← 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	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$704K	+$631K	1	0.28%	New
802	AAIM American Assets Investment Management San Diego, California	$701K	+$628K	1	0.26%	New
803	Amalgamated Bank New York	$698K	+$634K	2	0.12%	New
804	MIG Mariner Investment Group Harrison, New York	$688K	-$889K	1	0.1%	Reduced
805	RAM RWC Asset Management London, United Kingdom	$686K	+$613K	2	0.07%	New
806	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$683K	+$147K	1	0.42%	Increased
807	CHAM Clear Harbor Asset Management Stamford, Connecticut	$682K	$0	1	0.17%	Maintained
808	Wedge Capital Management Charlotte, North Carolina	$681K	+$72.3K	1	0.01%	Increased
809	CAS CTC Alternative Strategies Chicago, Illinois	$681K	+$589K	1	0.52%	New
810	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$668K	$0	1	0.1%	Maintained
811	ICM IMS Capital Management Portland, Oregon	$668K	-$601K	2	0.84%	Reduced
812	KS Karpas Strategies Litchfield, Connecticut	$664K	$0	1	0.37%	Maintained
813	E. Ohman J:or Asset Management Stockholm, Sweden	$658K	$0	4	0.16%	Maintained
814	LCM Lucas Capital Management Red Bank, New Jersey	$650K	+$292K	1	0.22%	Increased
815	RA RMR Advisors Newton, Massachusetts	$646K	-$98K	2	0.44%	Reduced
816	Clifford Swan Investment Counsel Pasadena, California	$644K	$0	1	0.05%	Maintained
817	SAM Symphony Asset Management San Francisco, California	$639K	+$15.2K	2	0.05%	Increased
818	OFG OTA Financial Group Purchase, New York	$638K	+$547K	2	0.4%	New
819	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$625K	-$225K	1	0.12%	Reduced
820	Meiji Yasuda Life Insurance Tokyo, Japan	$614K	$0	1	0.1%	Maintained
821	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$605K	-$68.2K	1	0.21%	Reduced
822	Natixis Paris, France	$598K	-$8.32M	2	0.01%	Reduced
823	HF Hoxton Financial Shepherdstown, West Virginia	$594K	+$307K	3	0.26%	Increased
824	LDB Lee, Danner & Bass Nashville, Tennessee	$585K	+$41.8K	1	0.08%	Increased
825	First National Bank of Omaha Omaha, Nebraska	$584K	-$2.72M	1	0.04%	Reduced