← 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	CPIM Columbia Partners Investment Management Alexandria, Virginia	$730K	+$801K	1	0.19%	New
1027	CC ClearArc Capital Cincinnati, Ohio	$727K	+$31.4K	2	0.1%	Increased
1028	CCM Corsair Capital Management New York	$727K	-$470K	1	0.17%	Reduced
1029	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$722K	$0	1	0.17%	Maintained
1030	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$718K	+$14.4K	14	0.1%	Increased
1031	SAM SignalPoint Asset Management Springfield, Missouri	$717K	-$139K	1	0.32%	Reduced
1032	MIM Marco Investment Management Atlanta, Georgia	$709K	+$13K	1	0.1%	Increased
1033	FFA First Foundation Advisors Irvine, California	$708K	+$784K	1	0.04%	New
1034	PTC Private Trust Company Cleveland, Ohio	$706K	+$1.21K	1	0.14%	Increased
1035	Raymond James Trust St. Petersburg, Florida	$705K	-$222K	2	0.04%	Reduced
1036	BPCA Bank Pictet & Cie (Asia) Singapore	$699K	+$781K	1	0.32%	New
1037	Mission Wealth Management Santa Barbara, California	$691K	$0	1	0.09%	Maintained
1038	AC Alexandria Capital Arlington, Virginia	$689K	+$2.76K	1	0.1%	Increased
1039	MC Menta Capital San Francisco, California	$685K	-$1.43M	3	0.24%	Reduced
1040	Sumitomo Life Insurance Tokyo, Japan	$681K	+$952	1	0.08%	Increased
1041	ZCM Zebra Capital Management Stamford, Connecticut	$678K	+$507K	2	0.31%	Increased
1042	MC Moors & Cabot Boston, Massachusetts	$674K	-$35.2K	3	0.08%	Reduced
1043	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$668K	+$296K	3	0.05%	Increased
1044	APG Abacus Planning Group Columbia, South Carolina	$659K	+$91.1K	1	0.44%	Increased
1045	NIM NuWave Investment Management Parsippany, New Jersey	$655K	+$654K	2	0.99%	Increased
1046	SOAMC Spirit of America Management Corp Syosset, New York	$655K	+$50.8K	3	0.08%	Increased
1047	OAM Oak Asset Management Westlake Village, California	$650K	-$171K	1	0.39%	Reduced
1048	AWS AJ Wealth Strategies New York	$647K	+$251K	1	0.12%	Increased
1049	CIM CIM Investment Management Pittsburgh, Pennsylvania	$642K	+$393K	2	0.23%	Increased
1050	SWA SFMG Wealth Advisors Plano, Texas	$635K	+$8.35K	1	0.1%	Increased