← 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	RA RiverPark Advisors New York	$98.4K	+$27.5K	1	0.09%	Increased
2027	Thompson Siegel & Walmsley Richmond, Virginia	$97K	-$123K	3	0%	Reduced
2028	LFA LGT Financial Advisors Dallas, Texas	$96.2K	+$42.2K	9	0.12%	Increased
2029	AIM Arcadia Investment Management Kalamazoo, Michigan	$96.1K	+$12.4K	1	0.02%	Increased
2030	FP Financial Perspectives Minneapolis, Minnesota	$95K	$0	4	0.04%	Maintained
2031	Northwest Financial Advisors Herndon, Virginia	$94.7K	+$77K	3	0.08%	New
2032	FF Friedenthal Financial Marlton, New Jersey	$94K	-$784K	2	0.06%	Reduced
2033	Trust Company of Vermont Brattleboro, Vermont	$92.8K	-$11.4K	4	0.01%	Reduced
2034	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$91.6K	+$74.3K	2	0.06%	New
2035	AP Aspect Partners Fairfax, Virginia	$91.4K	+$76.2K	5	0.06%	New
2036	Meag Munich Ergo Munich, Germany	$91K	$0	1	0%	Maintained
2037	RFS Richardson Financial Services Medway, Massachusetts	$89.8K	+$73.6K	3	0.08%	New
2038	KC Kepos Capital New York	$88K	+$11.5K	1	0.03%	Increased
2039	CIM Chiron Investment Management New York	$87.5K	-$58.1K	1	0.03%	Reduced
2040	FWM FSA Wealth Management Needham, Massachusetts	$87K	+$72K	3	0.04%	New
2041	Scarborough Advisors Annapolis, Maryland	$81.7K	+$66.9K	4	0.02%	New
2042	AWM Ameliora Wealth Management Zurich, Switzerland	$81.4K	$0	1	0.04%	Maintained
2043	DT Investment Partners Chadds Ford, Pennsylvania	$81.3K	$0	3	0.01%	Maintained
2044	RFG RFP Financial Group Atlanta, Georgia	$80.5K	-$2.79K	6	0.03%	Reduced
2045	CCA Criterion Capital Advisors Nashville, Tennessee	$78.8K	+$67.7K	3	0.06%	New
2046	LAM Lummis Asset Management Fort Worth, Texas	$77K	+$66.2K	1	0.06%	New
2047	RS Rakuten Securities Tokyo, Japan	$76.9K	+$63.6K	5	0.06%	New
2048	WTG West Tower Group Richmond, Virginia	$75.1K	-$592K	4	0.15%	Reduced
2049	PB Pinnacle Bancorp Beatrice, Nebraska	$72.6K	$0	4	0.02%	Maintained
2050	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$72.5K	+$62.4K	3	0.03%	New