← 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	BCA Benchmark Capital Advisors New York	$1.55M	$0	1	1.02%	Maintained
752	Norinchukin Bank Tokyo, Japan	$1.55M	+$6.95K	3	0.04%	Increased
753	WI WHV Investments San Francisco, California	$1.55M	-$1.27M	1	0.03%	Reduced
754	WCM Washington Capital Management Seattle, Washington	$1.54M	$0	1	0.89%	Maintained
755	SC Skylands Capital Milwaukee, Wisconsin	$1.53M	+$205K	1	0.16%	Increased
756	SCA Secor Capital Advisors New York	$1.53M	+$1.2M	3	0.6%	Increased
757	Bradley Foster & Sargent Hartford, Connecticut	$1.52M	+$237K	1	0.07%	Increased
758	BUB BBVA USA Bancshares Houston, Texas	$1.51M	+$36.2K	1	0.07%	Increased
759	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.5M	+$1.37M	1	0.3%	New
760	HL Financial Services Louisville, Kentucky	$1.5M	+$194K	1	0.04%	Increased
761	PC Palo Capital Newport Beach, California	$1.49M	+$128K	2	1.22%	Increased
762	FIG Fortress Investment Group New York	$1.49M	+$927K	2	0.02%	Increased
763	TI Turner Investments Berwyn, Pennsylvania	$1.47M	-$2.63M	5	0.26%	Reduced
764	First Citizens Bank & Trust Raleigh, North Carolina	$1.47M	+$1.45M	2	0.1%	New
765	HH Hilltop Holdings Dallas, Texas	$1.47M	+$1.34M	1	0.37%	New
766	MUFG Americas New York	$1.44M	+$158K	7	0.05%	Increased
767	WOC West Oak Capital Westlake Village, California	$1.42M	-$126K	2	1.04%	Reduced
768	MSI Financial Services Springfield, Massachusetts	$1.4M	+$1.08M	13	0.1%	Increased
769	HCP Holt Capital Partners Fort Worth, Texas	$1.4M	$0	2	0.57%	Maintained
770	DCM Dynamic Capital Management St. Helier, Jersey	$1.39M	-$26.2K	3	0.5%	Reduced
771	NFGCM Norman Fields Gottscho Capital Management New York	$1.39M	-$79.7K	1	0.88%	Reduced
772	GJL Gendell Jeffrey L	$1.38M	$0	1	0.22%	Maintained
773	AW ACG Wealth Atlanta, Georgia	$1.38M	+$1.28M	1	0.36%	New
774	Squarepoint New York	$1.37M	-$232K	1	0.48%	Reduced
775	EIM Essex Investment Management Boston, Massachusetts	$1.37M	-$329K	1	0.19%	Reduced