← 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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$231K	+$28.4K	7	0.05%	Increased
1052	Benjamin F. Edwards & Company St. Louis, Missouri	$230K	+$221K	3	0.04%	Increased
1053	Gratus Capital Atlanta, Georgia	$230K	$0	1	0.03%	Maintained
1054	HC Henshaw Capital Woburn, Massachusetts	$229K	+$219K	1	0.03%	New
1055	BCM Bayesian Capital Management Brooklyn, New York	$229K	+$74.3K	1	0.06%	Increased
1056	Koshinski Asset Management Decatur, Illinois	$227K	-$97K	1	0.11%	Reduced
1057	CCB Cutter & Co Brokerage Ballwin, Missouri	$225K	+$215K	1	0.09%	New
1058	CIM Calvert Investment Management Bethesda, Maryland	$224K	-$64.2K	1	0.01%	Reduced
1059	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$224K	$0	2	0.04%	Maintained
1060	DG Davidson & Garrard Lynchburg, Virginia	$223K	+$221K	1	0.06%	New
1061	PGIM Pacific Global Investment Management Glendale, California	$222K	+$212K	1	0.05%	New
1062	TI Turner Investments Berwyn, Pennsylvania	$221K	+$216K	1	0.09%	New
1063	AWM Affinity Wealth Management Wilmington, Delaware	$218K	-$40.5K	1	0.12%	Reduced
1064	BO BRR OpCo Columbus, Ohio	$218K	$0	1	0.07%	Maintained
1065	TCM Telos Capital Management San Diego, California	$217K	$0	1	0.1%	Maintained
1066	AT Arden Trust Wilmington, Delaware	$216K	+$6.04K	1	0.03%	Increased
1067	COI Connable Office Inc Kalamazoo, Michigan	$213K	$0	1	0.05%	Maintained
1068	Johnson Investment Counsel Cincinnati, Ohio	$213K	+$208K	1	0.01%	New
1069	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$211K	+$206K	1	0.04%	New
1070	CAM Cypress Asset Management Houston, Texas	$207K	$0	1	0.04%	Maintained
1071	PP PDT Partners New York	$206K	+$188K	1	0.01%	New
1072	Conning Inc Hartford, Connecticut	$203K	-$60K	1	0.01%	Reduced
1073	EWM Evermay Wealth Management Arlington, Virginia	$203K	-$24.6K	1	0.1%	Reduced
1074	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$193K	+$199K	1	0%	New
1075	QCMC Quantum Capital Management (California) San Francisco, California	$191K	-$5.26M	1	0.05%	Reduced