← 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
1601	PIC Portland Investment Counsel Burlington, Ontario, Canada	$338K	$0	1	0.17%	Maintained
1602	ARM Adirondack Research & Management Guilderland, New York	$336K	+$74.7K	1	0.39%	Increased
1603	PG Patten Group Chattanooga, Tennessee	$336K	+$345K	1	0.1%	New
1604	PWM PRW Wealth Management Quincy, Massachusetts	$336K	+$345K	1	0.1%	New
1605	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$335K	-$19.6K	1	0.11%	Reduced
1606	HWMA Heritage Wealth Management (Arizona) Phoenix, Arizona	$335K	+$52.4K	5	0.13%	Increased
1607	SCM Stevens Capital Management Radnor, Pennsylvania	$335K	+$348K	1	0.1%	New
1608	BMCM Burns Matteson Capital Management Corning, New York	$334K	+$126K	1	0.26%	Increased
1609	EAM Eukles Asset Management Cincinnati, Ohio	$331K	+$338K	1	0.18%	New
1610	AWM Accel Wealth Management Waverly, Iowa	$328K	+$346	3	0.22%	Increased
1611	RCS Retirement Capital Strategies San Jose, California	$328K	$0	1	0.13%	Maintained
1612	Arax Advisory Partners Denver, Colorado	$324K	+$337K	3	0.04%	New
1613	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$323K	$0	1	0.22%	Maintained
1614	FHC First Heartland Consultants Lake St. Louis, Missouri	$323K	-$99.6K	1	0.05%	Reduced
1615	LAM L2 Asset Management Wayland, Massachusetts	$321K	-$16.3K	1	0.3%	Reduced
1616	AG AlphaSimPlex Group Boston, Massachusetts	$319K	$0	1	0.16%	Maintained
1617	Prime Capital Investment Advisors Overland Park, Kansas	$318K	+$250K	1	0.02%	Increased
1618	Smith Salley Wealth Management Greensboro, North Carolina	$317K	-$26.1K	1	0.03%	Reduced
1619	DOA D'Orazio & Associates Falls Church, Virginia	$313K	+$24.3K	3	0.08%	Increased
1620	OneDigital Investment Advisors Overland Park, Kansas	$312K	+$324K	1	0.01%	New
1621	TEE Tibra Equities Europe London, United Kingdom	$311K	+$363K	1	0.1%	New
1622	EAM Exos Asset Management New York	$310K	+$335K	6	0.16%	New
1623	MIM Marco Investment Management Atlanta, Georgia	$310K	+$3K	1	0.04%	Increased
1624	IRC Investors Research Corp Atlanta, Georgia	$309K	$0	5	0.11%	Maintained
1625	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$307K	+$319K	1	0.05%	New