← 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
951	SAS Spectrum Advisory Services Atlanta, Georgia	$205K	+$33K	1	0.07%	Increased
952	HCM Highlander Capital Management Short Hills, New Jersey	$204K	+$12.4K	3	0.19%	Increased
953	WPC White Pine Capital Bloomington, Minnesota	$195K	+$214K	1	0.07%	New
954	Bartlett & Co Cincinnati, Ohio	$191K	+$196K	1	0.01%	New
955	MAM Marquette Asset Management Minneapolis, Minnesota	$191K	-$214K	1	0.08%	Reduced
956	PL Parkwood LLC Cleveland, Ohio	$189K	+$200K	1	0.04%	New
957	Shinko Asset Management Company Tokyo, Japan	$187K	+$33.9K	5	0%	Increased
958	ATC Argent Trust Company Ruston, Louisiana	$184K	$0	1	0.07%	Maintained
959	RI Redwood Investments Boston, Massachusetts	$184K	+$193K	1	0.02%	New
960	WTB Washington Trust Bank Spokane, Washington	$175K	+$22.9K	3	0.05%	Increased
961	CFA Carroll Financial Associates Charlotte, North Carolina	$174K	+$66.9K	8	0.05%	Increased
962	PMFA Plante Moran Financial Advisors Southfield, Michigan	$174K	+$19	5	0.15%	Increased
963	Whittier Trust South Pasadena, California	$174K	+$4.91K	3	0.01%	Increased
964	Fuller & Thaler Asset Management San Mateo, California	$170K	$0	1	0.01%	Maintained
965	PTC Private Trust Company Cleveland, Ohio	$168K	-$2.47K	7	0.06%	Reduced
966	TMC Trellus Management Company Delray Beach, Florida	$166K	$0	1	0.14%	Maintained
967	SEC Seven Eight Capital New York	$166K	-$517K	2	0.13%	Reduced
968	WRM Westport Resources Management Westport, Connecticut	$161K	+$94K	4	0.04%	Increased
969	Davenport & Co Richmond, Virginia	$160K	$0	1	0%	Maintained
970	OC Oppenheimer & Close New York	$154K	$0	1	0.13%	Maintained
971	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$150K	-$166K	1	0.05%	Reduced
972	GIS Guardian Investor Services New York	$139K	+$473	3	0.11%	Increased
973	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$138K	$0	4	0%	Maintained
974	SC SRB Corp Boston, Massachusetts	$128K	+$137K	1	0.02%	New
975	DSC Duncker Streett & Co St. Louis, Missouri	$126K	$0	1	0.04%	Maintained