← 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
1451	RE RBC Europe London, United Kingdom	$563K	-$5.91K	2	0.02%	Reduced
1452	IIM Ironwood Investment Management Boston, Massachusetts	$562K	+$721	1	0.29%	Increased
1453	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$562K	+$19.7K	5	0.13%	Increased
1454	GTCM Gyon Technologies Capital Management Denville, New Jersey	$561K	+$617K	2	0.15%	New
1455	FC FORA Capital Miami, Florida	$559K	-$2.34M	2	0.14%	Reduced
1456	Conning Inc Hartford, Connecticut	$555K	-$302K	2	0.02%	Reduced
1457	CFD Creative Financial Designs Kokomo, Indiana	$555K	+$228K	6	0.09%	Increased
1458	Perigon Wealth Management San Francisco, California	$554K	+$126K	2	0.05%	Increased
1459	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$554K	-$197K	1	0.19%	Reduced
1460	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$552K	+$62.4K	1	0.23%	Increased
1461	GJIC Gamble Jones Investment Counsel Pasadena, California	$551K	$0	1	0.04%	Maintained
1462	SG Stonnington Group Pasadena, California	$542K	-$839K	1	0.12%	Reduced
1463	SAM Strategic Asset Management Rochester, Minnesota	$542K	+$567K	2	0.76%	New
1464	Bragg Financial Advisors Charlotte, North Carolina	$540K	+$589K	1	0.03%	New
1465	ED Exane Derivatives Paris, France	$539K	-$843K	7	0.13%	Reduced
1466	HBK Sorce Advisory Erie, Pennsylvania	$538K	+$1.93K	2	0.03%	Increased
1467	Horizon Investments Charlotte, North Carolina	$536K	-$495K	1	0.01%	Reduced
1468	PMA Prudent Man Advisors Naperville, Illinois	$532K	-$7.92K	1	0.2%	Reduced
1469	LIM Lagoda Investment Management New York	$531K	+$163K	1	0.26%	Increased
1470	BSI Bennett Selby Investments Falmouth, Maine	$529K	+$588K	1	0.35%	New
1471	AQR Arbitrage Greenwich, Connecticut	$528K	-$677K	1	0.02%	Reduced
1472	LMAM Legg Mason Asset Management Tokyo, Japan	$526K	-$49.2K	1	0.61%	Reduced
1473	WA Winfield Associates Cleveland, Ohio	$526K	-$135K	1	0.19%	Reduced
1474	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$523K	-$16.3K	1	0.19%	Reduced
1475	TAM Trust Asset Management Houston, Texas	$521K	+$37.9K	2	0.07%	Increased