← 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
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$4.42M -$5.49M 4 0.16% Reduced
777
P2P
Phase 2 Partners
California
$4.41M -$2.25M 1 2.88% Reduced
778
SM
Sciencast Management
New Jersey
$4.38M +$4.81M 3 1% Increased
779
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$4.34M +$79.8K 1 0.38% Increased
780
Advisory Services Network
Advisory Services Network
Georgia
$4.33M -$8.88M 6 0.13% Reduced
781
TC
Taika Capital
Florida
$4.33M +$227K 1 2.18% Increased
782
Belpointe Asset Management
Belpointe Asset Management
Nevada
$4.33M +$2.2M 9 0.26% Increased
783
Achmea Investment Management
Achmea Investment Management
Netherlands
$4.32M +$3.82M 4 0.11% Increased
784
PFS Investments
PFS Investments
Georgia
$4.31M +$431K 1 0.08% Increased
785
CFC
Client First Capital
California
$4.29M +$4.96M 1 2.89% New
786
Meitav Investment House
Meitav Investment House
Israel
$4.29M -$2.45M 4 0.06% Reduced
787
Capstone Investment Advisors
Capstone Investment Advisors
New York
$4.29M +$4.41M 4 0.01% Increased
788
Private Management Group
Private Management Group
California
$4.28M +$4.29M 1 0.17% New
789
CH
CVI Holdings
Delaware
$4.28M +$360K 1 0.28% Increased
790
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$4.28M +$215K 3 0.49% Increased
791
Magnetar Financial
Magnetar Financial
Illinois
$4.25M +$3.55M 2 0.05% Increased
792
Park Avenue Securities
Park Avenue Securities
New York
$4.25M +$850K 5 0.07% Increased
793
Congress Wealth Management
Congress Wealth Management
Massachusetts
$4.24M -$965K 1 0.09% Reduced
794
RGI
River Global Investors
United Kingdom
$4.22M +$422K 1 0.55% Increased
795
HSA
Hussman Strategic Advisors
Maryland
$4.2M $0 6 0.82% Maintained
796
SCA
Sippican Capital Advisors
Massachusetts
$4.14M -$27.8K 2 3.44% Reduced
797
Elk River Wealth Management
Elk River Wealth Management
Colorado
$4.13M +$1.13M 1 0.9% Increased
798
EP
EPIQ Partners
Minnesota
$4.1M +$234K 1 2.2% Increased
799
Nicholas Company
Nicholas Company
Wisconsin
$4.1M +$458K 1 0.07% Increased
800
AWCI
Alpine Woods Capital Investors
New York
$4.09M -$6.16M 3 0.43% Reduced