← 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
926	AP Advisor Partners Walnut Creek, California	$899K	+$22.4K	3	0.18%	Increased
927	BOH Bank of Hawaii Honolulu, Hawaii	$884K	+$335K	1	0.07%	Increased
928	Oberweis Asset Management Lisle, Illinois	$884K	-$199K	1	0.25%	Reduced
929	Parallel Advisors San Francisco, California	$884K	+$114K	9	0.15%	Increased
930	ACM Argyle Capital Management Center Valley, Pennsylvania	$872K	$0	1	0.34%	Maintained
931	SCM SG Capital Management Chicago, Illinois	$870K	+$786K	1	0.09%	New
932	SWA Sutton Wealth Advisors Tampa, Florida	$868K	-$46.1K	9	0.66%	Reduced
933	HVIA Hudson Valley Investment Advisors Goshen, New York	$864K	+$12.1K	1	0.22%	Increased
934	AIM Allen Investment Management New York	$860K	-$1.14M	2	0.04%	Reduced
935	SW SVB Wealth Boston, Massachusetts	$858K	-$17.9K	2	0.03%	Reduced
936	Valeo Financial Advisors Carmel, Indiana	$854K	+$832K	9	0.19%	New
937	AC Alexandria Capital Arlington, Virginia	$850K	$0	2	0.21%	Maintained
938	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$850K	+$168K	3	0.15%	Increased
939	HAM Highstreet Asset Management London, Ontario, Canada	$846K	-$135K	2	0.08%	Reduced
940	NA Navellier & Associates Reno, Nevada	$840K	+$6.93K	3	0.16%	Increased
941	HIH HRS Investment Holdings New York	$836K	$0	1	0.51%	Maintained
942	ACP Aviance Capital Partners Naples, Florida	$828K	+$78.4K	1	0.28%	Increased
943	Banque Pictet & Cie Geneva 73, Switzerland	$828K	-$26.8K	1	0.02%	Reduced
944	Sit Investment Associates Minneapolis, Minnesota	$822K	-$35.2K	2	0.02%	Reduced
945	Level Four Advisory Services Dallas, Texas	$816K	+$326K	1	0.07%	Increased
946	BA Bard Associates Chicago, Illinois	$813K	$0	1	0.38%	Maintained
947	CB Chemical Bank Detroit, Michigan	$806K	+$736K	1	0.09%	New
948	PFT Providence First Trust Scottsdale, Arizona	$795K	+$343K	1	0.68%	Increased
949	PHK Point72 Hong Kong Hong Kong	$792K	+$627K	9	0.56%	Increased
950	BA Birinyi Associates Westport, Connecticut	$785K	-$389K	1	0.37%	Reduced