← 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	FAB First American Bank Dundee, Illinois	$963K	-$1.85M	1	0.08%	Reduced
827	Clark Capital Management Group Philadelphia, Pennsylvania	$962K	-$4.65M	1	0.05%	Reduced
828	JMH J.M. Hartwell New York	$961K	$0	1	0.24%	Maintained
829	EverPoint Asset Management Stamford, Connecticut	$957K	-$3.94M	1	0.02%	Reduced
830	IFP Advisors Tampa, Florida	$951K	+$10.4K	21	0.05%	Increased
831	SIM Sentry Investment Management Stevens Point, Wisconsin	$943K	-$306K	2	0.04%	Reduced
832	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$938K	+$11.3K	1	0.44%	Increased
833	PAM PT Asset Management Chicago, Illinois	$936K	-$864K	2	0.23%	Reduced
834	LGC Laurel Grove Capital Los Angeles, California	$933K	+$10.7K	2	0.51%	Increased
835	PH Pinnacle Holdings Tulsa, Oklahoma	$925K	-$27.6K	5	0.36%	Reduced
836	First Citizens Bank & Trust Raleigh, North Carolina	$917K	-$1.7M	1	0.1%	Reduced
837	CIBC Private Wealth Group Atlanta, Georgia	$901K	+$350K	2	0.01%	Increased
838	CIAN Capstone Investment Advisors (Netherlands) New York	$897K	+$886K	4	1.52%	New
839	P Pitcairn Conshohocken, Pennsylvania	$893K	-$840K	2	0.11%	Reduced
840	Rafferty Asset Management New York	$880K	-$287K	2	0.04%	Reduced
841	SCA Snowden Capital Advisors New York	$874K	-$6.38K	1	0.22%	Reduced
842	Sit Investment Associates Minneapolis, Minnesota	$870K	$0	1	0.02%	Maintained
843	CMI Cider Mill Investments Greenwich, Connecticut	$861K	+$850K	1	0.61%	New
844	F.L. Putnam Investment Management Lynnfield, Massachusetts	$851K	-$693K	1	0.1%	Reduced
845	Mizuho Securities USA New York	$847K	+$838K	1	0.04%	New
846	MCM Mork Capital Management Healdsburg, California	$834K	+$763K	1	0.59%	New
847	DWA Dorsey Wright & Associates Pasadena, California	$833K	+$481K	1	0.35%	Increased
848	Oberweis Asset Management Lisle, Illinois	$832K	$0	1	0.25%	Maintained
849	Shelton Capital Management Denver, Colorado	$826K	-$274K	3	0.06%	Reduced
850	Cambridge Investment Research Advisors Fairfield, Iowa	$825K	-$316K	2	0.02%	Reduced