← 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	Coldstream Capital Management Bellevue, Washington	$211K	+$189K	1	0.03%	New
1102	Washington Trust Westerly, Rhode Island	$211K	+$189K	1	0.01%	New
1103	WPP Whalerock Point Partners Providence, Rhode Island	$211K	+$189K	1	0.08%	New
1104	ICM IMS Capital Management Portland, Oregon	$209K	+$188K	1	0.21%	New
1105	IC Intersect Capital San Ramon, California	$209K	$0	1	0.18%	Maintained
1106	CI Chartist Inc Seal Beach, California	$208K	+$191K	1	0.1%	New
1107	Tiedemann Advisors New York	$208K	+$193K	1	0.02%	New
1108	KI Koch Industries Wichita, Kansas	$207K	+$196K	1	0.18%	New
1109	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$205K	-$192K	1	0.03%	Reduced
1110	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$205K	+$196K	1	0.02%	New
1111	Palisade Capital Management Fort Lee, New Jersey	$205K	-$4.9M	1	0.01%	Reduced
1112	WA WFG Advisors Dallas, Texas	$205K	-$50.1K	4	0.05%	Reduced
1113	Fayez Sarofim & Co Houston, Texas	$204K	+$197K	1	0%	New
1114	NFG Next Financial Group Houston, Texas	$204K	-$883K	9	0.06%	Reduced
1115	VWA V Wealth Advisors Overland Park, Kansas	$203K	+$187K	1	0.12%	New
1116	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$201K	+$3.15K	1	0.11%	Increased
1117	SM Sciencast Management Princeton, New Jersey	$201K	-$226K	1	0.11%	Reduced
1118	Moneta Group Investment Advisors St Louis, Missouri	$200K	+$183K	1	0.04%	New
1119	SC SRB Corp Boston, Massachusetts	$197K	-$167K	1	0.03%	Reduced
1120	IP Intellectus Partners San Francisco, California	$196K	$0	2	0.1%	Maintained
1121	CFA Carroll Financial Associates Charlotte, North Carolina	$185K	+$408	4	0.02%	Increased
1122	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$178K	+$176K	1	0.05%	New
1123	FPA Fieldpoint Private Advisors New York	$172K	-$5.98M	2	0.46%	Reduced
1124	RWA Ropes Wealth Advisors Boston, Massachusetts	$163K	-$103K	3	0.05%	Reduced
1125	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$161K	$0	1	0.01%	Maintained