← 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	XS XR Securities Chicago, Illinois	$846K	+$816K	1	0.11%	New
1002	MCM Mork Capital Management Healdsburg, California	$844K	$0	1	0.78%	Maintained
1003	CCP Cyrus Capital Partners New York	$839K	+$875K	1	0.1%	New
1004	Meiji Yasuda Life Insurance Tokyo, Japan	$837K	-$744K	1	0.13%	Reduced
1005	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$828K	+$783K	1	0.07%	New
1006	BO BRR OpCo Columbus, Ohio	$825K	+$249K	2	0.14%	Increased
1007	VLC Van Leeuwen & Company Princeton, New Jersey	$820K	+$781K	1	0.77%	New
1008	RWM RKL Wealth Management Lancaster, Pennsylvania	$818K	-$76.8K	1	0.16%	Reduced
1009	Brookstone Capital Management Wheaton, Illinois	$813K	+$447K	2	0.05%	Increased
1010	AWW Alan W. Weber	$813K	$0	1	0.35%	Maintained
1011	BOH Bank of Hawaii Honolulu, Hawaii	$808K	+$3.42K	1	0.06%	Increased
1012	ECM Everence Capital Management Goshen, Indiana	$787K	+$358K	2	0.14%	Increased
1013	HAM Highstreet Asset Management London, Ontario, Canada	$786K	-$442K	1	0.05%	Reduced
1014	BPCA Bank Pictet & Cie (Asia) Singapore	$783K	$0	1	0.37%	Maintained
1015	Carnegie Investment Counsel Pepper Pike, Ohio	$771K	+$741K	1	0.05%	New
1016	IFWM Institute for Wealth Management Denver, Colorado	$769K	+$739K	2	0.17%	New
1017	LIM Leavell Investment Management Mobile, Alabama	$765K	-$39.9K	2	0.09%	Reduced
1018	Cullen/Frost Bankers San Antonio, Texas	$763K	+$345K	8	0.02%	Increased
1019	BPIM Brant Point Investment Management New York	$758K	+$731K	1	0.1%	New
1020	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$752K	-$121K	2	0.34%	Reduced
1021	Anchor Capital Advisors Boston, Massachusetts	$749K	-$1.63M	1	0.02%	Reduced
1022	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$743K	-$18M	3	0%	Reduced
1023	CFGS Concourse Financial Group Securities Birmingham, Alabama	$742K	+$30.6K	14	0.08%	Increased
1024	SWA Sutton Wealth Advisors Tampa, Florida	$737K	-$160K	12	0.43%	Reduced
1025	Northeast Financial Consultants Westport, Connecticut	$736K	$0	1	0.08%	Maintained