← 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	SCM Signia Capital Management Spokane, Washington	$1.49M	-$600K	1	2.17%	Reduced
752	HCM HMS Capital Management Nashville, Tennessee	$1.49M	-$348K	2	1.55%	Reduced
753	OIA Optimum Investment Advisors Chicago, Illinois	$1.48M	-$58.5K	3	0.56%	Reduced
754	GHCM Glen Harbor Capital Management San Diego, California	$1.48M	+$1.46M	8	0.04%	New
755	KS Karpas Strategies Litchfield, Connecticut	$1.48M	+$16.6K	2	0.7%	Increased
756	OI Oakbrook Investments Lisle, Illinois	$1.48M	+$786K	3	0.1%	Increased
757	Meiji Yasuda Life Insurance Tokyo, Japan	$1.47M	-$1.94M	3	0.24%	Reduced
758	AW Alpha Windward Westwood, Massachusetts	$1.47M	-$284K	4	0.96%	Reduced
759	NA Navellier & Associates Reno, Nevada	$1.46M	-$1.37M	3	0.24%	Reduced
760	WSA Wall Street Associates Lajolla, California	$1.43M	-$3.28M	2	0.94%	Reduced
761	Global X Management Company New York	$1.42M	-$200K	4	0.06%	Reduced
762	AC Argentiere Capital Zug, Switzerland	$1.42M	+$1.35M	1	0.67%	New
763	Norinchukin Bank Tokyo, Japan	$1.41M	+$178K	3	0.03%	Increased
764	MSI Financial Services Springfield, Massachusetts	$1.4M	+$320K	16	0.05%	Increased
765	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.39M	-$427K	2	0.02%	Reduced
766	FM Family Management New York	$1.37M	-$229K	1	0.93%	Reduced
767	Group One Trading Chicago, Illinois	$1.37M	-$158K	9	0.01%	Reduced
768	TC Telemus Capital Southfield, Michigan	$1.36M	-$262K	2	0.19%	Reduced
769	BUB BBVA USA Bancshares Houston, Texas	$1.36M	-$94.2K	1	0.1%	Reduced
770	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.36M	+$87.5K	2	1.25%	Increased
771	HC Hourglass Capital Houston, Texas	$1.35M	-$702K	1	0.34%	Reduced
772	LDB Lee, Danner & Bass Nashville, Tennessee	$1.34M	+$73.4K	1	0.16%	Increased
773	JCM Jag Capital Management St Louis, Missouri	$1.33M	-$8.27M	1	0.27%	Reduced
774	RFCA R&F Capital Advisors New York	$1.32M	+$1.35M	3	0.47%	New
775	IHL Investment House LLC Redondo Beach, California	$1.32M	-$892K	2	0.2%	Reduced