← 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	Central Trust Company Jefferson City, Missouri	$306K	-$4K	3	0.02%	Reduced
952	FP Foundry Partners Minneapolis, Minnesota	$305K	-$34.8K	1	0.03%	Reduced
953	GCA Gideon Capital Advisors New York	$304K	-$3.22M	1	0.14%	Reduced
954	KAM Kazazian Asset Management Fort Lauderdale, Florida	$296K	+$280K	1	0.26%	New
955	DG Davidson & Garrard Lynchburg, Virginia	$293K	-$121K	1	0.07%	Reduced
956	Graham Capital Management Rowayton, Connecticut	$291K	-$14.7M	1	0.01%	Reduced
957	FA FDx Advisors Chicago, Illinois	$289K	-$240K	1	0.02%	Reduced
958	Sigma Planning Corp Ann Arbor, Michigan	$289K	+$273K	1	0.04%	New
959	VFS VSR Financial Services Overland Park, Kansas	$287K	-$19.9K	1	0.03%	Reduced
960	RIM Ranger Investment Management Dallas, Texas	$286K	-$11K	1	0.01%	Reduced
961	SCA Secor Capital Advisors New York	$277K	+$281K	1	0.12%	New
962	Evercore Wealth Management New York	$276K	-$23.4K	4	0.01%	Reduced
963	FAB First American Bank Dundee, Illinois	$276K	-$8.76M	1	0.03%	Reduced
964	WRM Westport Resources Management Westport, Connecticut	$276K	+$95.4K	5	0.07%	Increased
965	TC TradeLink Capital Chicago, Illinois	$274K	-$142K	1	0.36%	Reduced
966	ACM Aviance Capital Management Sarasota, Florida	$273K	-$44.1K	1	0.01%	Reduced
967	SIM Spark Investment Management New York	$271K	-$201K	1	0.05%	Reduced
968	CD Carl Domino West Palm Beach, Florida	$266K	$0	1	0.14%	Maintained
969	EEG E.E. Geduld	$265K	-$242K	2	0.14%	Reduced
970	QC QCM Cayman Houston, Texas	$265K	-$260K	1	0.11%	Reduced
971	BFC Blue Fin Capital Warren, Rhode Island	$263K	$0	1	0.2%	Maintained
972	FGA Flood Gamble Associates New York	$259K	$0	1	0.11%	Maintained
973	Hillsdale Investment Management Toronto, Ontario, Canada	$255K	$0	1	0.07%	Maintained
974	Markel Group Glen Allen, Virginia	$254K	+$288K	1	0.01%	New
975	SAS Spectrum Advisory Services Atlanta, Georgia	$253K	$0	1	0.09%	Maintained