← 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	Raymond James Trust St. Petersburg, Florida	$630K	-$1.07K	2	0.05%	Reduced
977	MC Moors & Cabot Boston, Massachusetts	$629K	-$51.2K	1	0.1%	Reduced
978	FAM Fortaleza Asset Management Chicago, Illinois	$628K	+$52.4K	2	1.19%	Increased
979	Parallel Advisors San Francisco, California	$625K	+$282K	10	0.12%	Increased
980	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$621K	+$9.39K	2	0.11%	Increased
981	AFP Ausdal Financial Partners Davenport, Iowa	$618K	-$20.6K	2	0.26%	Reduced
982	CO Caldwell & Orkin Norcross, Georgia	$615K	-$1.95M	1	0.76%	Reduced
983	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$612K	$0	1	0.13%	Maintained
984	Global X Management Company New York	$604K	+$71.9K	4	0.02%	Increased
985	LIM Leavell Investment Management Mobile, Alabama	$603K	+$564K	1	0.08%	New
986	BCM Beck Capital Management Austin, Texas	$600K	+$29.6K	1	0.31%	Increased
987	CBT Capital Bank & Trust Irvine, California	$596K	+$567K	2	0.01%	New
988	Castleark Management Chicago, Illinois	$594K	+$565K	2	0.02%	New
989	Smith Salley Wealth Management Greensboro, North Carolina	$589K	$0	1	0.12%	Maintained
990	QAM Quantres Asset Management Cayman, Cayman Islands	$587K	+$569K	1	0.38%	New
991	River Road Asset Management Louisville, Kentucky	$586K	+$554K	1	0.01%	New
992	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$586K	-$61.8K	1	0.07%	Reduced
993	LCM Lucas Capital Management Red Bank, New Jersey	$582K	$0	1	0.42%	Maintained
994	BHA Beech Hill Advisors New York	$580K	$0	1	0.32%	Maintained
995	Mission Wealth Management Santa Barbara, California	$578K	$0	1	0.11%	Maintained
996	SOAMC Spirit of America Management Corp Syosset, New York	$578K	+$50.1K	2	0.06%	Increased
997	BOH Bank of Hawaii Honolulu, Hawaii	$577K	-$1.42K	1	0.05%	Reduced
998	VNA VNBTrust National Association Charlottesville, Virginia	$577K	-$1.55M	1	0.23%	Reduced
999	DP Dearborn Partners Chicago, Illinois	$575K	$0	1	0.04%	Maintained
1000	ZWJ Investment Counsel Atlanta, Georgia	$574K	$0	2	0.05%	Maintained