← 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
1326	WP WealthPLAN Partners Omaha, Nebraska	$219K	$0	1	0.03%	Maintained
1327	CCFM Clear Creek Financial Management Silverdale, Washington	$218K	-$22.1K	1	0.11%	Reduced
1328	BFO Boston Family Office Boston, Massachusetts	$217K	+$195K	1	0.02%	New
1329	FPS Fieldpoint Private Securities Greenwich, Connecticut	$217K	-$14.1K	4	0.08%	Reduced
1330	CCA Cobblestone Capital Advisors Rochester, New York	$216K	-$35.2K	1	0.02%	Reduced
1331	HIM Hotaling Investment Management Wayne, Pennsylvania	$214K	+$207K	1	0.14%	New
1332	WC Winmill & Co Walpole, New Hampshire	$212K	+$195K	1	0.09%	New
1333	Thompson Siegel & Walmsley Richmond, Virginia	$210K	-$1.43M	4	0%	Reduced
1334	JT Jump Trading Chicago, Illinois	$208K	-$551K	1	0.01%	Reduced
1335	NL NWAM LLC Mercer Island, Washington	$208K	+$193K	1	0.04%	New
1336	Fulton Bank Lancaster, Pennsylvania	$206K	+$186K	1	0.01%	New
1337	JCM Jacobi Capital Management Pittston, Pennsylvania	$206K	$0	9	0.04%	Maintained
1338	CCM Canal Capital Management Richmond, Virginia	$205K	+$189K	1	0.12%	New
1339	AIC Ayalon Insurance Company Ramat Gan, Israel	$202K	$0	1	0.14%	Maintained
1340	Cullen Capital Management New York	$201K	+$178K	1	0.01%	New
1341	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$201K	-$195K	1	0.03%	Reduced
1342	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$200K	+$190K	1	0%	New
1343	FHA Flagship Harbor Advisors Boston, Massachusetts	$197K	+$28K	6	0.04%	Increased
1344	NGA New Generation Advisors Manchester, Massachusetts	$196K	-$999K	1	0.18%	Reduced
1345	AMM American Money Management Rancho Santa Fe, California	$193K	-$158K	1	0.1%	Reduced
1346	NP Ninepoint Partners Toronto, Ontario, Canada	$185K	-$21.6K	1	0.07%	Reduced
1347	SCM Silvant Capital Management Atlanta, Georgia	$182K	+$67.1K	1	0.04%	Increased
1348	SPL Smart Portfolios LLC Seattle, Washington	$182K	$0	1	0.16%	Maintained
1349	MCM Manchester Capital Management Manchester, Vermont	$180K	-$1K	3	0.02%	Reduced
1350	SI Sensato Investors San Francisco, California	$177K	$0	1	0.07%	Maintained