← 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
976	ACM Aviance Capital Management Sarasota, Florida	$377K	+$378K	1	0.01%	New
977	FWM Focused Wealth Management Newburgh, New York	$373K	+$352K	4	0.24%	Increased
978	PM Parametrica Management Wanchai, Hong Kong	$372K	+$424K	1	2.34%	New
979	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$370K	-$15.5K	5	0%	Reduced
980	AGA Accuvest Global Advisors Provo, Utah	$365K	+$334K	2	0.17%	Increased
981	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$364K	+$366K	1	0.11%	New
982	FIG Fortress Investment Group New York	$354K	$0	1	0.01%	Maintained
983	MAM Mizuho Asset Management Tokyo, Japan	$343K	+$97.5K	4	0.08%	Increased
984	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$339K	+$41.4K	1	0.06%	Increased
985	CBT Central Bank & Trust Lexington, Kentucky	$335K	-$237K	1	0.11%	Reduced
986	SCM Segantii Capital Management Hong Kong	$334K	+$329K	1	0.08%	New
987	FAB First American Bank Dundee, Illinois	$331K	+$17.4K	1	0.04%	Increased
988	MI Markston International White Plains, New York	$329K	-$66.4K	1	0.03%	Reduced
989	MP Manifold Partners San Francisco, California	$325K	+$351K	1	0.3%	New
990	Tocqueville Asset Management New York	$322K	-$202K	1	0%	Reduced
991	MC Muhlenkamp & Co Wexford, Pennsylvania	$313K	-$155K	1	0.09%	Reduced
992	SCM Symons Capital Management Pittsburgh, Pennsylvania	$312K	$0	1	0.08%	Maintained
993	CD Carl Domino West Palm Beach, Florida	$308K	$0	1	0.25%	Maintained
994	HM Payson & Co Portland, Maine	$308K	$0	1	0.02%	Maintained
995	BA Birinyi Associates Westport, Connecticut	$305K	+$299K	1	0.13%	New
996	PineBridge Investments New York	$303K	+$31.9K	3	0.01%	Increased
997	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$302K	-$12.8K	1	0.36%	Reduced
998	ECM Everence Capital Management Goshen, Indiana	$301K	$0	1	0.1%	Maintained
999	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$300K	+$196K	3	0.06%	Increased
1000	Magnetar Financial Evanston, Illinois	$300K	-$436K	1	0%	Reduced