← 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
1626	WTB Washington Trust Bank Spokane, Washington	$200K	-$417K	1	0.03%	Reduced
1627	Venture Visionary Partners Sylvania, Ohio	$200K	+$218K	9	0.02%	New
1628	FMP Financial Management Professionals Austin, Texas	$199K	+$16.7K	7	0.05%	Increased
1629	CCM Cinctive Capital Management New York	$197K	$0	1	0.01%	Maintained
1630	OMERS Administration Corp Toronto, Ontario, Canada	$197K	$0	1	0%	Maintained
1631	WOSD WFA of San Diego San Diego, California	$197K	-$17.9K	2	0.17%	Reduced
1632	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$193K	+$5.94K	15	0.02%	Increased
1633	LIM Longfellow Investment Management Boston, Massachusetts	$188K	+$203K	2	0.04%	Increased
1634	RCM Raleigh Capital Management Cary, North Carolina	$185K	+$26.3K	3	0.11%	Increased
1635	BCM Beddow Capital Management Jackson, Wyoming	$184K	$0	1	0.11%	Maintained
1636	MIM Macroview Investment Management Bethesda, Maryland	$183K	$0	2	0.3%	Maintained
1637	VWM Valley Wealth Managers Paramus, New Jersey	$182K	-$74.2K	2	0.02%	Reduced
1638	SCM SKBA Capital Management San Francisco, California	$177K	$0	1	0.04%	Maintained
1639	BCM Basso Capital Management Stamford, Connecticut	$175K	$0	1	0.02%	Maintained
1640	KC Kenfarb & Co Ashland, Kentucky	$175K	$0	1	0.14%	Maintained
1641	AWM Accel Wealth Management Waverly, Iowa	$173K	-$17.3K	3	0.1%	Reduced
1642	EAM Eukles Asset Management Cincinnati, Ohio	$172K	-$19.8K	1	0.11%	Reduced
1643	MCF Advisors Covington, Kentucky	$171K	+$586	3	0.02%	Increased
1644	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$168K	-$33.4K	10	0.03%	Reduced
1645	BPIM Brant Point Investment Management New York	$165K	-$11.2M	1	0.02%	Reduced
1646	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$163K	$0	1	0.08%	Maintained
1647	EAM Eschler Asset Management London, United Kingdom	$160K	+$237K	1	0.33%	New
1648	FNBOSM First National Bank of South Miami South Miami, Florida	$159K	-$33.5K	2	0.11%	Reduced
1649	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$155K	-$1.62K	1	0.06%	Reduced
1650	XTX Topco George Town, Cayman Islands	$153K	-$2.09M	1	0.06%	Reduced