← 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	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$295K	+$181K	1	0.02%	Increased
1002	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$294K	+$336K	1	0.06%	New
1003	UAS United Asset Strategies Garden City, New York	$294K	+$314K	1	0.14%	New
1004	FSA Financial Sense Advisors San Diego, California	$292K	+$27.4K	1	0.2%	Increased
1005	MIP Marietta Investment Partners Milwaukee, Wisconsin	$291K	+$291K	1	0.11%	New
1006	First National Trust Hermitage, Pennsylvania	$290K	$0	1	0.05%	Maintained
1007	BFC Blue Fin Capital Warren, Rhode Island	$287K	-$17.7K	1	0.22%	Reduced
1008	RHBC R.H. Bluestein & Co Birmingham, Michigan	$283K	$0	1	0.02%	Maintained
1009	FMA FNY Managed Accounts New York	$282K	+$279K	3	0.79%	Increased
1010	CCA Covey Capital Advisors Atlanta, Georgia	$278K	+$241K	1	0.16%	New
1011	SAS Spectrum Advisory Services Atlanta, Georgia	$276K	$0	1	0.11%	Maintained
1012	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$275K	+$314K	1	0.11%	New
1013	Eagle Global Advisors Houston, Texas	$275K	$0	1	0.01%	Maintained
1014	Verition Fund Management Greenwich, Connecticut	$274K	-$252K	1	0.07%	Reduced
1015	SAM Silphium Asset Management London, United Kingdom	$272K	-$13.1K	1	0.06%	Reduced
1016	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$271K	+$270K	1	0.07%	New
1017	ID Integral Derivatives New York	$270K	+$288K	1	0.01%	New
1018	SM Salzhauer Michael	$270K	$0	1	0.22%	Maintained
1019	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$264K	$0	5	0.24%	Maintained
1020	WTB Washington Trust Bank Spokane, Washington	$263K	$0	2	0.07%	Maintained
1021	Candriam SCA Strassen, Luxembourg, Luxembourg	$261K	+$51.4K	1	0.01%	Increased
1022	CC Coastland Capital Palo Alto, California	$261K	-$1.78M	1	0.01%	Reduced
1023	CMANY Capital Management Associates (New York) New York	$260K	+$278K	1	0.4%	New
1024	HVIA Hudson Valley Investment Advisors Goshen, New York	$254K	+$272K	1	0.08%	New
1025	O'Shaughnessy Asset Management Stamford, Connecticut	$253K	+$245K	2	0.01%	Increased