← 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	Red Door Wealth Management Memphis, Tennessee	$7.87M	+$268K	3	1.52%	Increased
752	PDT Partners New York	$7.86M	+$3.54M	4	0.74%	Increased
753	Marks Group Wealth Management Minnetonka, Minnesota	$7.85M	+$108K	3	0.82%	Increased
754	Westchester Capital Management (New York) Valhalla, New York	$7.79M	+$7.57M	1	0.29%	New
755	Benjamin F. Edwards & Company St. Louis, Missouri	$7.79M	+$972K	10	0.14%	Increased
756	Graham Capital Management Rowayton, Connecticut	$7.78M	+$1.65M	7	0.15%	Increased
757	SPA Sherbrooke Park Advisers White Plains, New York	$7.77M	+$4.99M	11	1.51%	Increased
758	BA Bard Associates Chicago, Illinois	$7.73M	-$53.1K	2	2.78%	Reduced
759	FJ Capital Management Mclean, Virginia	$7.7M	+$1.76M	4	0.78%	Increased
760	Lido Advisors Los Angeles, California	$7.69M	+$320K	7	0.05%	Increased
761	Beacon Pointe Advisors Newport Beach, California	$7.68M	-$52.5K	7	0.09%	Reduced
762	Rice Hall James & Associates San Diego, California	$7.68M	-$291K	2	0.44%	Reduced
763	3IP 3Chopt Investment Partners Richmond, Virginia	$7.67M	-$514K	2	3.15%	Reduced
764	BCA Bernzott Capital Advisors Camarillo, California	$7.63M	-$29.4K	1	3.02%	Reduced
765	Seven Eight Capital New York	$7.57M	+$167K	8	0.79%	Increased
766	BTC Capital Management Des Moines, Iowa	$7.56M	+$6.72M	2	0.69%	New
767	BOK Financial Tulsa, Oklahoma	$7.56M	+$124K	7	0.14%	Increased
768	Congress Wealth Management Boston, Massachusetts	$7.55M	+$281K	1	0.13%	Increased
769	Centiva Capital New York	$7.55M	-$1.9M	7	0.18%	Reduced
770	Integrated Wealth Concepts Waltham, Massachusetts	$7.53M	+$1.46M	5	0.11%	Increased
771	CBT Central Bank & Trust Lexington, Kentucky	$7.41M	-$793K	3	1.06%	Reduced
772	SCA Sippican Capital Advisors Boston, Massachusetts	$7.41M	-$124K	3	5.76%	Reduced
773	WorldQuant Millennium Advisors New York	$7.4M	-$5.74M	2	0.09%	Reduced
774	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$7.38M	+$1.06M	1	3.25%	Increased
775	PAMP Phoenix Asset Management Partners London,	$7.37M	$0	1	3.92%	Maintained