← 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	FIM Fruth Investment Management Houston, Texas	$206K	+$5.65K	1	0.09%	Increased
1002	LS Lupo Securities Chicago, Illinois	$204K	+$195K	3	0.1%	New
1003	HCM Highlander Capital Management Short Hills, New Jersey	$204K	-$3.13K	3	0.18%	Reduced
1004	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$201K	+$196K	12	0%	New
1005	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$195K	+$34K	4	0%	Increased
1006	Whittier Trust South Pasadena, California	$195K	$0	3	0.01%	Maintained
1007	Fuller & Thaler Asset Management San Mateo, California	$191K	$0	1	0.01%	Maintained
1008	Wealthfront Palo Alto, California	$189K	+$46.5K	5	0.01%	Increased
1009	PMFA Plante Moran Financial Advisors Southfield, Michigan	$187K	-$8.96K	4	0.14%	Reduced
1010	OC Oppenheimer & Close New York	$182K	+$56.8K	1	0.15%	Increased
1011	SSG Summit Securities Group New York	$182K	+$170K	1	0.05%	New
1012	Shinko Asset Management Company Tokyo, Japan	$176K	-$29.5K	5	0%	Reduced
1013	SignatureFD Atlanta, Georgia	$170K	+$55.9K	3	0.04%	Increased
1014	Davenport & Co Richmond, Virginia	$169K	-$8.04K	1	0%	Reduced
1015	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$168K	+$159K	1	0.06%	New
1016	DI Diligent Investors Redlands, California	$165K	+$171K	1	0.17%	New
1017	GIS Guardian Investor Services New York	$163K	-$4.76K	3	0.13%	Reduced
1018	Bartlett & Co Cincinnati, Ohio	$157K	-$9.76K	1	0.01%	Reduced
1019	TCM Tran Capital Management San Rafael, California	$154K	+$164K	1	0%	New
1020	RI Redwood Investments Boston, Massachusetts	$151K	+$2.31K	1	0.02%	Increased
1021	MAM Mizuho Asset Management Tokyo, Japan	$149K	+$55.5K	4	0.05%	Increased
1022	SC SRB Corp Boston, Massachusetts	$146K	-$9.24K	1	0.02%	Reduced
1023	ED Exane Derivatives Paris, France	$145K	+$136K	7	0.02%	New
1024	TMC Trellus Management Company Delray Beach, Florida	$143K	+$53.5K	1	0.21%	Increased
1025	MCM Manchester Capital Management Manchester, Vermont	$136K	$0	4	0.02%	Maintained