← 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
1426	JIR James Investment Research Alpha, Ohio	$414K	-$136K	4	0.06%	Reduced
1427	OC Oakworth Capital Birmingham, Alabama	$413K	$0	2	0.04%	Maintained
1428	NC NinePointTwo Capital Los Angeles, California	$410K	+$466K	1	0.14%	New
1429	IP Ignite Planners San Clemente, California	$407K	+$410K	1	0.33%	New
1430	BHA Beech Hill Advisors New York	$405K	$0	1	0.22%	Maintained
1431	ICM Islay Capital Management Lubbock, Texas	$405K	+$321K	3	0.42%	Increased
1432	SIM Sentry Investment Management Stevens Point, Wisconsin	$405K	-$84.5K	4	0.18%	Reduced
1433	BCM Beaumont Capital Management Boston, Massachusetts	$404K	+$440K	1	0.33%	New
1434	Wilmington Savings Fund Society Wilmington, Delaware	$401K	$0	1	0.02%	Maintained
1435	WPP Whalerock Point Partners Providence, Rhode Island	$400K	$0	1	0.17%	Maintained
1436	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$397K	$0	1	0.07%	Maintained
1437	WCM Washington Capital Management Seattle, Washington	$396K	$0	1	0.38%	Maintained
1438	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$396K	+$14.8K	1	0.16%	Increased
1439	NW Naviter Wealth Little Rock, Arkansas	$393K	-$2.99K	1	0.16%	Reduced
1440	CA Capitolis Advisors New York	$390K	$0	2	0.02%	Maintained
1441	PP Pacifica Partners Surrey, Canada	$387K	$0	2	0.27%	Maintained
1442	RHAM Round Hill Asset Management Pasadena, California	$387K	$0	1	0.24%	Maintained
1443	Brookstone Capital Management Wheaton, Illinois	$386K	-$370K	1	0.01%	Reduced
1444	OWM OneAscent Wealth Management Birmingham, Alabama	$386K	-$68.1K	1	0.2%	Reduced
1445	WBCM Wilson & Boucher Capital Management Moraga, California	$386K	-$25.7K	1	0.42%	Reduced
1446	RRA Round Rock Advisors Wilton, Connecticut	$381K	+$409K	1	0.17%	New
1447	Apella Capital West Hartford, Connecticut	$379K	+$70	1	0.05%	Increased
1448	PMA Prudent Man Advisors Naperville, Illinois	$379K	+$806	1	0.18%	Increased
1449	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$377K	$0	1	0.18%	Maintained
1450	WCM Windward Capital Management Los Angeles, California	$376K	-$2.67K	1	0.04%	Reduced