← 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
1401	WTB Washington Trust Bank Spokane, Washington	$698K	+$25.1K	3	0.08%	Increased
1402	KFS Kaizen Financial Strategies Campbell, California	$696K	+$761K	2	0.56%	New
1403	AMG National Trust Bank Greenwood Village, Colorado	$690K	+$7.97K	1	0.02%	Increased
1404	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$690K	$0	1	0.25%	Maintained
1405	HC Hourglass Capital Houston, Texas	$688K	$0	1	0.19%	Maintained
1406	CGL Clarius Group LLC Seattle, Washington	$680K	+$8.7K	2	0.06%	Increased
1407	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$680K	-$532K	2	0.28%	Reduced
1408	GCA Genesee Capital Advisors Auburn, New York	$676K	+$719K	1	0.33%	New
1409	OWA Outlook Wealth Advisors Shenandoah, Texas	$670K	+$10.4K	1	0.22%	Increased
1410	SAM Strategy Asset Managers Pasadena, California	$669K	+$730K	1	0.15%	New
1411	JCM Jacobi Capital Management Pittston, Pennsylvania	$665K	+$10.7K	10	0.08%	Increased
1412	SFI Siemens Fonds Invest Munich, Germany	$665K	+$727K	2	0.04%	New
1413	VFA Values First Advisors Gray, Tennessee	$664K	+$63.8K	1	0.43%	Increased
1414	DI Diligent Investors Redlands, California	$656K	$0	1	0.22%	Maintained
1415	ECA Elevated Capital Advisors Sandy, Utah	$656K	+$698K	1	0.23%	New
1416	BAM Beaumont Asset Management Beaumont, Texas	$647K	-$1.51K	1	0.48%	Reduced
1417	SAM Seelaus Asset Management Chatham, New Jersey	$645K	-$70.5K	2	0.38%	Reduced
1418	HC Henshaw Capital Woburn, Massachusetts	$644K	$0	2	0.04%	Maintained
1419	CL CPWM LLC Seattle, Washington	$640K	+$231K	1	0.06%	Increased
1420	KCM Kendall Capital Management Rockville, Maryland	$635K	+$78.8K	1	0.34%	Increased
1421	ARC Advisor Resource Council Dallas, Texas	$631K	-$1.9M	1	0.19%	Reduced
1422	RI Redwood Investments Boston, Massachusetts	$623K	-$1.67M	1	0.05%	Reduced
1423	CG CFO4Life Group Coppell, Texas	$618K	-$7.89K	1	0.14%	Reduced
1424	LF Lee Financial Dallas, Texas	$615K	-$5.08K	9	0.13%	Reduced
1425	FHC First Heartland Consultants Lake St. Louis, Missouri	$610K	+$331K	2	0.09%	Increased