← 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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$249K	-$27.6K	2	0.05%	Reduced
1027	TC TradeLink Capital Chicago, Illinois	$249K	-$9.16K	1	1.18%	Reduced
1028	WCM Windward Capital Management Los Angeles, California	$249K	$0	1	0.05%	Maintained
1029	PPCM Pillar Pacific Capital Management Pacifica, California	$248K	+$236K	1	0.04%	New
1030	DI Diligent Investors Redlands, California	$246K	-$3.46K	1	0.23%	Reduced
1031	PS Pensionfund Sabic Sittard, Netherlands	$246K	-$467K	1	0.07%	Reduced
1032	WIP Wellesley Investment Partners Wellesley, Massachusetts	$245K	$0	1	0.13%	Maintained
1033	HM Payson & Co Portland, Maine	$242K	$0	1	0.01%	Maintained
1034	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$241K	+$11K	4	0%	Increased
1035	OC Oppenheimer & Close New York	$241K	$0	1	0.23%	Maintained
1036	HCM Highlander Capital Management Short Hills, New Jersey	$240K	-$1K	2	0.22%	Reduced
1037	Pinnacle Associates New York	$240K	+$113K	2	0.01%	Increased
1038	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$239K	$0	1	0.22%	Maintained
1039	WA WFG Advisors Dallas, Texas	$236K	+$225	5	0.06%	Increased
1040	Forvis Mazars Wealth Advisors Springfield, Missouri	$233K	+$5.1K	1	0.03%	Increased
1041	LCM Lucas Capital Management Red Bank, New Jersey	$233K	$0	1	0.16%	Maintained
1042	COI Connable Office Inc Kalamazoo, Michigan	$230K	$0	1	0.06%	Maintained
1043	KMC Kirr Marbach & Co Columbus, Indiana	$229K	-$34.2K	1	0.05%	Reduced
1044	WIS Wright Investors Service Shelton, Connecticut	$229K	-$754K	1	0.09%	Reduced
1045	GA Geneva Advisors Chicago, Illinois	$228K	$0	1	0%	Maintained
1046	Fiduciary Trust Boston, Massachusetts	$227K	+$220K	1	0.01%	New
1047	IR Invictus RG Hamilton, Bermuda	$226K	-$49.9K	2	0.24%	Reduced
1048	Brown Brothers Harriman & Co New York	$225K	+$100K	2	0%	Increased
1049	CC Courier Capital Buffalo, New York	$223K	$0	1	0.04%	Maintained
1050	EVC Eidelman Virant Capital Saint Louis, Missouri	$221K	$0	1	0.14%	Maintained