← 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	NFG Next Financial Group Houston, Texas	$768K	-$365K	8	0.26%	Reduced
827	SIA Stancorp Investment Advisers Portland, Oregon	$762K	+$705K	2	0.35%	New
828	FFA First Foundation Advisors Irvine, California	$761K	-$85K	1	0.07%	Reduced
829	CEP Chicago Equity Partners Chicago, Illinois	$759K	+$12.1K	1	0.02%	Increased
830	JMH J.M. Hartwell New York	$755K	$0	1	0.18%	Maintained
831	R RQSI Nassau, Bahamas	$755K	+$758K	1	0.7%	New
832	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$752K	-$17.1K	1	0.36%	Reduced
833	MCM Mork Capital Management Healdsburg, California	$749K	+$720K	1	0.57%	New
834	IRS Invictus RG (Singapore) Singapore	$743K	-$39.5K	3	0.81%	Reduced
835	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$737K	-$65.3K	1	0.12%	Reduced
836	Curi RMB Capital Chicago, Illinois	$734K	-$8.02K	2	0.04%	Reduced
837	BAM Burnham Asset Management New York	$725K	-$13.2K	3	0.16%	Reduced
838	HI Honeywell International Charlotte, North Carolina	$721K	+$410K	1	0.02%	Increased
839	CONA Capital One National Association New York	$721K	+$11K	2	0.07%	Increased
840	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$718K	-$204K	1	0.29%	Reduced
841	CBU CIBC Bank USA Chicago, Illinois	$690K	+$661K	2	0.12%	New
842	E. Ohman J:or Asset Management Stockholm, Sweden	$683K	-$11.7K	4	0.16%	Reduced
843	BIM BRC Investment Management Greenwood Village, Colorado	$676K	+$99.5K	1	0.09%	Increased
844	NCM Noesis Capital Mangement Boca Raton, Florida	$673K	-$79.5K	1	0.28%	Reduced
845	AIM Allen Investment Management New York	$669K	-$115K	1	0.05%	Reduced
846	Clifford Swan Investment Counsel Pasadena, California	$667K	-$3.91K	1	0.04%	Reduced
847	MassMutual Private Wealth & Trust Windsor, Connecticut	$666K	+$588K	2	0.22%	Increased
848	Great Lakes Advisors Chicago, Illinois	$665K	+$384K	1	0.02%	Increased
849	RTIM Round Table Investment Management Charlotte, North Carolina	$662K	+$626K	1	0.25%	New
850	Diversified Trust Memphis, Tennessee	$660K	+$635K	1	0.06%	New