← 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
1076	SXL Summit X LLC Chesterfield, Missouri	$371K	-$3.67K	1	0.25%	Reduced
1077	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$370K	-$105K	1	0.05%	Reduced
1078	BFIM Beese Fulmer Investment Management Canton, Ohio	$368K	+$336K	1	0.08%	New
1079	HC Hourglass Capital Houston, Texas	$367K	-$1.33M	1	0.09%	Reduced
1080	SignatureFD Atlanta, Georgia	$366K	+$5.43K	1	0.05%	Increased
1081	EIA Edgemoor Investment Advisors Bethesda, Maryland	$365K	$0	1	0.05%	Maintained
1082	FIG Fortress Investment Group New York	$363K	$0	1	0.01%	Maintained
1083	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$360K	$0	1	0.27%	Maintained
1084	LCM Legato Capital Management San Francisco, California	$359K	$0	1	0.05%	Maintained
1085	Mesirow Financial Investment Management Chicago, Illinois	$351K	+$91.2K	1	1.65%	Increased
1086	LA Lucus Advisors New York	$350K	-$253K	1	0.49%	Reduced
1087	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$349K	+$331K	1	0.4%	New
1088	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$346K	$0	1	0.07%	Maintained
1089	QI Quotient Investors New York	$346K	+$347K	1	0.24%	New
1090	NN Investment Partners Holdings The Hague, Netherlands	$344K	-$16.9M	1	0%	Reduced
1091	ZWJ Investment Counsel Atlanta, Georgia	$344K	-$246K	1	0.03%	Reduced
1092	VI Versor Investments New York	$343K	+$322K	1	0.11%	New
1093	AFA Abacus FCF Advisors Orlando, Florida	$340K	+$48.2K	1	1.06%	Increased
1094	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$337K	$0	1	0.36%	Maintained
1095	HWA HCR Wealth Advisors Los Angeles, California	$336K	$0	1	0.14%	Maintained
1096	VNA VNBTrust National Association Charlottesville, Virginia	$336K	-$222K	1	0.13%	Reduced
1097	WTB Washington Trust Bank Spokane, Washington	$336K	-$27.2K	3	0.05%	Reduced
1098	Meridian Wealth Management Lexington, Kentucky	$334K	$0	1	0.21%	Maintained
1099	Glenview Trust Louisville, Kentucky	$333K	+$13.1K	1	0.02%	Increased
1100	OC Oppenheimer & Close New York	$333K	$0	1	0.34%	Maintained