← 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
851
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$1.4M -$2.21M 2 0.13% Reduced
852
MVA
Mount Vernon Associates
Maryland
$1.39M $0 2 2.3% Maintained
853
SSWM
Sheets Smith Wealth Management
North Carolina
$1.39M +$381K 2 0.35% Increased
854
SJIC
St. James Investment Company
Texas
$1.39M +$1.41M 1 0.16% New
855
PFM
Parsec Financial Management
North Carolina
$1.38M +$1.1M 1 0.1% Increased
856
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$1.34M -$66.6K 3 1.13% Reduced
857
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.34M $0 5 0.12% Maintained
858
Vident Investment Advisory
Vident Investment Advisory
Georgia
$1.32M +$958K 3 0.07% Increased
859
TC
Telemus Capital
Michigan
$1.32M -$232K 2 0.15% Reduced
860
FFA
First Foundation Advisors
California
$1.3M +$1.28M 1 0.07% New
861
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.29M $0 1 0.01% Maintained
862
LAIC
Lederer & Associates Investment Counsel
California
$1.26M +$7.76K 1 1.2% Increased
863
SM
Sciencast Management
New Jersey
$1.26M -$509K 2 0.7% Reduced
864
LKIM
Lawson Kroeker Investment Management
Nebraska
$1.25M -$973K 1 0.4% Reduced
865
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$1.24M -$596K 1 0.02% Reduced
866
Cerity Partners
Cerity Partners
New York
$1.24M +$522K 2 0.09% Increased
867
ESBC
E.S. Barr & Co
Kentucky
$1.23M -$5.25K 1 0.13% Reduced
868
HCM
HMS Capital Management
Tennessee
$1.22M -$98.5K 2 1.04% Reduced
869
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$1.22M -$65.8K 2 0.54% Reduced
870
SIM
Sentry Investment Management
Wisconsin
$1.2M $0 2 0.05% Maintained
871
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$1.19M -$19.9K 1 0.15% Reduced
872
Avantax Planning Partners
Avantax Planning Partners
Iowa
$1.18M -$67K 1 0.09% Reduced
873
PL
Polianta Ltd
Jersey
$1.16M +$1.16M 1 0.37% New
874
CCIA
Campbell & Co Investment Adviser
Maryland
$1.16M +$652K 4 0.94% Increased
875
MIM
Marco Investment Management
Georgia
$1.15M $0 1 0.18% Maintained