← 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
326	ECA Endeavour Capital Advisors Greenwich, Connecticut	$15.6M	-$2.92M	1	1.24%	Reduced
327	Hennessy Advisors Inc Novato, California	$15.6M	+$2.62M	1	0.45%	Increased
328	Voloridge Investment Management Jupiter, Florida	$15.6M	+$14.4M	1	0.75%	New
329	Bowen Hanes & Co Ponte Vedra Beach, Florida	$15.5M	$0	1	0.75%	Maintained
330	MFM Marianas Fund Management New York	$15.5M	+$13.8M	1	3.41%	New
331	Wasatch Advisors Salt Lake City, Utah	$15.2M	-$14.2K	1	0.16%	Reduced
332	Nisa Investment Advisors St. Louis, Missouri	$15.2M	+$538K	10	0.21%	Increased
333	AHL Partners London, United Kingdom	$14.8M	+$6.67M	3	0.59%	Increased
334	CP Cumberland Partners Toronto, Ontario, Canada	$14.6M	-$642K	1	1.61%	Reduced
335	Eaton Vance Management Boston, Massachusetts	$14.6M	+$39.1K	3	0.04%	Increased
336	GIM Greystone Investment Management Cincinnati, Ohio	$14.5M	+$346K	1	5.59%	Increased
337	RAM RWC Asset Management London, United Kingdom	$14.4M	-$13.5M	3	1.17%	Reduced
338	CC Coastland Capital Palo Alto, California	$14.4M	-$9.07M	1	0.48%	Reduced
339	EA Euclid Advisors Hartford, Connecticut	$14.3M	-$2.4M	3	0.26%	Reduced
340	SIA SeaBridge Investment Advisors Summit, New Jersey	$14.2M	+$49.4K	2	2.85%	Increased
341	Spot Trading Chicago, Illinois	$14M	-$109K	9	0.14%	Reduced
342	People's United Financial Bridgeport, Connecticut	$13.9M	+$54.3K	3	0.71%	Increased
343	Public Employees Retirement Association of Colorado Denver, Colorado	$13.9M	-$2.8M	16	0.11%	Reduced
344	Sculptor Capital New York	$13.9M	$0	1	0.04%	Maintained
345	VBCP Vollero Beach Capital Partners New York	$13.8M	+$12.4M	2	1.37%	New
346	SCM Sandler Capital Management New York	$13.6M	+$2.46M	1	0.84%	Increased
347	PNC Financial Services Group Pittsburgh, Pennsylvania	$13.6M	+$2.29M	22	0.01%	Increased
348	Blackstone Inc New York	$13.5M	-$11.1M	2	0.04%	Reduced
349	PEAK6 Group Chicago, Illinois	$13.4M	+$3.15M	9	0.1%	Increased
350	GH GAM Holding Zurich, Switzerland	$13.4M	-$495K	7	0.2%	Reduced