← 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	SignatureFD Atlanta, Georgia	$357K	-$66.3K	1	0.06%	Reduced
977	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$357K	+$341K	1	0.32%	New
978	AWA Arete Wealth Advisors Chicago, Illinois	$356K	$0	1	0.16%	Maintained
979	FA Fagan Associates Troy, New York	$354K	-$127K	1	0.2%	Reduced
980	FIG Fortress Investment Group New York	$352K	$0	1	0.01%	Maintained
981	BOTW Bank of the West Monterey Park, California	$341K	+$352K	1	0.05%	New
982	AT Argent Trust San Antonio, Texas	$339K	+$14.9K	1	0.1%	Increased
983	PPCM Pillar Pacific Capital Management Pacifica, California	$339K	$0	1	0.05%	Maintained
984	ECM Everence Capital Management Goshen, Indiana	$334K	+$349K	1	0.1%	New
985	Smithfield Trust Pittsburgh, Pennsylvania	$333K	-$37.8K	2	0.06%	Reduced
986	FDS First Dallas Securities Dallas, Texas	$330K	-$35.9K	1	0.23%	Reduced
987	Waratah Capital Advisors Toronto, Ontario, Canada	$330K	-$912K	1	0.05%	Reduced
988	SC SRB Corp Boston, Massachusetts	$329K	+$68.8K	2	0.05%	Increased
989	CBU CIBC Bank USA Chicago, Illinois	$327K	-$548K	1	0.05%	Reduced
990	TSS Two Sigma Securities New York	$327K	-$1.43M	1	0.11%	Reduced
991	OA Oxbow Advisors Austin, Texas	$324K	-$26.7K	1	0.04%	Reduced
992	PAM Private Asset Management San Diego, California	$324K	-$13.3K	1	0.05%	Reduced
993	SCM SG Capital Management Chicago, Illinois	$321K	-$15.4M	1	0.05%	Reduced
994	ZIG Zuckerman Investment Group Chicago, Illinois	$317K	$0	1	0.08%	Maintained
995	NCIM New Century Investment Management Southfield, Michigan	$316K	-$635K	1	0.45%	Reduced
996	OC Oakworth Capital Birmingham, Alabama	$311K	$0	2	0.1%	Maintained
997	BWM BigSur Wealth Management Miami, Florida	$310K	+$296K	1	0.41%	New
998	KMC Kirr Marbach & Co Columbus, Indiana	$309K	-$14.7K	1	0.06%	Reduced
999	PG Patten Group Chattanooga, Tennessee	$305K	-$200K	3	0.14%	Reduced
1000	Buckingham Strategic Wealth Clayton, Missouri	$297K	$0	1	0.1%	Maintained