← 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
1701	CPA Cowen Prime Advisors New York	$138K	$0	2	0.06%	Maintained
1702	ZIG Zullo Investment Group Scranton, Pennsylvania	$134K	+$7.47K	6	0.08%	Increased
1703	EAM Eschler Asset Management London, United Kingdom	$133K	+$154K	1	0.25%	New
1704	TIM Tortoise Investment Management White Plains, New York	$133K	$0	4	0.02%	Maintained
1705	AIM Acropolis Investment Management St. Louis, Missouri	$132K	-$721	1	0.01%	Reduced
1706	TAM Terrapin Asset Management Miami, Florida	$131K	+$130K	1	0.13%	New
1707	MC Muzinich & Co New York	$130K	+$59.2K	1	0.1%	Increased
1708	BHWM Beaird Harris Wealth Management Dallas, Texas	$127K	+$5.65K	3	0.02%	Increased
1709	AIC Archer Investment Corporation Carmel, Indiana	$124K	$0	2	0.05%	Maintained
1710	Baker Avenue Asset Management San Francisco, California	$124K	+$113K	10	0.01%	New
1711	DMKJ David M. Knott Jr	$123K	-$668K	1	0.05%	Reduced
1712	PCA Providence Capital Advisors Charlotte, North Carolina	$123K	-$25.2K	3	0.03%	Reduced
1713	GFPC Global Financial Private Client Sarasota, Florida	$121K	$0	3	0.07%	Maintained
1714	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$120K	$0	5	0.08%	Maintained
1715	SC Seldon Capital San Francisco, California	$120K	$0	3	0.1%	Maintained
1716	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$118K	+$32.1K	1	0.1%	Increased
1717	MHR Matthew Hamilton Rosenberg	$117K	$0	3	0.04%	Maintained
1718	PWS Precision Wealth Strategies Saint Louis, Missouri	$115K	-$1.81K	1	0.12%	Reduced
1719	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$111K	+$103K	7	0.01%	New
1720	CIA Capital Impact Advisors Boston, Massachusetts	$111K	+$59.8K	1	0.11%	Increased
1721	JRCM Jones Road Capital Management New York	$109K	$0	1	0.1%	Maintained
1722	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$105K	+$99.6K	2	0.05%	New
1723	IP Intellectus Partners San Francisco, California	$105K	-$71.6K	1	0.04%	Reduced
1724	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$101K	+$99.6K	1	0.18%	New
1725	VNA Valley National Advisers Bethlehem, Pennsylvania	$100K	$0	3	0.02%	Maintained