← 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	WCA Westover Capital Advisors Wilmington, Delaware	$543K	-$44.9K	2	0.27%	Reduced
1102	ACA Atlas Capital Advisors Jackson, Wyoming	$539K	+$343K	4	0.18%	Increased
1103	OAMG Odey Asset Management Group London, United Kingdom	$537K	$0	1	0.05%	Maintained
1104	TFF The Family Firm Bethesda, Maryland	$530K	-$97.1K	1	0.19%	Reduced
1105	HVIA Hudson Valley Investment Advisors Goshen, New York	$525K	-$86.3K	1	0.12%	Reduced
1106	ESBC E.S. Barr & Co Lexington, Kentucky	$522K	-$423K	1	0.05%	Reduced
1107	Wealthfront Advisers Palo Alto, California	$519K	+$237K	2	0%	Increased
1108	Everett Harris & Co Los Angeles, California	$516K	-$80.2K	1	0.01%	Reduced
1109	IRC Investors Research Corp Atlanta, Georgia	$512K	+$19.6K	7	0.27%	Increased
1110	QCMC Quantum Capital Management (California) San Francisco, California	$509K	-$50.1K	1	0.28%	Reduced
1111	AAM AR Asset Management West Hollywood, California	$508K	$0	1	0.18%	Maintained
1112	OC Oppenheimer & Close New York	$508K	+$139K	1	0.59%	Increased
1113	Quadrant Capital Group Cincinnati, Ohio	$507K	-$4.67K	16	0.08%	Reduced
1114	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$505K	-$240K	1	0.23%	Reduced
1115	AI ArchPoint Investors Coral Gables, Florida	$501K	$0	1	0.16%	Maintained
1116	BCM Brown Capital Management Baltimore, Maryland	$496K	-$36.9K	2	0%	Reduced
1117	Ruffer LLP London, United Kingdom	$496K	-$1.83M	1	0.01%	Reduced
1118	First Citizens Bank & Trust Raleigh, North Carolina	$493K	-$10.3K	1	0.05%	Reduced
1119	Cullen/Frost Bankers San Antonio, Texas	$491K	-$385K	7	0.02%	Reduced
1120	ET Equitable Trust Nashville, Tennessee	$489K	$0	1	0.05%	Maintained
1121	RCM Radnor Capital Management Wayne, Pennsylvania	$486K	-$55.6K	1	0.16%	Reduced
1122	Loews Corp New York	$485K	-$50.5K	2	0%	Reduced
1123	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$485K	-$313K	1	0.05%	Reduced
1124	Brown Advisory Baltimore, Maryland	$482K	-$2.5M	2	0%	Reduced
1125	Montag & Associates Atlanta, Georgia	$482K	-$32.1K	1	0.04%	Reduced