← 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	C Cerebellum San Francisco, California	$820K	-$84.5K	5	1.31%	Reduced
1002	BCC Bridge City Capital Lake Oswego, Oregon	$816K	-$39.7K	1	0.51%	Reduced
1003	Benjamin F. Edwards & Company St. Louis, Missouri	$815K	+$96.4K	6	0.08%	Increased
1004	AIM Anchor Investment Management Columbia, South Carolina	$814K	-$30.4K	4	0.19%	Reduced
1005	FRM Fox Run Management Greenwich, Connecticut	$798K	-$962K	2	0.35%	Reduced
1006	HCP Holt Capital Partners Fort Worth, Texas	$795K	$0	2	0.22%	Maintained
1007	AT Arden Trust Wilmington, Delaware	$786K	-$7.58K	2	0.12%	Reduced
1008	FUBT First United Bank & Trust Oakland, Maryland	$784K	+$8.45K	1	0.49%	Increased
1009	SWA Sutton Wealth Advisors Tampa, Florida	$782K	+$156K	10	0.51%	Increased
1010	Wedbush Securities Los Angeles, California	$781K	+$171K	2	0.09%	Increased
1011	Bailard Foster City, California	$779K	-$203K	2	0.05%	Reduced
1012	AWM Avitas Wealth Management Los Angeles, California	$776K	+$66.5K	1	0.22%	Increased
1013	First Citizens Bank & Trust Raleigh, North Carolina	$776K	-$71.6K	2	0.09%	Reduced
1014	SGAM Steinberg Global Asset Management Boca Raton, Florida	$776K	-$762K	1	0.11%	Reduced
1015	LIM Leavell Investment Management Mobile, Alabama	$768K	+$41.8K	2	0.08%	Increased
1016	BWM BerganKDV Wealth Management Bloomington, Minnesota	$766K	+$773K	3	0.16%	Increased
1017	MHS M Holdings Securities Portland, Oregon	$766K	-$21.5K	2	0.2%	Reduced
1018	Simplicity Solutions Minneapolis, Minnesota	$760K	+$302K	3	0.04%	Increased
1019	Inspire Investing Meridian, Idaho	$755K	+$46.6K	2	0.47%	Increased
1020	ICM IMS Capital Management Portland, Oregon	$753K	+$173K	6	0.51%	Increased
1021	Atria Investments Charlotte, North Carolina	$746K	-$1.13M	3	0.03%	Reduced
1022	CS Comerica Securities Detroit, Michigan	$745K	-$824K	1	0.09%	Reduced
1023	First Pacific Advisors El Segundo, California	$742K	$0	1	0.01%	Maintained
1024	LFA Legacy Financial Advisors Covington, Kentucky	$740K	+$159K	5	0.27%	Increased
1025	DZ Bank Frankfurt Am Main, Germany	$735K	-$2.92M	3	0%	Reduced