← 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	OFS OneAscent Financial Services Birmingham, Alabama	$684K	+$745K	2	0.18%	New
1402	MCM Manchester Capital Management Manchester, Vermont	$679K	-$137K	9	0.1%	Reduced
1403	Maven Securities St Helier, Jersey	$677K	+$732K	1	0.01%	New
1404	MFS Monetta Financial Services Wheaton, Illinois	$673K	$0	1	0.73%	Maintained
1405	IFS Ifrah Financial Services Little Rock, Arkansas	$673K	-$209K	1	0.21%	Reduced
1406	FHA Flagship Harbor Advisors Boston, Massachusetts	$670K	+$15K	2	0.06%	Increased
1407	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$667K	-$90.5K	2	0.08%	Reduced
1408	Lincoln National Corp Radnor, Pennsylvania	$666K	+$135K	2	0.01%	Increased
1409	Wilmington Savings Fund Society Wilmington, Delaware	$665K	$0	1	0.03%	Maintained
1410	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$664K	-$14.5M	1	0.03%	Reduced
1411	QC QCM Cayman Houston, Texas	$664K	+$707K	2	4.32%	New
1412	GLR Great Lakes Retirement Sandusky, Ohio	$664K	-$32.7K	1	0.12%	Reduced
1413	Mather Group Chicago, Illinois	$663K	+$44.4K	1	0.01%	Increased
1414	Impax Asset Management Group London, United Kingdom	$662K	$0	1	0%	Maintained
1415	CI Cigna Investments Bloomfield, Connecticut	$661K	-$540K	2	0.15%	Reduced
1416	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$661K	+$15.3K	2	0.06%	Increased
1417	UFF USA Financial Formulas Ada, Michigan	$658K	+$56.3K	10	0.98%	Increased
1418	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$658K	+$31.6K	1	0.13%	Increased
1419	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$657K	$0	1	0.22%	Maintained
1420	WTG West Tower Group Richmond, Virginia	$647K	+$79K	14	0.34%	Increased
1421	SWM SeaCrest Wealth Management Purchase, New York	$645K	$0	1	0.08%	Maintained
1422	IAM Innovis Asset Management Chicago, Illinois	$645K	-$84.8K	1	0.25%	Reduced
1423	VFA Values First Advisors Gray, Tennessee	$644K	+$69K	1	0.42%	Increased
1424	PVM Palogic Value Management Dallas, Texas	$643K	+$12.1K	1	0.3%	Increased
1425	BA Ballew Advisors Jackson, Mississippi	$641K	$0	1	0.53%	Maintained