← 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	AE Wealth Management Topeka, Kansas	$564K	+$78.7K	2	0.07%	Increased
1002	NERM New England Research & Management Chicago, Illinois	$559K	-$995K	1	0.41%	Reduced
1003	CC ClearArc Capital Cincinnati, Ohio	$557K	+$6.05K	2	0.09%	Increased
1004	AAM Azzad Asset Management Falls Church, Virginia	$548K	-$3.46K	1	0.2%	Reduced
1005	Signature Estate & Investment Advisors Los Angeles, California	$548K	+$91.5K	1	0.07%	Increased
1006	SWA SFMG Wealth Advisors Plano, Texas	$546K	-$295K	1	0.11%	Reduced
1007	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$545K	-$160K	4	0.08%	Reduced
1008	QCMC Quantum Capital Management (California) San Francisco, California	$534K	+$51.4K	2	0.13%	Increased
1009	AIA AGF Investments America Toronto, Ontario, Canada	$533K	+$16.2K	1	0.21%	Increased
1010	FPF FNY Partners Fund New York	$533K	-$1.37M	3	0.13%	Reduced
1011	TI Turner Investments Berwyn, Pennsylvania	$532K	-$1.49M	1	0.35%	Reduced
1012	Old National Bancorp Evansville, Indiana	$530K	-$325K	1	0.03%	Reduced
1013	AAM AR Asset Management West Hollywood, California	$528K	$0	1	0.21%	Maintained
1014	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$528K	$0	1	0.14%	Maintained
1015	TCOV Trust Company of Vermont Brattleboro, Vermont	$521K	+$10.1K	2	0.05%	Increased
1016	Boothbay Fund Management New York	$516K	+$237K	2	0.11%	Increased
1017	First National Trust Hermitage, Pennsylvania	$516K	-$54.4K	1	0.06%	Reduced
1018	CBU CIBC Bank USA Chicago, Illinois	$515K	$0	1	0.07%	Maintained
1019	MCA Morris Capital Advisors Malvern, Pennsylvania	$513K	-$1.67K	1	0.36%	Reduced
1020	SCM Silver Capital Management New York	$513K	+$519K	1	2.05%	New
1021	CI Cavalier Investments Alpharetta, Georgia	$510K	+$187K	2	0.28%	Increased
1022	FWM Frontier Wealth Management Kansas City, Missouri	$507K	+$478K	2	0.08%	New
1023	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$503K	-$817K	1	0.05%	Reduced
1024	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$500K	+$480K	2	0.47%	New
1025	TIP Torray Investment Partners Bethesda, Maryland	$499K	+$22.5K	1	0.05%	Increased