← 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	BA Bard Associates Chicago, Illinois	$454K	-$34.3K	1	0.27%	Reduced
952	Douglass Winthrop Advisors New York	$451K	$0	1	0.03%	Maintained
953	PM Parametrica Management Wanchai, Hong Kong	$450K	+$89K	1	2.96%	Increased
954	FIB First Interstate Bank Billings, Montana	$446K	+$265K	3	0.09%	Increased
955	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$445K	-$13.6K	1	0.12%	Reduced
956	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$440K	$0	1	0.05%	Maintained
957	PHK Point72 Hong Kong Hong Kong	$439K	+$424K	3	1.46%	Increased
958	Hillsdale Investment Management Toronto, Ontario, Canada	$424K	+$231K	1	0.16%	Increased
959	NCA NCM Capital Advisers Durham, North Carolina	$423K	$0	1	1.2%	Maintained
960	GWS Glassman Wealth Services Vienna, Virginia	$421K	-$92K	3	0.38%	Reduced
961	SGH Schonfeld Group Holdings Jericho, New York	$415K	+$428K	1	0.26%	New
962	WPP Whalerock Point Partners Providence, Rhode Island	$414K	-$142K	1	0.18%	Reduced
963	TG TLP Group Evanston, Illinois	$411K	+$432K	2	0.33%	New
964	WRM Westport Resources Management Westport, Connecticut	$411K	-$21.4K	4	0.12%	Reduced
965	IFS Ifrah Financial Services Little Rock, Arkansas	$408K	-$1.1K	1	0.16%	Reduced
966	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$407K	+$9.3K	1	0.13%	Increased
967	FWM Focused Wealth Management Newburgh, New York	$403K	-$2.97K	3	0.23%	Reduced
968	AGA Accuvest Global Advisors Provo, Utah	$396K	$0	2	0.17%	Maintained
969	ZDA Zweig-DiMenna Associates New York	$394K	+$393K	1	0.02%	New
970	MIP Marietta Investment Partners Milwaukee, Wisconsin	$390K	+$71.2K	1	0.16%	Increased
971	EVC Eidelman Virant Capital Saint Louis, Missouri	$375K	+$384K	1	0.23%	New
972	MIS Morningstar Investment Services Chicago, Illinois	$375K	-$78.1K	1	0.01%	Reduced
973	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$374K	+$48.5K	1	0.06%	Increased
974	MAM Mizuho Asset Management Tokyo, Japan	$374K	+$23.9K	4	0.08%	Increased
975	AT Argent Trust San Antonio, Texas	$366K	+$375K	1	0.12%	New