← 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	AWM Avitas Wealth Management Los Angeles, California	$0	-$490K	0	–	Closed
2027	Badgley Phelps Wealth Managers Seattle, Washington	$0	-$15.4M	0	–	Closed
2028	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$5.74M	0	–	Closed
2029	BC Barnett & Company Chattanooga, Tennessee	$0	-$103K	0	–	Closed
2030	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$2.51M	0	–	Closed
2031	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$230K	0	–	Closed
2032	BP BBR Partners New York	$0	-$244K	0	–	Closed
2033	BAM Beaumont Asset Management Beaumont, Texas	$0	-$889K	0	–	Closed
2034	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$0	-$285K	0	–	Closed
2035	BSI Bennett Selby Investments Falmouth, Maine	$0	-$207K	0	–	Closed
2036	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$4.94M	0	–	Closed
2037	BWM BlackDiamond Wealth Management New York	$0	-$266K	0	–	Closed
2038	BCM Bluefin Capital Management New York	$0	-$5.67M	0	–	Closed
2039	BHCM Boulder Hill Capital Management New York	$0	-$835K	0	–	Closed
2040	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$1.13M	0	–	Closed
2041	BA Bridgewater Advisors New York	$0	-$3.28M	0	–	Closed
2042	BRF B. Riley Financial Los Angeles, California	$0	-$164K	0	–	Closed
2043	BMCM Burns Matteson Capital Management Corning, New York	$0	-$862K	0	–	Closed
2044	CCA Cadent Capital Advisors Tulsa, Oklahoma	$0	-$5.34M	0	–	Closed
2045	CH Canton Hathaway Providence, Rhode Island	$0	-$136K	0	–	Closed
2046	Caprock Group Boise, Idaho	$0	-$283K	0	–	Closed
2047	CCM Carlson Capital Management Northfield, Minnesota	$0	-$230K	0	–	Closed
2048	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$0	+$504	1	0%	New
2049	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$0	-$2K	0	–	Closed
2050	Caxton Associates (New York) New York	$0	-$2.24M	0	–	Closed