← 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	NCIM New Century Investment Management Southfield, Michigan	$363K	-$59.3K	1	0.19%	Reduced
977	AT Argent Trust San Antonio, Texas	$356K	+$10.3K	1	0.11%	Increased
978	Cetera Advisor Networks El Segundo, California	$356K	-$34.2K	1	0.02%	Reduced
979	YMRC Yorktown Management & Research Company Forest, Virginia	$356K	$0	1	0.08%	Maintained
980	Guardian Capital (Canada) Toronto, Ontario, Canada	$355K	-$40.3K	1	0.01%	Reduced
981	C CFO4Life Coppell, Texas	$353K	+$342K	1	0.3%	New
982	FIG Fortress Investment Group New York	$352K	$0	1	0.01%	Maintained
983	BIG Bellwether Investment Group Chattanooga, Tennessee	$350K	+$296K	3	0.38%	New
984	BW Bison Wealth Atlanta, Georgia	$350K	$0	1	0.21%	Maintained
985	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$349K	-$228K	1	0.04%	Reduced
986	CC Colrain Capital Boston, Massachusetts	$346K	+$345K	1	0.07%	New
987	PAM Private Asset Management San Diego, California	$346K	-$58K	1	0.06%	Reduced
988	AIA AGF Investments America Toronto, Ontario, Canada	$345K	+$364K	1	0.16%	New
989	OA Oxbow Advisors Austin, Texas	$344K	-$2.41M	1	0.05%	Reduced
990	SCM Symons Capital Management Pittsburgh, Pennsylvania	$342K	+$140	1	0.08%	Increased
991	CD Carl Domino West Palm Beach, Florida	$331K	$0	1	0.31%	Maintained
992	ACP Aviance Capital Partners Naples, Florida	$328K	+$317K	1	0.12%	New
993	ID Integral Derivatives New York	$325K	+$30.5K	1	0.01%	Increased
994	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$325K	+$315K	3	0.23%	New
995	Conning Inc Hartford, Connecticut	$321K	+$9.77K	1	0.01%	Increased
996	IC Intersect Capital San Ramon, California	$319K	$0	1	0.19%	Maintained
997	ZIG Zuckerman Investment Group Chicago, Illinois	$317K	$0	1	0.08%	Maintained
998	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$310K	-$736K	1	0.02%	Reduced
999	JSAM J. Safra Asset Management New York	$310K	-$1.24M	2	0.51%	Reduced
1000	SC SRB Corp Boston, Massachusetts	$304K	+$137K	2	0.05%	Increased