← 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
1051	IA Integrity Alliance Urbandale, Iowa	$3.39M	+$543K	3	0.11%	Increased
1052	FIG Fortress Investment Group New York	$3.38M	+$1.13M	1	0.64%	Increased
1053	Forvis Mazars Wealth Advisors Springfield, Missouri	$3.38M	+$99.7K	1	0.06%	Increased
1054	CC Cannell Capital Alta, Wyoming	$3.37M	+$651K	1	2.26%	Increased
1055	AIA AssuredPartners Investment Advisors Tampa, Florida	$3.36M	+$99.1K	1	0.33%	Increased
1056	Prospera Financial Services Dallas, Texas	$3.36M	-$2.19M	6	0.05%	Reduced
1057	Kestra Private Wealth Services Austin, Texas	$3.35M	-$429K	4	0.04%	Reduced
1058	FBFS First Business Financial Services Madison, Wisconsin	$3.34M	+$159K	2	0.26%	Increased
1059	AWM Aprio Wealth Management Atlanta, Georgia	$3.34M	+$479K	4	0.17%	Increased
1060	GIA GHP Investment Advisors Denver, Colorado	$3.33M	+$85.5K	11	0.12%	Increased
1061	PCTC Perkins Coie Trust Company Seattle, Washington	$3.33M	-$34.5K	1	0.55%	Reduced
1062	FDS First Dallas Securities Dallas, Texas	$3.32M	+$50.8K	1	1.1%	Increased
1063	UMB Bank Kansas City, Missouri	$3.31M	+$55.3K	21	0.04%	Increased
1064	DTL Dynamic Technology Lab Singapore	$3.3M	-$2.73M	6	0.74%	Reduced
1065	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.29M	+$2.83M	4	1.22%	Increased
1066	J. Safra Sarasin Holding	$3.29M	+$1.1M	6	0.05%	Increased
1067	CCM Corsair Capital Management New York	$3.28M	$0	4	0.41%	Maintained
1068	FM Family Management New York	$3.27M	+$3M	1	0.34%	New
1069	CSM Advisors Warrendale, Pennsylvania	$3.27M	-$4.81M	1	0.07%	Reduced
1070	MAM Morse Asset Management Darien, Connecticut	$3.23M	+$82.3K	6	0.54%	Increased
1071	KCM Kathmere Capital Management Wayne, Pennsylvania	$3.23M	+$466K	4	0.17%	Increased
1072	AWP Abacus Wealth Partners Santa Monica, California	$3.22M	-$2.76M	4	0.34%	Reduced
1073	QC Quent Capital New York	$3.22M	+$474K	12	0.2%	Increased
1074	VSQM V-Square Quantitative Management Chicago, Illinois	$3.22M	+$202K	7	0.31%	Increased
1075	MSA MUFG Securities Americas New York	$3.22M	+$195K	4	0.17%	Increased