← 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
1351
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$787K $0 3 0% Maintained
1352
Sowell Financial Services
Sowell Financial Services
Arkansas
$784K -$236K 1 0.05% Reduced
1353
Flow Traders U.S.
Flow Traders U.S.
New York
$781K +$824K 2 0.03% New
1354
OF
Outfitter Financial
Maine
$780K +$92.6K 1 0.61% Increased
1355
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$779K -$1.51K 5 0.09% Reduced
1356
WealthSource Partners
WealthSource Partners
California
$779K +$610K 2 0.07% Increased
1357
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$777K +$1.19K 1 0.16% Increased
1358
SCA
SMH Capital Advisors
Texas
$777K $0 1 1.43% Maintained
1359
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$777K -$28.7K 3 0.07% Reduced
1360
Liberty Wealth Management
Liberty Wealth Management
California
$771K +$99.4K 5 0.28% Increased
1361
QC
Quantedge Capital
Singapore
$767K $0 2 0.37% Maintained
1362
Corsair Capital Management
Corsair Capital Management
New York
$764K +$350K 2 0.15% Increased
1363
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$763K $0 1 0% Maintained
1364
Venture Visionary Partners
Venture Visionary Partners
Ohio
$763K +$293K 1 0.05% Increased
1365
MCCP
Mission Creek Capital Partners
California
$761K +$846 1 0.14% Increased
1366
SAI
Systematic Alpha Investments
New Jersey
$761K +$269K 4 0.03% Increased
1367
Canandaigua National Corp
Canandaigua National Corp
New York
$758K -$61.1K 1 0.12% Reduced
1368
SIP
Stoneridge Investment Partners
Pennsylvania
$758K +$831K 1 0.38% New
1369
WealthShield Partners
WealthShield Partners
North Carolina
$758K +$814K 2 0.2% New
1370
Cannell & Spears
Cannell & Spears
New York
$756K $0 3 0.05% Maintained
1371
WAM
Wakefield Asset Management
Colorado
$754K -$58.5K 1 0.28% Reduced
1372
WA
WESPAC Advisors
California
$751K +$339K 1 0.46% Increased
1373
Quadrant Capital Group
Quadrant Capital Group
Ohio
$750K +$72.8K 22 0.1% Increased
1374
Global Retirement Partners
Global Retirement Partners
California
$748K +$62.9K 12 0.07% Increased
1375
Gofen & Glossberg
Gofen & Glossberg
Illinois
$748K $0 2 0.02% Maintained