← 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
1226
AT
American Trust
Kentucky
$2.03M -$218K 1 0.16% Reduced
1227
TIM
Tevis Investment Management
Texas
$2.01M +$277K 1 1.1% Increased
1228
FA
Fiduciary Alliance
South Carolina
$2M -$38.8K 2 0.14% Reduced
1229
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$2M +$91K 3 0.02% Increased
1230
QPW
Quantum Private Wealth
Florida
$2M -$501K 4 0.51% Reduced
1231
BBI
Baxter Bros Inc
Connecticut
$2M -$612K 1 0.23% Reduced
1232
QIM
Quantitative Investment Management
Virginia
$1.98M -$147K 4 0.22% Reduced
1233
BCP
Blackhawk Capital Partners
Wisconsin
$1.97M $0 1 0.65% Maintained
1234
CNAM
Campbell Newman Asset Management
Wisconsin
$1.97M +$69.2K 1 0.15% Increased
1235
TCG
Transcendent Capital Group
Oklahoma
$1.96M +$1.78M 1 0.76% New
1236
Readystate Asset Management
Readystate Asset Management
Illinois
$1.94M -$11.3M 1 0.07% Reduced
1237
MIM
Meixler Investment Management
Arizona
$1.94M -$723K 2 1.07% Reduced
1238
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$1.93M +$1.76M 1 0.01% New
1239
VIA
Virtus Investment Advisers
Connecticut
$1.93M -$154K 1 0.45% Reduced
1240
EA
Ellsworth Advisors
Ohio
$1.91M +$227K 1 0.31% Increased
1241
CC
Cypress Capital
Tennessee
$1.91M +$1.65M 1 0.52% New
1242
SFI
Siemens Fonds Invest
Germany
$1.89M +$155K 4 0.09% Increased
1243
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$1.89M -$93.7K 2 0.06% Reduced
1244
KWM
Keebeck Wealth Management
Illinois
$1.89M +$107K 2 0.18% Increased
1245
WA
Waddell & Associates
Tennessee
$1.89M +$1.01M 5 0.09% Increased
1246
PWG
Portside Wealth Group
Utah
$1.87M +$197K 4 0.22% Increased
1247
PS
Pensionfund Sabic
Netherlands
$1.86M +$57.9K 2 1.99% Increased
1248
LAI
Legal Advantage Investments
California
$1.86M $0 3 0.65% Maintained
1249
DRW Securities
DRW Securities
Illinois
$1.85M -$2.93M 6 0.05% Reduced
1250
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.84M +$330K 3 0.61% Increased