← 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
1301	PAM Paradigm Asset Management New York	$202K	$0	3	0.06%	Maintained
1302	ECM Estabrook Capital Management New York	$196K	$0	2	0.03%	Maintained
1303	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$193K	+$74K	9	0.03%	Increased
1304	PCG Private Capital Group West Hartford, Connecticut	$186K	+$9.59K	12	0.04%	Increased
1305	Penserra Capital Management Orinda, California	$185K	-$10.9M	4	0.01%	Reduced
1306	HR Howe & Rusling Rochester, New York	$177K	+$1.28K	5	0.03%	Increased
1307	FCM FJ Capital Management Mclean, Virginia	$172K	-$301K	1	0.02%	Reduced
1308	TC Truvestments Capital Sarasota, Florida	$172K	+$179K	1	0.11%	New
1309	MUS Mitsubishi UFJ Securities Tokyo, Japan	$171K	+$134K	2	0.61%	Increased
1310	SAM Symphony Asset Management San Francisco, California	$167K	-$184K	1	0.03%	Reduced
1311	AF Advisornet Financial Minnetonka, Minnesota	$162K	+$144K	4	0.02%	Increased
1312	AWM AllSquare Wealth Management Albany, New York	$162K	+$3.5K	2	0.12%	Increased
1313	AIC Ayalon Insurance Company Ramat Gan, Israel	$158K	-$1.26M	1	0.13%	Reduced
1314	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$155K	-$7K	2	0.07%	Reduced
1315	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$154K	+$98.3K	3	0.01%	Increased
1316	EMG ETF Managers Group Summit, New Jersey	$153K	+$94.9K	2	0.01%	Increased
1317	SPL Smart Portfolios LLC Seattle, Washington	$153K	$0	1	0.1%	Maintained
1318	CA Centerpoint Advisors Needham, Massachusetts	$149K	+$6.17K	2	0.12%	Increased
1319	MCM Manchester Capital Management Manchester, Vermont	$148K	$0	4	0.02%	Maintained
1320	MM Midas Management New York	$147K	$0	1	0.07%	Maintained
1321	JCM Jacobi Capital Management Pittston, Pennsylvania	$145K	+$64.7K	10	0.04%	Increased
1322	BCM Beddow Capital Management Jackson, Wyoming	$143K	$0	1	0.06%	Maintained
1323	PCP Proficio Capital Partners Newton, Massachusetts	$133K	+$26.6K	10	0.05%	Increased
1324	PFA Pathway Financial Advisors South Burlington, Vermont	$132K	$0	2	0.08%	Maintained
1325	ICM Ionic Capital Management New York	$129K	+$143K	1	0.01%	New