← 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
876	LPC Loeb Partners Corp New York	$380K	$0	1	0.12%	Maintained
877	Janney Montgomery Scott Philadelphia, Pennsylvania	$376K	+$46.7K	1	0.01%	Increased
878	DBG De Burlo Group Boston, Massachusetts	$374K	-$126K	1	0.09%	Reduced
879	FIG Fortress Investment Group New York	$370K	$0	1	0.01%	Maintained
880	MAM Meeder Asset Management Dublin, Ohio	$365K	+$7.15K	1	0.06%	Increased
881	MHS M Holdings Securities Portland, Oregon	$363K	+$351K	1	0.26%	New
882	Envestnet Asset Management Chicago, Illinois	$356K	+$16.4K	7	0%	Increased
883	I IberiaBank Lafayette, Louisiana	$348K	$0	1	0.23%	Maintained
884	Lasalle Investment Management Securities Baltimore, Maryland	$344K	+$341K	1	0.01%	New
885	BEAM Baker Ellis Asset Management Vancouver, Washington	$342K	+$20.9K	1	0.12%	Increased
886	WSCM Wellington Shields Capital Management New York	$336K	+$272K	1	0.06%	New
887	HM Payson & Co Portland, Maine	$333K	$0	1	0.02%	Maintained
888	PCM Parsons Capital Management Providence, Rhode Island	$324K	$0	1	0.05%	Maintained
889	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$320K	+$274K	2	0.04%	Increased
890	Glenmede Trust Philadelphia, Pennsylvania	$317K	-$3.12M	7	0%	Reduced
891	Cannell & Spears New York	$313K	$0	1	0.04%	Maintained
892	VFS VSR Financial Services Overland Park, Kansas	$309K	+$269K	1	0.05%	New
893	WesBanco Bank Wheeling, West Virginia	$304K	+$281K	1	0.02%	New
894	STIA Stone Toro Investment Advisers Princeton, New Jersey	$300K	-$444K	1	0.27%	Reduced
895	AC Alexandria Capital Arlington, Virginia	$293K	$0	3	0.13%	Maintained
896	Dynamic Advisor Solutions Phoenix, Arizona	$293K	+$267K	1	0.22%	New
897	Truist Financial Charlotte, North Carolina	$290K	-$7.83K	1	0.01%	Reduced
898	Eagle Global Advisors Houston, Texas	$288K	$0	1	0.01%	Maintained
899	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$286K	$0	1	0.03%	Maintained
900	SRC Shufro Rose & Co New York	$285K	$0	1	0.03%	Maintained