← 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
1476	TCM Telos Capital Management San Diego, California	$1.02M	+$210K	3	0.09%	Increased
1477	LBP AM Paris, France	$1.01M	-$152K	1	0.01%	Reduced
1478	BIC B&I Capital Zurich, Switzerland	$1.01M	-$4.93M	1	2.22%	Reduced
1479	P Paradiem Covington, Louisiana	$1.01M	-$110K	1	0.22%	Reduced
1480	BCM Bayesian Capital Management Brooklyn, New York	$1M	+$889K	1	0.64%	New
1481	LGT Group Foundation Vaduz, Liechtenstein	$997K	-$12.6K	1	0.01%	Reduced
1482	Eastern Bank Boston, Massachusetts	$993K	-$13.6M	4	0.02%	Reduced
1483	ACP Argyle Capital Partners Los Angeles, California	$993K	-$122K	2	0.63%	Reduced
1484	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$993K	$0	1	0.25%	Maintained
1485	AWA Argos Wealth Advisors Sacramento, California	$991K	+$419K	3	0.26%	Increased
1486	CI Corient IA Miami, Florida	$988K	$0	2	0.91%	Maintained
1487	MCCP Mission Creek Capital Partners San Francisco, California	$985K	$0	1	0.17%	Maintained
1488	GP Gallo Partners Bloomfield, New Jersey	$984K	-$123K	1	2.18%	Reduced
1489	WW Winnow Wealth Waco, Texas	$981K	-$26K	1	0.67%	Reduced
1490	WS Wilian Securities Vadnais Heights, Minnesota	$979K	+$520K	1	0.58%	Increased
1491	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$978K	+$613K	4	0.19%	Increased
1492	I INVST Indianapolis, Indiana	$975K	+$14K	1	0.1%	Increased
1493	Los Angeles Capital Management Los Angeles, California	$973K	-$38.7M	22	0%	Reduced
1494	SWA Strata Wealth Advisors Dallas, Texas	$968K	+$25.4K	1	0.24%	Increased
1495	AWM Athena Wealth Management Reno, Nevada	$965K	+$14.1K	1	0.72%	Increased
1496	SI Seeds Investor New York	$963K	-$13.4K	2	0.1%	Reduced
1497	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$961K	+$81.1K	3	0.05%	Increased
1498	AWM Angeles Wealth Management Santa Monica, California	$956K	+$855K	4	0.04%	New
1499	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$956K	$0	1	0.07%	Maintained
1500	DG DigitalBridge Group Boca Raton, Florida	$954K	+$889K	1	0.06%	New