← 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
1001	SC SMA Capital New York	$3.88M	+$142K	1	1.63%	Increased
1002	ACA Atlas Capital Advisors Jackson, Wyoming	$3.88M	+$315K	6	0.42%	Increased
1003	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.87M	+$1.06M	1	1.91%	Increased
1004	SCM Sandler Capital Management New York	$3.85M	+$290K	2	1.91%	Increased
1005	Employees Retirement System of Texas Austin, Texas	$3.84M	+$3.39M	1	0.03%	Increased
1006	Parallel Advisors San Francisco, California	$3.84M	+$374K	27	0.06%	Increased
1007	WGS Washington Growth Strategies Washington, District of Columbia	$3.83M	$0	1	2.13%	Maintained
1008	KCM Kendall Capital Management Rockville, Maryland	$3.83M	-$469K	3	0.64%	Reduced
1009	IA IFC Advisors Los Angeles, California	$3.8M	+$28K	1	0.48%	Increased
1010	FAM Forte Asset Management Bedford, New York	$3.79M	+$419K	1	1.55%	Increased
1011	SIA Soltis Investment Advisors St. George, Utah	$3.77M	+$888K	4	0.21%	Increased
1012	SIC Sage Investment Counsel Franklin, Tennessee	$3.76M	+$176K	3	3.76%	Increased
1013	CIC Cutler Investment Counsel Jacksonville, Oregon	$3.75M	-$30.2K	1	0.35%	Reduced
1014	PA Paralel Advisors Denver, Colorado	$3.74M	+$1.19M	2	0.14%	Increased
1015	Axxcess Wealth Management Carlsbad, California	$3.74M	+$2.7M	5	0.06%	Increased
1016	MW Merited Wealth North Bay Village, Florida	$3.72M	-$25.7K	2	2.63%	Reduced
1017	TCA Transcend Capital Advisors Madison, New Jersey	$3.72M	-$217K	6	0.25%	Reduced
1018	CBT Central Bank & Trust Lexington, Kentucky	$3.71M	-$26.1K	1	0.53%	Reduced
1019	Cookson Peirce & Co Pittsburgh, Pennsylvania	$3.69M	-$24.7M	3	0.12%	Reduced
1020	Caisse Des Depots Et Consignations Paris, France	$3.69M	-$452K	3	0.06%	Reduced
1021	VCM Versant Capital Management Phoenix, Arizona	$3.69M	+$232K	23	0.33%	Increased
1022	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$3.69M	+$44.5K	4	0.04%	Increased
1023	SSG Summit Securities Group New York	$3.68M	+$3.12M	7	0.35%	Increased
1024	EIP Ellis Investment Partners Berwyn, Pennsylvania	$3.68M	-$787	2	0.56%	Reduced
1025	RAM Riggs Asset Management Dallas, Pennsylvania	$3.67M	+$3.17M	1	0.66%	New