← 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	CCA Checchi Capital Advisers Beverly Hills, California	$448K	+$60K	9	0.05%	Increased
952	VanEck Associates New York	$441K	+$433K	1	0%	New
953	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$439K	$0	1	0.08%	Maintained
954	OAMG Odey Asset Management Group London, United Kingdom	$439K	-$11.4M	1	0.04%	Reduced
955	QAM Quantres Asset Management Cayman, Cayman Islands	$438K	+$437K	1	0.27%	New
956	FIB First Interstate Bank Billings, Montana	$437K	$0	3	0.09%	Maintained
957	BA Bard Associates Chicago, Illinois	$431K	-$14.1K	1	0.23%	Reduced
958	Smithfield Trust Pittsburgh, Pennsylvania	$431K	+$11.1K	3	0.08%	Increased
959	Douglass Winthrop Advisors New York	$423K	-$18.2K	1	0.03%	Reduced
960	Hillsdale Investment Management Toronto, Ontario, Canada	$422K	-$370K	1	0.12%	Reduced
961	AT Arden Trust Wilmington, Delaware	$417K	+$139K	1	0.03%	Increased
962	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$416K	-$17.9K	1	0.3%	Reduced
963	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$415K	$0	1	0.04%	Maintained
964	CI Chartist Inc Seal Beach, California	$408K	+$397K	2	0.22%	New
965	SignatureFD Atlanta, Georgia	$398K	+$332K	7	0.06%	Increased
966	FBFS First Business Financial Services Madison, Wisconsin	$397K	+$385K	1	0.1%	New
967	NCA NCM Capital Advisers Durham, North Carolina	$395K	$0	1	1.13%	Maintained
968	MAM Mizuho Asset Management Tokyo, Japan	$393K	+$196K	4	0.07%	Increased
969	RHBC R.H. Bluestein & Co Birmingham, Michigan	$390K	+$92.7K	1	0.03%	Increased
970	PM Parametrica Management Wanchai, Hong Kong	$387K	-$22K	1	0.58%	Reduced
971	VF Virtu Financial New York	$378K	-$3.71M	1	0.05%	Reduced
972	DP Dearborn Partners Chicago, Illinois	$377K	+$50.8K	1	0.03%	Increased
973	CBB Citizens Business Bank Ontario, California	$374K	-$120K	1	0.07%	Reduced
974	AAM Azzad Asset Management Falls Church, Virginia	$367K	+$37.3K	1	0.16%	Increased
975	TCM Telos Capital Management San Diego, California	$365K	-$4.13K	1	0.18%	Reduced