← 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
826	Scotia Capital Toronto, Ontario, Canada	$257K	-$748K	2	0.01%	Reduced
827	CCM Cai Capital Management New York	$255K	-$949K	1	0.16%	Reduced
828	FIM Fruth Investment Management Houston, Texas	$254K	-$8.43K	1	0.13%	Reduced
829	SGH Schonfeld Group Holdings Jericho, New York	$254K	+$249K	2	0.52%	New
830	BCA Benchmark Capital Advisors New York	$253K	-$1.7M	1	0.18%	Reduced
831	MIC MU Investments Company Tokyo, Japan	$251K	-$76.4K	1	0.12%	Reduced
832	EWM Endurance Wealth Management Providence, Rhode Island	$250K	-$53.4K	1	0.05%	Reduced
833	SRC Shufro Rose & Co New York	$248K	-$3.96K	1	0.03%	Reduced
834	Stephens Inc Little Rock, Arkansas	$248K	-$6.4K	1	0.01%	Reduced
835	1GA 1st Global Advisors Dallas, Texas	$245K	-$259K	1	0.05%	Reduced
836	Cetera Advisor Networks El Segundo, California	$245K	-$11.6K	1	0.02%	Reduced
837	DSC Duncker Streett & Co St. Louis, Missouri	$244K	-$147K	1	0.1%	Reduced
838	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$243K	+$245K	1	0.1%	New
839	CONA Capital One National Association New York	$241K	-$2.03M	1	0.02%	Reduced
840	ALPS Advisors Denver, Colorado	$235K	+$240K	1	0%	New
841	DF Dent & Co Baltimore, Maryland	$235K	$0	1	0.01%	Maintained
842	EI EAM Investors Solana Beach, California	$235K	-$2M	1	0.05%	Reduced
843	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$232K	-$823K	2	0.05%	Reduced
844	HF Hoxton Financial Shepherdstown, West Virginia	$224K	-$282K	3	0.22%	Reduced
845	LCM Lucas Capital Management Red Bank, New Jersey	$222K	$0	1	0.08%	Maintained
846	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$220K	+$217K	1	0.11%	New
847	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$217K	+$225K	1	0.05%	New
848	Whittier Trust South Pasadena, California	$208K	-$55.8K	3	0.01%	Reduced
849	1919 Investment Counsel Baltimore, Maryland	$206K	-$5K	1	0%	Reduced
850	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$205K	$0	1	0.03%	Maintained