← 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	AW Alpha Windward Westwood, Massachusetts	$1.51M	+$1.02M	4	1.02%	Increased
752	HH Hilltop Holdings Dallas, Texas	$1.49M	+$83.6K	1	0.41%	Increased
753	First Citizens Bank & Trust Raleigh, North Carolina	$1.49M	+$36.3K	2	0.1%	Increased
754	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.49M	+$1.5M	1	1.35%	New
755	BUB BBVA USA Bancshares Houston, Texas	$1.49M	+$34.4K	1	0.08%	Increased
756	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.48M	+$1.45M	1	0.09%	New
757	JP Morgan Private Wealth Advisors San Francisco, California	$1.47M	-$26K	2	0.02%	Reduced
758	DBT Dubuque Bank & Trust Dubuque, Iowa	$1.46M	+$342K	2	0.27%	Increased
759	PC Palo Capital Newport Beach, California	$1.45M	+$2.7K	2	1.14%	Increased
760	Norinchukin Bank Tokyo, Japan	$1.41M	-$67K	3	0.04%	Reduced
761	CGI Caerus Global Investors New York	$1.4M	+$784K	1	5.03%	Increased
762	WCM Washington Capital Management Seattle, Washington	$1.4M	$0	1	0.79%	Maintained
763	Two Sigma Advisers New York	$1.39M	-$5.22M	3	0.01%	Reduced
764	Cullen/Frost Bankers San Antonio, Texas	$1.39M	-$496K	3	0.05%	Reduced
765	JC JBF Capital Aspen, Colorado	$1.38M	+$297K	2	0.19%	Increased
766	MUFG Americas New York	$1.38M	-$11.1K	5	0.05%	Reduced
767	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$1.38M	-$5.95M	1	0.07%	Reduced
768	Catalyst Capital Advisors Huntington, New York	$1.36M	-$1.02M	2	0.16%	Reduced
769	Cambridge Investment Research Advisors Fairfield, Iowa	$1.36M	+$250K	3	0.04%	Increased
770	WOC West Oak Capital Westlake Village, California	$1.36M	-$43K	2	1.01%	Reduced
771	AW ACG Wealth Atlanta, Georgia	$1.35M	+$12.6K	1	0.34%	Increased
772	SAM Scopus Asset Management New York	$1.32M	$0	1	0.02%	Maintained
773	Capital International Los Angeles, California	$1.3M	$0	2	0.08%	Maintained
774	Weiss Multi-Strategy Advisers New York	$1.3M	-$6.26M	2	0.05%	Reduced
775	AAIM American Assets Investment Management San Diego, California	$1.29M	$0	1	0.39%	Maintained