← 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	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$170K	-$579K	1	0.03%	Reduced
1027	Quadrant Capital Group Cincinnati, Ohio	$169K	+$167K	3	0.11%	New
1028	PAIA Park Avenue Institutional Advisers New York	$167K	+$164K	3	0.13%	New
1029	FIM Fruth Investment Management Houston, Texas	$166K	-$9.22K	1	0.08%	Reduced
1030	DI Diligent Investors Redlands, California	$163K	$0	1	0.17%	Maintained
1031	CIM Contravisory Investment Management Norwell, Massachusetts	$160K	+$153K	1	0.03%	New
1032	FNYS First New York Securities New York	$158K	-$120K	4	0.08%	Reduced
1033	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$153K	+$149K	1	0.01%	New
1034	SC SRB Corp Boston, Massachusetts	$150K	$0	1	0.02%	Maintained
1035	RA Rational Advisors Huntington, New York	$148K	+$137K	1	0.05%	Increased
1036	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$143K	$0	1	0.04%	Maintained
1037	FineMark National Bank & Trust Fort Myers, Florida	$142K	+$12.5K	5	0.02%	Increased
1038	BAM Brave Asset Management Summit, New Jersey	$140K	+$58.7K	5	0.1%	Increased
1039	RA RMR Advisors Newton, Massachusetts	$140K	$0	1	0.08%	Maintained
1040	BAM Barrett Asset Management New York	$138K	$0	1	0.01%	Maintained
1041	Smithfield Trust Pittsburgh, Pennsylvania	$130K	$0	4	0.03%	Maintained
1042	Boothbay Fund Management New York	$129K	-$322K	1	0.05%	Reduced
1043	HR Howe & Rusling Rochester, New York	$128K	-$4.67K	5	0.03%	Reduced
1044	SignatureFD Atlanta, Georgia	$127K	+$597	4	0.03%	Increased
1045	SSG Summit Securities Group New York	$127K	+$123K	3	0.06%	New
1046	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$126K	$0	1	0.37%	Maintained
1047	Simplex Trading Chicago, Illinois	$125K	-$426K	5	0.01%	Reduced
1048	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$121K	-$74.7K	6	0.04%	Reduced
1049	EWM Endurance Wealth Management Providence, Rhode Island	$119K	+$117K	2	0.02%	New
1050	SA SRH Advisors Salina, Kansas	$117K	$0	3	0.74%	Maintained