← 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	HPBT High Point Bank & Trust High Point, North Carolina	$102K	$0	2	0.03%	Maintained
1002	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$101K	-$158K	1	0.02%	Reduced
1003	FMA FNY Managed Accounts New York	$99.2K	-$57.9K	1	0.37%	Reduced
1004	FineMark National Bank & Trust Fort Myers, Florida	$99K	+$11.5K	4	0.02%	Increased
1005	VNB Valley National Bancorp New York	$97K	$0	1	0.11%	Maintained
1006	WA WealthTrust-Arizona Scottsdale, Arizona	$97K	+$7.86K	7	0.1%	Increased
1007	CFA Capstone Financial Advisors Downers Grove, Illinois	$94K	+$42.5K	1	0.07%	Increased
1008	CS Credential Securities Vancouver,	$93.7K	+$8.76K	2	0.06%	Increased
1009	DAM Delta Asset Management Memphis, Tennessee	$91K	$0	2	0.02%	Maintained
1010	1919 Investment Counsel Baltimore, Maryland	$87K	+$4.43K	2	0%	Increased
1011	MAM Mizuho Asset Management Tokyo, Japan	$87K	+$67K	4	0.02%	Increased
1012	CPA Cowen Prime Advisors New York	$85K	$0	3	0.03%	Maintained
1013	WRM Westport Resources Management Westport, Connecticut	$85K	+$19.5K	4	0.02%	Increased
1014	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$84K	$0	1	0.05%	Maintained
1015	Mairs & Power Inc St Paul, Minnesota	$80K	$0	1	0%	Maintained
1016	QAM QCI Asset Management Pittsford, New York	$80K	-$3.35K	3	0.01%	Reduced
1017	RCM Rotella Capital Management Bellevue, Washington	$79K	+$74.1K	1	0.07%	New
1018	Wealthfront Palo Alto, California	$79K	+$26.6K	3	0.01%	Increased
1019	FIM Freedom Investment Management Hartford, Connecticut	$74K	+$574	1	0.01%	Increased
1020	CA CapWealth Advisors Franklin, Tennessee	$71K	-$136K	1	0.02%	Reduced
1021	Smithfield Trust Pittsburgh, Pennsylvania	$71K	$0	1	0.01%	Maintained
1022	BAM Brave Asset Management Summit, New Jersey	$66K	-$36.1K	5	0.05%	Reduced
1023	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$63K	-$2.28M	6	0.05%	Reduced
1024	NIM NuWave Investment Management Parsippany, New Jersey	$62K	+$34.8K	1	0.16%	Increased
1025	SGC South Georgia Capital Naperville, Illinois	$61K	+$5.85K	2	0.07%	Increased