← 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	FDS First Dallas Securities Dallas, Texas	$688K	-$220K	2	0.56%	Reduced
877	HF Hoxton Financial Shepherdstown, West Virginia	$677K	-$169K	3	0.33%	Reduced
878	QI Quotient Investors New York	$674K	+$168K	1	0.26%	Increased
879	PAM Paradigm Asset Management New York	$674K	-$1.55M	5	0.12%	Reduced
880	Wolverine Asset Management Chicago, Illinois	$669K	-$220K	6	0.01%	Reduced
881	Central Trust Company Jefferson City, Missouri	$663K	+$29.7K	4	0.05%	Increased
882	DBT Dubuque Bank & Trust Dubuque, Iowa	$657K	-$1.15K	2	0.14%	Reduced
883	CL CIM LLC Albany, New York	$649K	+$265K	2	0.32%	Increased
884	Smith Salley Wealth Management Greensboro, North Carolina	$649K	$0	1	0.16%	Maintained
885	SIM Spark Investment Management New York	$649K	+$12.3K	3	0.08%	Increased
886	Pacer Advisors Malvern, Pennsylvania	$646K	+$636K	6	0.15%	Increased
887	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$644K	-$14.5K	1	0.33%	Reduced
888	Cullen/Frost Bankers San Antonio, Texas	$644K	-$995K	2	0.02%	Reduced
889	Boothbay Fund Management New York	$639K	-$553K	2	0.28%	Reduced
890	KCM Keane Capital Management Charlotte, North Carolina	$639K	-$1.9M	1	6.73%	Reduced
891	GIA Gargoyle Investment Advisor Englewood, New Jersey	$638K	+$681K	1	0.26%	New
892	SCM Stonebridge Capital Management Los Angeles, California	$638K	+$247K	1	0.27%	Increased
893	MCP Moab Capital Partners Southampton, New York	$636K	+$785K	1	0.23%	New
894	Silvercrest Asset Management New York	$636K	-$101K	1	0.01%	Reduced
895	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$634K	+$13.1K	1	0.31%	Increased
896	PAM Private Asset Management San Diego, California	$630K	-$253K	1	0.11%	Reduced
897	AFP Ausdal Financial Partners Davenport, Iowa	$629K	+$657K	8	0.32%	New
898	Clifford Swan Investment Counsel Pasadena, California	$621K	-$70.9K	1	0.04%	Reduced
899	AWW Alan W. Weber	$619K	+$1.08K	1	0.5%	Increased
900	SW SVB Wealth Boston, Massachusetts	$618K	-$227K	1	0.02%	Reduced