← 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	YMRC Yorktown Management & Research Company Forest, Virginia	$346K	+$323K	1	0.07%	New
952	TSS Two Sigma Securities New York	$343K	+$61.7K	2	0.44%	Increased
953	WSCM Wellington Shields Capital Management New York	$339K	$0	1	0.06%	Maintained
954	WRM Westport Resources Management Westport, Connecticut	$338K	-$29K	2	0.11%	Reduced
955	DP Dearborn Partners Chicago, Illinois	$335K	-$2.89M	1	0.03%	Reduced
956	PAS Partnervest Advisory Services Santa Barbara, California	$333K	+$272K	1	0.17%	New
957	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$331K	-$466K	4	0%	Reduced
958	AAM Azzad Asset Management Falls Church, Virginia	$328K	+$38.8K	1	0.14%	Increased
959	HBWM Hollow Brook Wealth Management Katonah, New York	$327K	+$28K	1	0.2%	Increased
960	FIG Fortress Investment Group New York	$326K	$0	1	0.01%	Maintained
961	SCM Symons Capital Management Pittsburgh, Pennsylvania	$321K	-$4.32K	1	0.08%	Reduced
962	CD Carl Domino West Palm Beach, Florida	$317K	$0	1	0.29%	Maintained
963	PHK Point72 Hong Kong Hong Kong	$316K	-$93.9K	3	0.62%	Reduced
964	ACM Argentus Capital Management Dallas, Texas	$304K	-$4.5M	2	0.11%	Reduced
965	Tocqueville Asset Management New York	$302K	$0	1	0%	Maintained
966	IC Intersect Capital San Ramon, California	$300K	+$123K	1	0.19%	Increased
967	Conning Inc Hartford, Connecticut	$298K	+$74.5K	1	0.01%	Increased
968	ZIG Zuckerman Investment Group Chicago, Illinois	$294K	$0	1	0.08%	Maintained
969	ZWJ Investment Counsel Atlanta, Georgia	$290K	+$259K	1	0.03%	New
970	WI WBI Investments Red Bank, New Jersey	$289K	-$5.77M	1	0.01%	Reduced
971	TCM Telos Capital Management San Diego, California	$287K	+$70.3K	1	0.15%	Increased
972	MIP Marietta Investment Partners Milwaukee, Wisconsin	$284K	-$76.5K	1	0.12%	Reduced
973	SAS Spectrum Advisory Services Atlanta, Georgia	$284K	$0	1	0.11%	Maintained
974	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$283K	+$10.3K	1	0.07%	Increased
975	ID Integral Derivatives New York	$282K	+$257K	1	0.01%	New