← 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	Geneos Wealth Management Englewood, Colorado	$1.2M	-$543K	10	0.07%	Reduced
952	NSIM North Star Investment Management Chicago, Illinois	$1.2M	-$6K	1	0.14%	Reduced
953	PAM Paradigm Asset Management New York	$1.19M	+$1.24M	3	0.34%	Increased
954	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.18M	$0	1	1.31%	Maintained
955	ECM EII Capital Management New York	$1.18M	+$223K	1	0.63%	Increased
956	NFG Next Financial Group Houston, Texas	$1.18M	+$761K	13	0.13%	Increased
957	Ossiam Paris, France	$1.17M	+$1.17M	4	0.09%	New
958	CX Institutional Auburn, Indiana	$1.17M	+$1.14M	5	0.19%	Increased
959	AP Appleton Partners Boston, Massachusetts	$1.17M	+$481K	1	0.14%	Increased
960	PCM Parsons Capital Management Providence, Rhode Island	$1.17M	-$6.2K	2	0.13%	Reduced
961	Horizon Investments Charlotte, North Carolina	$1.16M	+$941K	3	0.03%	Increased
962	MGO One Seven Beachwood, Ohio	$1.14M	-$76.5K	3	0.37%	Reduced
963	MC Menta Capital San Francisco, California	$1.14M	-$98.8K	2	0.48%	Reduced
964	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.14M	+$11.8K	1	1.04%	Increased
965	LWM Lyell Wealth Management Menlo Park, California	$1.13M	+$168K	2	0.34%	Increased
966	Algert Global San Francisco, California	$1.13M	-$8.01K	3	0.42%	Reduced
967	Cannell & Spears New York	$1.13M	+$553K	4	0.13%	Increased
968	PGIM Pacific Global Investment Management Glendale, California	$1.12M	-$21.6K	2	0.26%	Reduced
969	Koshinski Asset Management Decatur, Illinois	$1.1M	+$344K	2	0.45%	Increased
970	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.09M	-$531K	1	0.07%	Reduced
971	ACM Ativo Capital Management Chicago, Illinois	$1.06M	-$241K	1	0.48%	Reduced
972	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.05M	$0	1	0.21%	Maintained
973	CAM Cubic Asset Management Boston, Massachusetts	$1.04M	-$2.72M	3	0.31%	Reduced
974	Level Four Advisory Services Dallas, Texas	$1.03M	-$13.7K	1	0.1%	Reduced
975	MCF Advisors Covington, Kentucky	$1.03M	-$14.8K	6	0.17%	Reduced