← 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
1101	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$68K	$0	2	0.04%	Maintained
1102	TIM Tortoise Investment Management White Plains, New York	$66K	$0	2	0.02%	Maintained
1103	DAM Delta Asset Management Memphis, Tennessee	$65K	-$2K	1	0.01%	Reduced
1104	VCM Versant Capital Management Phoenix, Arizona	$62K	+$70.1K	12	0.04%	New
1105	Mairs & Power Inc St Paul, Minnesota	$57K	$0	1	0%	Maintained
1106	VIA Vantage Investment Advisors State College, Pennsylvania	$54K	-$10K	2	0.03%	Reduced
1107	DSC Duncker Streett & Co St. Louis, Missouri	$52K	+$13.5K	2	0.02%	Increased
1108	TF Tompkins Financial Ithaca, New York	$52K	+$3.64K	2	0.02%	Increased
1109	Allworth Financial Folsom, California	$48K	+$5.51K	2	0.01%	Increased
1110	HW Hedeker Wealth Lincolnshire, Illinois	$48K	+$50.1K	1	0.04%	New
1111	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$47K	$0	1	0.02%	Maintained
1112	ED Exane Derivatives Paris, France	$45.5K	-$14.7K	7	0.01%	Reduced
1113	MassMutual Private Wealth & Trust Windsor, Connecticut	$43.6K	+$3.35K	3	0.01%	Increased
1114	JIC Joel Isaacson & Co New York	$43K	$0	1	0.01%	Maintained
1115	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$43K	$0	1	0.04%	Maintained
1116	GAM Gemmer Asset Management Walnut Creek, California	$39K	-$685	6	0.02%	Reduced
1117	FNYS First New York Securities New York	$38.9K	-$126K	2	0.33%	Reduced
1118	Gradient Investments Arden Hills, Minnesota	$37K	-$48	2	0%	Reduced
1119	ZB Zions Bancorporation Salt Lake City, Utah	$37K	-$959	5	0.01%	Reduced
1120	WP WealthPLAN Partners Omaha, Nebraska	$36.4K	+$111K	3	0.01%	New
1121	PCTC Perkins Coie Trust Company Seattle, Washington	$36K	$0	1	0.03%	Maintained
1122	SA SRH Advisors Salina, Kansas	$36K	-$63K	1	0.21%	Reduced
1123	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$35K	+$27.7K	3	0.03%	Increased
1124	Penserra Capital Management Orinda, California	$35K	+$37.1K	6	0%	New
1125	TCI Wealth Advisors Tucson, Arizona	$33K	+$22.6K	4	0.02%	Increased