← 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	HF Hoxton Financial Shepherdstown, West Virginia	$620K	-$98.2K	2	0.26%	Reduced
902	OMERS Administration Corp Toronto, Ontario, Canada	$620K	-$729K	1	0.02%	Reduced
903	SC Scholtz & Company Stamford, Connecticut	$618K	+$602K	1	0.6%	New
904	WA WFG Advisors Dallas, Texas	$618K	-$392K	10	0.17%	Reduced
905	POA Pergamon Offshore Advisors New York	$611K	-$397K	2	0.59%	Reduced
906	MC Muhlenkamp & Co Wexford, Pennsylvania	$605K	-$15.2K	1	0.13%	Reduced
907	AWA Arete Wealth Advisors Chicago, Illinois	$603K	+$202K	2	0.39%	Increased
908	O'Shaughnessy Asset Management Stamford, Connecticut	$603K	-$1.94M	3	0.01%	Reduced
909	CHAM Clear Harbor Asset Management Stamford, Connecticut	$601K	$0	1	0.12%	Maintained
910	AMM American Money Management Rancho Santa Fe, California	$596K	-$2.37K	1	0.52%	Reduced
911	SAMC Spectrum Asset Management (California) Newport Beach, California	$594K	$0	1	0.52%	Maintained
912	MC Menta Capital San Francisco, California	$592K	-$415K	1	0.08%	Reduced
913	Simplex Trading Chicago, Illinois	$585K	-$753K	12	0.07%	Reduced
914	SRAM Stone Ridge Asset Management New York	$581K	-$235K	2	1.45%	Reduced
915	CWM Concert Wealth Management San Jose, California	$580K	+$379K	2	0.17%	Increased
916	SIA Stancorp Investment Advisers Portland, Oregon	$574K	-$260K	2	0.27%	Reduced
917	Tocqueville Asset Management New York	$570K	-$33.4K	2	0.01%	Reduced
918	ZIG Zuckerman Investment Group Chicago, Illinois	$570K	-$166K	1	0.12%	Reduced
919	LA Lucus Advisors New York	$566K	+$88.3K	1	0.29%	Increased
920	BW Bison Wealth Atlanta, Georgia	$563K	+$424K	2	0.34%	New
921	R.M. Davis Inc Portland, Maine	$560K	+$14.6K	1	0.03%	Increased
922	GWS Glassman Wealth Services Vienna, Virginia	$559K	-$76.6K	4	0.45%	Reduced
923	PAM PartnerRe Asset Management Greenwich, Connecticut	$554K	-$1.87K	3	0.09%	Reduced
924	SCM Stonebridge Capital Management Los Angeles, California	$552K	-$683K	1	0.22%	Reduced
925	BA Bard Associates Chicago, Illinois	$551K	-$4.51K	1	0.26%	Reduced