← 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
1026	Alpha Cubed Investments Irvine, California	$236K	-$23.2K	1	0.07%	Reduced
1027	Sigma Planning Corp Ann Arbor, Michigan	$235K	-$76.5K	1	0.03%	Reduced
1028	WPC White Pine Capital Bloomington, Minnesota	$233K	$0	1	0.09%	Maintained
1029	South Texas Money Management San Antonio, Texas	$232K	+$206K	1	0.01%	New
1030	AFG Albion Financial Group Salt Lake City, Utah	$231K	$0	1	0.04%	Maintained
1031	COI Connable Office Inc Kalamazoo, Michigan	$230K	+$191K	1	0.06%	New
1032	Whittier Trust South Pasadena, California	$227K	+$39K	4	0.01%	Increased
1033	TC TradeLink Capital Chicago, Illinois	$225K	-$67.8K	1	0.57%	Reduced
1034	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$223K	-$751K	1	0.14%	Reduced
1035	GF Gerstein Fisher New York	$222K	+$205K	1	0.04%	New
1036	PCC Park Circle Company Baltimore, Maryland	$222K	+$218K	1	0.14%	New
1037	Carnegie Investment Counsel Pepper Pike, Ohio	$221K	+$201K	1	0.04%	New
1038	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$219K	$0	4	0%	Maintained
1039	IC Intersect Capital San Ramon, California	$219K	+$9.54K	5	0.17%	Increased
1040	FA FDx Advisors Chicago, Illinois	$218K	-$86K	1	0%	Reduced
1041	MAM Mizuho Asset Management Tokyo, Japan	$218K	+$51.4K	4	0.06%	Increased
1042	PAA Peregrine Asset Advisers Portland, Oregon	$217K	+$193K	1	0.14%	New
1043	WTB Washington Trust Bank Spokane, Washington	$216K	-$25.5K	2	0.05%	Reduced
1044	FIM Fruth Investment Management Houston, Texas	$208K	$0	1	0.09%	Maintained
1045	BO BRR OpCo Columbus, Ohio	$206K	+$189K	1	0.08%	New
1046	NIC Northwest Investment Counselors Lake Oswego, Oregon	$203K	+$187K	1	0.13%	New
1047	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$202K	+$186K	2	0.08%	Increased
1048	FTC Farmers Trust Company Youngstown, Ohio	$201K	-$312K	1	0.07%	Reduced
1049	FMA FNY Managed Accounts New York	$200K	+$186K	2	0.17%	New
1050	JT Jump Trading Chicago, Illinois	$198K	-$12.9K	1	0.01%	Reduced