← 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
1376
WCM
Washington Capital Management
Washington
$740K $0 1 0.68% Maintained
1377
Bridgewater Advisors
Bridgewater Advisors
New York
$740K -$50.8K 1 0.12% Reduced
1378
Bristlecone Advisors
Bristlecone Advisors
Washington
$734K -$3.05K 2 0.08% Reduced
1379
ICM
III Capital Management
Florida
$729K -$664K 1 0.04% Reduced
1380
Truvestments Capital
Truvestments Capital
Florida
$729K +$91.9K 4 0.38% Increased
1381
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$726K -$82.7K 2 0.02% Reduced
1382
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$726K +$5.03K 1 0.08% Increased
1383
Caption Management
Caption Management
Oklahoma
$726K -$170K 1 0.01% Reduced
1384
Harbor Investment Advisory
Harbor Investment Advisory
Maryland
$725K -$376K 8 0.09% Reduced
1385
Edge Wealth Management
Edge Wealth Management
New York
$718K $0 1 0.17% Maintained
1386
Delta Investment Management
Delta Investment Management
California
$718K $0 1 0.2% Maintained
1387
Ellevest Inc
Ellevest Inc
New York
$718K +$23.9K 2 0.06% Increased
1388
MCI
MRP Capital Investments
Georgia
$716K +$812K 1 0.79% Increased
1389
United Asset Strategies
United Asset Strategies
New York
$708K -$126K 1 0.09% Reduced
1390
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$707K -$61.4K 2 0.03% Reduced
1391
GSB
Greenfield Savings Bank
Massachusetts
$706K +$57.9K 2 0.44% Increased
1392
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$702K $0 1 0.03% Maintained
1393
IDA
Intelligence Driven Advisers
California
$702K -$57.4K 1 0.12% Reduced
1394
LIM
Lagoda Investment Management
New York
$697K -$107K 1 0.46% Reduced
1395
IIM
Ironwood Investment Management
Massachusetts
$697K -$26.9K 1 0.43% Reduced
1396
IHT Wealth Management
IHT Wealth Management
Illinois
$692K +$29.2K 2 0.04% Increased
1397
Bellecapital
Bellecapital
Switzerland
$689K $0 1 0.17% Maintained
1398
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$687K +$765K 1 0.01% New
1399
DGS Capital Management
DGS Capital Management
New Jersey
$687K +$26.1K 2 0.34% Increased
1400
American Trust
American Trust
Kentucky
$686K -$1.09M 1 0.05% Reduced