← 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
801	I IberiaBank Lafayette, Louisiana	$326K	$0	1	0.21%	Maintained
802	BEAM Baker Ellis Asset Management Vancouver, Washington	$325K	$0	1	0.12%	Maintained
803	UMA USA Mutuals Advisors Dallas, Texas	$324K	+$323K	1	0.21%	New
804	Cambridge Investment Research Advisors Fairfield, Iowa	$311K	-$628K	1	0.01%	Reduced
805	MAM Meeder Asset Management Dublin, Ohio	$310K	+$1.09K	1	0.06%	Increased
806	GA Geneva Advisors Chicago, Illinois	$305K	-$781K	1	0.01%	Reduced
807	BI Bulldog Investors Saddle Brook, New Jersey	$300K	-$7.37M	1	0.07%	Reduced
808	SFP Santa Fe Partners Santa Fe, New Mexico	$298K	-$1.14M	1	0.06%	Reduced
809	SA Strategic Advisors New York	$298K	$0	1	0.24%	Maintained
810	Envestnet Asset Management Chicago, Illinois	$297K	-$475K	9	0%	Reduced
811	ICOA Investment Centers of America Bismarck, North Dakota	$296K	+$17.1K	1	0.06%	Increased
812	Janney Montgomery Scott Philadelphia, Pennsylvania	$292K	+$288K	1	0.01%	New
813	HM Payson & Co Portland, Maine	$292K	$0	1	0.02%	Maintained
814	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$292K	$0	1	0.04%	Maintained
815	PAM Private Asset Management San Diego, California	$285K	+$79.6K	1	0.05%	Increased
816	Tocqueville Asset Management New York	$284K	-$1.02M	2	0%	Reduced
817	DC Deere & Company Moline, Illinois	$283K	-$848K	1	0.02%	Reduced
818	PCM Parsons Capital Management Providence, Rhode Island	$282K	+$19.8K	1	0.05%	Increased
819	DTL Dynamic Technology Lab Singapore	$273K	-$857K	1	0.22%	Reduced
820	Cannell & Spears New York	$272K	+$278K	1	0.04%	New
821	Eagle Global Advisors Houston, Texas	$270K	$0	1	0.01%	Maintained
822	MC Menta Capital San Francisco, California	$268K	-$813K	1	0.14%	Reduced
823	IMS Index Management Solutions Philadelphia, Pennsylvania	$265K	+$261K	4	0.08%	New
824	AC Alexandria Capital Arlington, Virginia	$264K	+$251K	3	0.12%	Increased
825	Truist Financial Charlotte, North Carolina	$262K	-$556K	1	0.01%	Reduced