← 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	EWM Evermay Wealth Management Arlington, Virginia	$251K	+$4.82K	1	0.13%	Increased
1052	AFP Ausdal Financial Partners Davenport, Iowa	$248K	-$1.76K	1	0.13%	Reduced
1053	SLF Sun Life Financial Toronto, Ontario, Canada	$247K	-$384K	1	0.03%	Reduced
1054	WIP Wellesley Investment Partners Wellesley, Massachusetts	$245K	$0	1	0.13%	Maintained
1055	Swiss Life Asset Management Zurich,	$244K	-$429K	1	0.01%	Reduced
1056	Fiduciary Trust Boston, Massachusetts	$244K	+$28.1K	1	0.01%	Increased
1057	PC Passport Capital San Francisco, California	$241K	+$265K	1	0.01%	New
1058	SM Salzhauer Michael	$237K	-$44	1	0.17%	Reduced
1059	WA WFG Advisors Dallas, Texas	$237K	-$2.31K	4	0.06%	Reduced
1060	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$234K	$0	2	0.04%	Maintained
1061	WCM Windward Capital Management Los Angeles, California	$230K	$0	1	0.04%	Maintained
1062	GA Geneva Advisors Chicago, Illinois	$228K	$0	1	0%	Maintained
1063	TCM Telos Capital Management San Diego, California	$224K	-$162K	1	0.1%	Reduced
1064	Weiss Asset Management Boston, Massachusetts	$221K	+$224K	1	0.04%	New
1065	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$220K	$0	1	0.08%	Maintained
1066	WTB Washington Trust Bank Spokane, Washington	$219K	+$37.2K	7	0.05%	Increased
1067	AT Arden Trust Wilmington, Delaware	$215K	-$201K	1	0.03%	Reduced
1068	COI Connable Office Inc Kalamazoo, Michigan	$212K	$0	1	0.05%	Maintained
1069	OCG Opus Capital Group Cincinnati, Ohio	$209K	$0	1	0.04%	Maintained
1070	Quadrant Capital Group Cincinnati, Ohio	$206K	+$28.9K	12	0.13%	Increased
1071	BO BRR OpCo Columbus, Ohio	$204K	+$191K	1	0.07%	New
1072	CAM Cypress Asset Management Houston, Texas	$204K	-$235K	1	0.04%	Reduced
1073	PTC Private Trust Company Cleveland, Ohio	$204K	-$756K	1	0.05%	Reduced
1074	Wealthspire Advisors (Maryland) Potomac, Maryland	$204K	+$10.9K	10	0.03%	Increased
1075	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$201K	+$58K	7	0.05%	Increased