← 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	AAM AR Asset Management West Hollywood, California	$560K	$0	1	0.23%	Maintained
877	PG Patten Group Chattanooga, Tennessee	$559K	+$522K	1	0.27%	New
878	LCM Lucas Capital Management Red Bank, New Jersey	$553K	-$13.3K	1	0.21%	Reduced
879	1GA 1st Global Advisors Dallas, Texas	$552K	-$110K	1	0.08%	Reduced
880	AWW Alan W. Weber	$545K	+$569K	1	0.47%	New
881	Engineers Gate Manager New York	$542K	+$507K	2	0.15%	New
882	DnB Asset Management Oslo, Norway	$541K	+$501K	2	0.01%	New
883	Driehaus Capital Management Chicago, Illinois	$530K	+$493K	1	0.02%	New
884	PC Pomelo Capital New York	$529K	$0	1	0.3%	Maintained
885	ICM Ionic Capital Management New York	$526K	+$498K	2	0.01%	New
886	NPC National Planning Corporation El Segundo, California	$521K	+$270K	9	0.04%	Increased
887	AMM American Money Management Rancho Santa Fe, California	$518K	-$165K	1	0.45%	Reduced
888	KS Karpas Strategies Litchfield, Connecticut	$517K	-$222K	1	0.25%	Reduced
889	FTC Farmers Trust Company Youngstown, Ohio	$512K	-$36.9K	1	0.17%	Reduced
890	FIM Freedom Investment Management Hartford, Connecticut	$507K	+$60.1K	2	0.07%	Increased
891	PAM PartnerRe Asset Management Greenwich, Connecticut	$502K	+$66.4K	3	0.08%	Increased
892	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$494K	-$1.4K	1	0.15%	Reduced
893	Rathbones Group Liverpool, United Kingdom	$490K	+$475K	1	0.03%	New
894	SIM SSI Investment Management Los Angeles, California	$488K	-$449K	1	0.05%	Reduced
895	AW Alpha Windward Westwood, Massachusetts	$481K	-$38.9K	1	0.32%	Reduced
896	CBB Citizens Business Bank Ontario, California	$481K	$0	1	0.09%	Maintained
897	CHAM Clear Harbor Asset Management Stamford, Connecticut	$477K	$0	1	0.1%	Maintained
898	CWM Concert Wealth Management San Jose, California	$476K	-$91.4M	1	0.04%	Reduced
899	R.M. Davis Inc Portland, Maine	$474K	-$245K	1	0.03%	Reduced
900	Zacks Investment Management Chicago, Illinois	$470K	-$898K	2	0.02%	Reduced