← 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
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$633K $0 1 0.04% Maintained
902
Central Trust Company
Central Trust Company
Missouri
$622K -$29.7K 4 0.05% Reduced
903
IIM
Ironwood Investment Management
Massachusetts
$614K -$238K 1 0.46% Reduced
904
HAM
Highstreet Asset Management
Ontario, Canada
$606K -$259K 1 0.21% Reduced
905
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$602K +$596K 2 0% New
906
QI
Quotient Investors
New York
$600K +$33K 1 0.28% Increased
907
CICI
Capital Investment Counsel Inc
North Carolina
$598K -$38K 1 0.31% Reduced
908
SCA
Secor Capital Advisors
New York
$595K +$586K 1 0.07% New
909
PineBridge Investments
PineBridge Investments
New York
$593K +$315K 6 0.03% Increased
910
Cannell & Spears
Cannell & Spears
New York
$589K -$24.4K 1 0.07% Reduced
911
BOH
Bank of Hawaii
Hawaii
$587K +$75.1K 1 0.06% Increased
912
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$585K +$152K 2 0.13% Increased
913
TI
Turner Investments
Pennsylvania
$575K +$499K 1 0.18% New
914
SWA
Sutton Wealth Advisors
Florida
$568K -$15.6K 8 0.54% Reduced
915
EMG
Ellington Management Group
Connecticut
$568K -$866K 2 0.79% Reduced
916
EHWM
Eads & Heald Wealth Management
Georgia
$554K +$179K 2 0.38% Increased
917
BHA
Beech Hill Advisors
New York
$546K $0 1 0.37% Maintained
918
SW
SVB Wealth
Massachusetts
$544K -$61.1K 1 0.02% Reduced
919
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$543K $0 4 0.09% Maintained
920
AMM
American Money Management
California
$538K -$1.4K 1 0.45% Reduced
921
MHS
M Holdings Securities
Oregon
$538K -$10.8K 2 0.28% Reduced
922
CNBT
Canandaigua National Bank & Trust
New York
$536K -$19.4K 1 0.15% Reduced
923
SAM
SignalPoint Asset Management
Missouri
$535K +$34.9K 1 0.22% Increased
924
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$534K $0 1 0.01% Maintained
925
BCMO
Buckingham Capital Management (Ohio)
Ohio
$528K +$60.4K 1 0.14% Increased