← 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	Conning Inc Hartford, Connecticut	$229K	-$258K	1	0.01%	Reduced
1027	EGA E&G Advisors Houston, Texas	$228K	-$13.8K	1	0.14%	Reduced
1028	CC Courier Capital Buffalo, New York	$227K	$0	1	0.05%	Maintained
1029	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$227K	+$221K	1	0.05%	New
1030	GA Geneva Advisors Chicago, Illinois	$226K	+$9.67K	1	0%	Increased
1031	CFA Camarda Financial Advisors Fleming Island, Florida	$225K	-$13.4K	1	0.14%	Reduced
1032	AIM Alambic Investment Management Belvedere, California	$224K	+$257K	2	0.14%	New
1033	CCM CrestPoint Capital Management Four Seasons, Missouri	$220K	+$225K	1	0.12%	New
1034	Raymond James Trust St. Petersburg, Florida	$220K	+$218K	1	0.02%	New
1035	CI Cavalier Investments Alpharetta, Georgia	$219K	-$1.74M	1	0.13%	Reduced
1036	MAM Marquette Asset Management Minneapolis, Minnesota	$217K	$0	1	0.09%	Maintained
1037	Quadrant Capital Group Cincinnati, Ohio	$217K	+$31.4K	8	0.15%	Increased
1038	Forvis Mazars Wealth Advisors Springfield, Missouri	$215K	+$209K	1	0.03%	New
1039	OC Oppenheimer & Close New York	$213K	$0	1	0.19%	Maintained
1040	UAS United Asset Strategies Garden City, New York	$212K	-$94.8K	1	0.09%	Reduced
1041	COI Connable Office Inc Kalamazoo, Michigan	$208K	+$224K	1	0.06%	New
1042	Davenport & Co Richmond, Virginia	$207K	$0	1	0%	Maintained
1043	GF Gerstein Fisher New York	$204K	-$11.3K	1	0.03%	Reduced
1044	DI Diligent Investors Redlands, California	$203K	$0	1	0.23%	Maintained
1045	GWM Gupta Wealth Management San Diego, California	$203K	-$30.3K	6	0.05%	Reduced
1046	TCM Telos Capital Management San Diego, California	$200K	+$195K	1	0.11%	New
1047	HCM Highlander Capital Management Short Hills, New Jersey	$199K	-$16.5K	3	0.18%	Reduced
1048	SAM SignalPoint Asset Management Springfield, Missouri	$199K	+$213K	1	0.09%	New
1049	First National Bank of Omaha Omaha, Nebraska	$190K	-$15K	1	0.01%	Reduced
1050	CAPTRUST Financial Advisors Raleigh, North Carolina	$189K	+$192K	1	0.02%	New