← 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
2051	TC Trust Company Manhattan, Kansas	$72.2K	$0	1	0.01%	Maintained
2052	GPI General Partner Inc Pittsburgh, Pennsylvania	$72.2K	$0	1	0.06%	Maintained
2053	JFA JNBA Financial Advisors Bloomington, Minnesota	$71.7K	$0	1	0.01%	Maintained
2054	EC EdgeRock Capital Denver, Colorado	$71.4K	-$239K	3	0.05%	Reduced
2055	AWM AllSquare Wealth Management Albany, New York	$71.2K	$0	1	0.04%	Maintained
2056	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$70.2K	+$60.3K	1	0.01%	New
2057	LF Lee Financial Dallas, Texas	$68.7K	-$1.81K	6	0.01%	Reduced
2058	RIM Rockbridge Investment Management Syracuse, New York	$68.6K	+$57.4K	2	0.01%	New
2059	ECM Estabrook Capital Management New York	$66.4K	$0	2	0.01%	Maintained
2060	AP Arlington Partners Birmingham, Alabama	$66.4K	-$199K	2	0.02%	Reduced
2061	Gradient Investments Arden Hills, Minnesota	$65.8K	+$1.08K	5	0%	Increased
2062	MC Muzinich & Co New York	$64.9K	$0	1	0.04%	Maintained
2063	FCMT Founders Capital Management (Texas) Houston, Texas	$64.9K	$0	2	0.05%	Maintained
2064	RG Retirement Group San Diego, California	$64.4K	$0	1	0.03%	Maintained
2065	CH Canton Hathaway Providence, Rhode Island	$64K	+$19.1K	2	0.02%	Increased
2066	FIA FNY Investment Advisers New York	$64K	-$972K	1	0.07%	Reduced
2067	PP Pacifica Partners Surrey, Canada	$63.3K	$0	1	0.03%	Maintained
2068	CHC City Holding Co Charleston, West Virginia	$62.9K	$0	1	0.01%	Maintained
2069	DJSG D.J. St. Germain Springfield, Massachusetts	$62.2K	-$6.78K	3	0%	Reduced
2070	CA Crewe Advisors Salt Lake City, Utah	$61.7K	+$10.1K	2	0.01%	Increased
2071	PCFFS Pacific Center for Financial Services San Ramon, California	$61.7K	-$9.69K	1	0.02%	Reduced
2072	SCM Stonehill Capital Management New York	$61K	$0	1	0.12%	Maintained
2073	CCMI Creative Capital Management Investments San Diego, California	$60.8K	$0	1	0.04%	Maintained
2074	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$59.6K	$0	1	0.02%	Maintained
2075	NMM Naples Money Management Naples, Florida	$58.6K	+$47K	5	0.05%	New