← 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	R.M. Davis Inc Portland, Maine	$999K	+$70K	1	0.06%	Increased
752	BUB BBVA USA Bancshares Houston, Texas	$998K	+$26.6K	1	0.05%	Increased
753	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$986K	+$1.01M	1	0.37%	New
754	EMG Ellington Management Group Old Greenwich, Connecticut	$969K	-$1.39M	2	0.28%	Reduced
755	GC Gruss & Co West Palm Beach, Florida	$969K	-$866K	1	1.13%	Reduced
756	QIM Quantitative Investment Management Charlottesville, Virginia	$968K	-$19.3M	3	0.05%	Reduced
757	MC Menta Capital San Francisco, California	$963K	-$60.3K	1	0.29%	Reduced
758	NCM Novare Capital Management Charlotte, North Carolina	$960K	-$626K	1	0.26%	Reduced
759	MVA Mount Vernon Associates Baltimore, Maryland	$959K	$0	1	2.51%	Maintained
760	IA Icon Advisers Greenwood Village, Colorado	$951K	+$977K	2	0.07%	New
761	IPC Independent Portfolio Consultants Boca Raton, Florida	$951K	-$29.5K	2	0.3%	Reduced
762	Smith Salley Wealth Management Greensboro, North Carolina	$929K	+$213K	2	0.58%	Increased
763	CAM Cortina Asset Management Milwaukee, Wisconsin	$924K	+$319K	1	0.03%	Increased
764	Huntington National Bank Columbus, Ohio	$921K	+$530K	1	0.02%	Increased
765	TIM Thompson Investment Management Madison, Wisconsin	$919K	-$60.5K	1	0.18%	Reduced
766	FCB First Citizens Bancorporation Columbia, South Carolina	$915K	+$14.6K	1	0.73%	Increased
767	Evercore Wealth Management New York	$906K	-$2.44M	7	0.05%	Reduced
768	GS Gagnon Securities New York	$903K	+$9.22K	3	0.27%	Increased
769	MIS Morningstar Investment Services Chicago, Illinois	$900K	-$29.8K	1	0.06%	Reduced
770	PH Pinnacle Holdings Tulsa, Oklahoma	$894K	+$109K	3	0.25%	Increased
771	Scotia Capital Toronto, Ontario, Canada	$890K	+$919K	2	0.02%	New
772	ACM Atika Capital Management New York	$885K	-$692K	1	0.75%	Reduced
773	JMH J.M. Hartwell New York	$884K	+$89.3K	1	0.18%	Increased
774	MIG Mariner Investment Group Harrison, New York	$884K	+$222K	1	0.19%	Increased
775	JC JBF Capital Aspen, Colorado	$870K	-$5.16M	1	0.13%	Reduced