← 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	MAM Mizuho Asset Management Tokyo, Japan	$75K	$0	4	0.02%	Maintained
1002	Capital International Sarl Los Angeles, California	$74K	-$66.3K	1	0%	Reduced
1003	CFA Capstone Financial Advisors Downers Grove, Illinois	$74K	+$18.4K	1	0.05%	Increased
1004	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$74K	+$18.4K	1	0.04%	Increased
1005	AC AYM Capital New York	$73K	$0	1	0.05%	Maintained
1006	BT Beacon Trust Morristown, New Jersey	$73K	$0	1	0.01%	Maintained
1007	DAM Delta Asset Management Memphis, Tennessee	$71K	$0	2	0.01%	Maintained
1008	EWM Edge Wealth Management New York	$67K	+$76.3K	1	0.03%	New
1009	QAM QCI Asset Management Pittsford, New York	$67K	-$1K	2	0.01%	Reduced
1010	BAM Brave Asset Management Summit, New Jersey	$65K	+$5.28K	5	0.05%	Increased
1011	Smithfield Trust Pittsburgh, Pennsylvania	$65K	$0	1	0.01%	Maintained
1012	1919 Investment Counsel Baltimore, Maryland	$64K	-$10.6K	3	0%	Reduced
1013	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$64K	+$21.5K	2	0.18%	Increased
1014	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$60K	+$6.53K	6	0.05%	Increased
1015	ClearBridge Investments New York	$59K	-$28.5M	2	0%	Reduced
1016	CPA Cowen Prime Advisors New York	$59K	-$21K	2	0.03%	Reduced
1017	1SB 1ST Source Bank South Bend, Indiana	$57K	+$52.3K	1	0.01%	New
1018	TIM Tortoise Investment Management White Plains, New York	$53K	$0	2	0.02%	Maintained
1019	VIA Vantage Investment Advisors State College, Pennsylvania	$45K	$0	1	0.03%	Maintained
1020	First Horizon Advisors Memphis, Tennessee	$40K	$0	3	0.01%	Maintained
1021	GAM Gemmer Asset Management Walnut Creek, California	$40K	$0	9	0.03%	Maintained
1022	Wilmington Savings Fund Society Wilmington, Delaware	$40K	$0	1	0%	Maintained
1023	MassMutual Private Wealth & Trust Windsor, Connecticut	$39.8K	+$1.07K	2	0.01%	Increased
1024	Brown Brothers Harriman & Co New York	$35K	+$8.56K	2	0%	Increased
1025	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$35K	-$168K	1	0.02%	Reduced