← 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	COI Connable Office Inc Kalamazoo, Michigan	$224K	+$1.36K	1	0.06%	Increased
1002	SCA Salient Capital Advisors Houston, Texas	$219K	+$215K	1	0%	New
1003	SIM SSI Investment Management Los Angeles, California	$218K	-$57.3K	1	0.02%	Reduced
1004	TC TradeLink Capital Chicago, Illinois	$217K	$0	1	0.32%	Maintained
1005	SIM Strategic Investment Management Arlington, Virginia	$216K	+$208K	1	0.14%	New
1006	South Texas Money Management San Antonio, Texas	$215K	$0	1	0.01%	Maintained
1007	BC Banced Corp Edwardsville, Illinois	$214K	+$216K	1	0.29%	New
1008	BO BRR OpCo Columbus, Ohio	$213K	$0	1	0.09%	Maintained
1009	AIM Ada Investment Management New York	$211K	+$194K	1	0.26%	New
1010	Highbridge Capital Management New York	$211K	-$1.75M	1	0%	Reduced
1011	NV Nair Vinay	$211K	-$1.42M	1	0.26%	Reduced
1012	SCM Stevens Capital Management Radnor, Pennsylvania	$211K	-$3.75M	1	0.01%	Reduced
1013	WPC White Pine Capital Bloomington, Minnesota	$210K	-$20K	1	0.09%	Reduced
1014	Carnegie Investment Counsel Pepper Pike, Ohio	$209K	$0	1	0.04%	Maintained
1015	AFG Albion Financial Group Salt Lake City, Utah	$207K	-$2.54K	1	0.03%	Reduced
1016	HCM Highlander Capital Management Short Hills, New Jersey	$207K	+$16.8K	3	0.19%	Increased
1017	HCM Hollencrest Capital Management Newport Beach, California	$203K	+$199K	1	0.03%	New
1018	PCC Park Circle Company Baltimore, Maryland	$202K	$0	1	0.12%	Maintained
1019	AAM Azzad Asset Management Falls Church, Virginia	$200K	-$262K	1	0.1%	Reduced
1020	Whittier Trust South Pasadena, California	$197K	-$41K	3	0.01%	Reduced
1021	SCA Strategic Capital Alternatives Gig Harbor, United States	$181K	$0	2	0.04%	Maintained
1022	NIC Northwest Investment Counselors Lake Oswego, Oregon	$175K	+$5.67K	1	0.11%	Increased
1023	IC Intersect Capital San Ramon, California	$174K	-$67K	1	0.15%	Reduced
1024	Bartlett & Co Cincinnati, Ohio	$173K	$0	1	0.01%	Maintained
1025	PMFA Plante Moran Financial Advisors Southfield, Michigan	$173K	$0	4	0.12%	Maintained