← 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
1201	FTC Farmers Trust Company Youngstown, Ohio	$308K	-$221K	1	0.09%	Reduced
1202	Cannell & Spears New York	$307K	$0	1	0.04%	Maintained
1203	MCM Marathon Capital Management Hunt Valley, Maryland	$304K	+$300K	1	0.11%	New
1204	Quadrature Capital London, United Kingdom	$303K	-$5.69M	1	0.03%	Reduced
1205	SMFS Squar Milner Financial Services Irvine, California	$301K	+$46.8K	4	0.27%	Increased
1206	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$300K	+$30	1	0.1%	Increased
1207	GCA Gideon Capital Advisors New York	$299K	-$371K	1	0.15%	Reduced
1208	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$297K	-$18.2K	3	0.03%	Reduced
1209	Schonfeld Strategic Advisors New York	$297K	-$2.5M	1	0.02%	Reduced
1210	HCM Highlander Capital Management Short Hills, New Jersey	$296K	-$10.8K	4	0.17%	Reduced
1211	CIM CIM Investment Management Pittsburgh, Pennsylvania	$295K	-$203K	1	0.1%	Reduced
1212	JA JOYN Advisors Atlanta, Georgia	$295K	-$302K	13	0.06%	Reduced
1213	SM Salzhauer Michael	$293K	$0	1	0.11%	Maintained
1214	Laird Norton Wetherby Wealth Management San Francisco, California	$292K	+$1.6K	1	0.04%	Increased
1215	Montag & Associates Atlanta, Georgia	$292K	-$312K	1	0.03%	Reduced
1216	OA Oxbow Advisors Austin, Texas	$290K	$0	1	0.04%	Maintained
1217	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$289K	-$293K	1	0.04%	Reduced
1218	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$289K	-$2K	2	0.04%	Reduced
1219	EWM Evermay Wealth Management Arlington, Virginia	$286K	+$15.1K	1	0.1%	Increased
1220	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$286K	-$67.6K	1	0.25%	Reduced
1221	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$285K	$0	1	0.03%	Maintained
1222	UA Unison Advisors Washington, District of Columbia	$283K	$0	1	0.21%	Maintained
1223	GIA Granite Investment Advisors Concord, New Hampshire	$282K	-$15.3K	1	0.05%	Reduced
1224	JCP Jabre Capital Partners Geneva, Switzerland	$279K	-$30.2K	1	0.02%	Reduced
1225	BA BKS Advisors Southfield, Michigan	$277K	-$3.22K	1	0.1%	Reduced