← 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	WF WealthTrust Fairport Cleveland, Ohio	$701K	+$711K	2	0.11%	Increased
802	DILH Dai-ichi Life Holdings Tokyo, Japan	$688K	-$65.9K	4	0.02%	Reduced
803	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$682K	+$702K	1	0.35%	New
804	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$680K	-$7.43K	3	0.12%	Reduced
805	GA Geneva Advisors Chicago, Illinois	$679K	+$61.7K	2	0.01%	Increased
806	OAM Orinda Asset Management Lafayette, California	$676K	-$69.8K	4	1.45%	Reduced
807	BO Bank OZK Little Rock, Arkansas	$672K	+$648K	1	0.24%	New
808	BA Bard Associates Chicago, Illinois	$670K	-$11.3K	1	0.28%	Reduced
809	Bradley Foster & Sargent Hartford, Connecticut	$667K	-$671K	2	0.03%	Reduced
810	DL Delta Lloyd Amsterdam, Netherlands	$665K	-$205K	3	0.02%	Reduced
811	KS Karpas Strategies Litchfield, Connecticut	$665K	-$1.39K	1	0.35%	Reduced
812	AGM Alpine Global Management New York	$655K	+$663K	2	0.56%	New
813	WA WFG Advisors Dallas, Texas	$655K	-$126K	7	0.13%	Reduced
814	CHAM Clear Harbor Asset Management Stamford, Connecticut	$653K	+$941	1	0.15%	Increased
815	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$653K	+$8.03K	1	0.12%	Increased
816	ICM IMS Capital Management Portland, Oregon	$652K	-$6.2K	2	0.77%	Reduced
817	United Capital Financial Advisors Irving, Texas	$650K	+$664K	2	0.01%	New
818	ACM Argentus Capital Management Dallas, Texas	$649K	+$668K	1	0.16%	New
819	AC Alexandria Capital Arlington, Virginia	$645K	+$312K	3	0.28%	Increased
820	LCM Lucas Capital Management Red Bank, New Jersey	$644K	+$215K	1	0.21%	Increased
821	SCM Stonebridge Capital Management Los Angeles, California	$644K	-$254K	2	0.27%	Reduced
822	E. Ohman J:or Asset Management Stockholm, Sweden	$643K	$0	4	0.16%	Maintained
823	Wedge Capital Management Charlotte, North Carolina	$629K	-$12.3K	1	0.01%	Reduced
824	Clifford Swan Investment Counsel Pasadena, California	$628K	$0	1	0.04%	Maintained
825	RA RMR Advisors Newton, Massachusetts	$616K	$0	2	0.39%	Maintained