← 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
776	NSIM North Star Investment Management Chicago, Illinois	$1.32M	+$59.8K	1	0.2%	Increased
777	NIS National Investment Services Milwaukee, Wisconsin	$1.32M	-$1.34M	1	1.45%	Reduced
778	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.3M	+$1.27M	1	1.29%	New
779	Hillsdale Investment Management Toronto, Ontario, Canada	$1.3M	+$1.22M	2	0.27%	Increased
780	DA Denali Advisors San Diego, California	$1.29M	-$3.17M	2	0.22%	Reduced
781	AP Archon Partners Princeton Junction, New Jersey	$1.28M	+$118K	1	0.33%	Increased
782	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.27M	-$9.28M	1	0.01%	Reduced
783	JGC J. Goldman & Co New York	$1.27M	+$1.26M	2	0.08%	New
784	GS Gagnon Securities New York	$1.26M	$0	4	0.54%	Maintained
785	CCA Covey Capital Advisors Atlanta, Georgia	$1.26M	-$20.7K	2	0.73%	Reduced
786	ArrowMark Colorado Holdings Denver, Colorado	$1.25M	$0	1	0.02%	Maintained
787	OFW Omnia Family Wealth Aventura, Florida	$1.25M	+$1.24M	7	0.62%	New
788	ACM Aviance Capital Management Sarasota, Florida	$1.24M	-$1.45M	1	0.07%	Reduced
789	PCM Parsons Capital Management Providence, Rhode Island	$1.24M	-$328K	2	0.16%	Reduced
790	ACM Americafirst Capital Management Roseville, California	$1.23M	+$1.16M	3	1.29%	New
791	AIM Allen Investment Management New York	$1.23M	+$827K	1	0.07%	Increased
792	FFA First Foundation Advisors Irvine, California	$1.22M	-$334K	3	0.08%	Reduced
793	RAM Riggs Asset Management Dallas, Pennsylvania	$1.21M	+$22K	1	0.6%	Increased
794	ESBC E.S. Barr & Co Lexington, Kentucky	$1.2M	$0	1	0.14%	Maintained
795	FIM Friedberg Investment Management Houston, Texas	$1.19M	-$48.1K	1	0.54%	Reduced
796	HCP Holt Capital Partners Fort Worth, Texas	$1.18M	+$53.8K	2	0.43%	Increased
797	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.18M	-$220K	3	0.13%	Reduced
798	QAM Quantres Asset Management Cayman, Cayman Islands	$1.17M	+$154K	2	0.81%	Increased
799	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.15M	+$1.19M	1	0.94%	New
800	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.14M	+$1.22M	2	0.48%	New