← 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
2026	MAM Mark Asset Management New York	$0	-$13M	0	–	Closed
2027	Marshall Wace Asia Central, Hong Kong	$0	-$40K	0	–	Closed
2028	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	$0	0	–	Closed
2029	Maven Securities St Helier, Jersey	$0	-$31K	0	–	Closed
2030	MC Mayar Capital London, United Kingdom	$0	-$2.36M	0	–	Closed
2031	ME McIlrath & Eck Arlington, Washington	$0	+$515	1	0%	New
2032	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$51K	0	–	Closed
2033	MWA Moser Wealth Advisors Bellevue, Washington	$0	-$2K	0	–	Closed
2034	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$24K	0	–	Closed
2035	NL NKCFO LLC Geneva, Illinois	$0	-$181K	0	–	Closed
2036	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$5K	0	–	Closed
2037	NG NWK Group San Francisco, California	$0	-$26K	0	–	Closed
2038	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$293K	0	–	Closed
2039	Orion Portfolio Solutions Omaha, Nebraska	$0	-$273K	0	–	Closed
2040	Pallas Capital Advisors Braintree, Massachusetts	$0	-$3.4M	0	–	Closed
2041	Personal Capital Advisors Redwood City, California	$0	-$223K	0	–	Closed
2042	PCMC Private Capital Management (Colorado) Denver, Colorado	$0	-$205K	0	–	Closed
2043	RWM RBA Wealth Management Newport Beach, California	$0	-$2.6M	0	–	Closed
2044	RCM Regency Capital Management Honolulu, Hawaii	$0	-$24K	0	–	Closed
2045	RCMC RK Capital Management (Colorado) Denver, Colorado	$0	-$11.5M	0	–	Closed
2046	RWB RMR Wealth Builders Montclair, New Jersey	$0	-$58K	0	–	Closed
2047	RF Robbins Farley Bedford, New Hampshire	$0	-$10K	0	–	Closed
2048	Rokos Capital Management (UK) London, United Kingdom	$0	-$1.2M	0	–	Closed
2049	Samlyn Capital New York	$0	-$3.7M	0	–	Closed
2050	SAM Sandbar Asset Management London, United Kingdom	$0	-$11.9M	0	–	Closed