	1	0.09%	Increased
761	CC Cipher Capital New York	$910K	-$217K	3	0.62%	Reduced
762	PH Pinnacle Holdings Tulsa, Oklahoma	$901K	-$88.5K	1	0.26%	Reduced
763	DL Delta Lloyd Amsterdam, Netherlands	$892K	+$785K	4	0.03%	New
764	GOCM Grey Owl Capital Management Falls Church, Virginia	$892K	+$846K	1	1.17%	New
765	AGC Angelo Gordon & Co New York	$890K	$0	1	0.07%	Maintained
766	Andra AP-fonden Goteborg, Sweden	$882K	-$1.93M	1	0.02%	Reduced
767	PAM Private Asset Management San Diego, California	$882K	+$557K	1	0.15%	Increased
768	DTL Dynamic Technology Lab Singapore	$878K	+$552K	4	0.6%	Increased
769	NCM Noesis Capital Mangement Boca Raton, Florida	$869K	-$46.2K	1	0.43%	Reduced
770	LCS Levin Capital Strategies New York	$846K	+$410K	1	0.01%	Increased
771	JMH J.M. Hartwell New York	$835K	+$47.8K	1	0.17%	Increased
772	PP Patten & Patten Chattanooga, Tennessee	$835K	+$35.8K	1	0.12%	Increased
773	TFA Transamerica Financial Advisors St. Petersburg, Florida	$830K	+$304K	3	0.09%	Increased
774	CA CapWealth Advisors Franklin, Tennessee	$827K	+$204K	1	0.21%	Increased
775	BCM Barometer Capital Management Toronto, Ontario, Canada	$826K	+$753K	1	0.21%	New