← 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
901	HM Payson & Co Portland, Maine	$332K	-$15.1K	1	0.02%	Reduced
902	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$328K	+$146K	2	0.1%	Increased
903	AWA Arete Wealth Advisors Chicago, Illinois	$327K	+$90.5K	2	0.25%	Increased
904	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$323K	-$399K	1	0.05%	Reduced
905	OAM Orinda Asset Management Lafayette, California	$322K	-$385K	2	0.62%	Reduced
906	MSI Financial Services Springfield, Massachusetts	$316K	-$723K	12	0.04%	Reduced
907	RHBC R.H. Bluestein & Co Birmingham, Michigan	$316K	-$24.9M	1	0.02%	Reduced
908	SRC Shufro Rose & Co New York	$314K	$0	1	0.03%	Maintained
909	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$313K	-$33.4K	1	0.03%	Reduced
910	BEAM Baker Ellis Asset Management Vancouver, Washington	$308K	+$888	1	0.1%	Increased
911	Perkins Investment Management Chicago, Illinois	$303K	+$24.6K	1	0%	Increased
912	VFS VSR Financial Services Overland Park, Kansas	$302K	+$19	1	0.04%	Increased
913	MAM Majedie Asset Management London, United Kingdom	$301K	+$292K	1	0.07%	New
914	QS Investors New York	$301K	+$284K	3	0.01%	New
915	NPC National Planning Corporation El Segundo, California	$298K	-$69.3K	1	0.02%	Reduced
916	MUFG Securities EMEA London, United Kingdom	$295K	+$177K	1	0.03%	Increased
917	Dynamic Advisor Solutions Phoenix, Arizona	$293K	-$239	1	0.18%	Reduced
918	SM Sabby Management Miami Beach, Florida	$290K	+$298K	1	0.01%	New
919	RIM Ranger Investment Management Dallas, Texas	$288K	-$26M	1	0.01%	Reduced
920	MCM Murphy Capital Management Bedminster, New Jersey	$284K	-$1.95M	1	0.05%	Reduced
921	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$282K	+$179K	11	0.07%	Increased
922	FGA Flood Gamble Associates New York	$281K	$0	1	0.13%	Maintained
923	AAM Azzad Asset Management Falls Church, Virginia	$278K	+$18.4K	1	0.17%	Increased
924	Fayez Sarofim & Co Houston, Texas	$275K	$0	1	0%	Maintained
925	HCM Hilton Capital Management Garden City, New York	$263K	$0	1	0.09%	Maintained