← 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	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$21.1M	+$48.1K	1	0.77%	Increased
327	Segall Bryant & Hamill Chicago, Illinois	$21.1M	+$20.8M	2	0.32%	New
328	Stifel Financial St. Louis, Missouri	$21M	+$10.5M	11	0.06%	Increased
329	Walleye Trading New York	$21M	-$7.06M	8	0.11%	Reduced
330	Scout Investments Kansas City, Missouri	$21M	+$10.3M	2	0.48%	Increased
331	MCM Matarin Capital Management New York	$20.9M	-$3.39M	2	1.51%	Reduced
332	Royal London Asset Management United Kingdom	$20.9M	+$21.9M	5	0.21%	New
333	OAM Origin Asset Management London, United Kingdom	$20.6M	+$15M	2	1.46%	Increased
334	KTA Keeley-Teton Advisors Chicago, Illinois	$20.6M	-$2.68M	2	1.41%	Reduced
335	Chartwell Investment Partners Berywn, Pennsylvania	$20.5M	-$271K	4	0.61%	Reduced
336	Salem Investment Counselors Winston Salem, North Carolina	$20.5M	+$563K	7	1.88%	Increased
337	MC Maplelane Capital New York	$20.5M	+$21.6M	1	0.44%	New
338	FCM Flinton Capital Management Philadelphia, Pennsylvania	$20.5M	+$2.67M	5	0.66%	Increased
339	GH GAM Holding Zurich, Switzerland	$20.3M	-$4.51M	10	0.71%	Reduced
340	Nisa Investment Advisors St. Louis, Missouri	$20.2M	+$811K	16	0.21%	Increased
341	PointState Capital New York	$19.4M	+$9.22M	1	0.22%	Increased
342	GWS Glassman Wealth Services Vienna, Virginia	$19.4M	+$11.6M	5	9.63%	Increased
343	DCM Dupont Capital Management Wilmington, Delaware	$19.4M	+$6.86M	9	0.46%	Increased
344	FSCM First Sabrepoint Capital Management Dallas, Texas	$19.4M	-$5.94M	2	11.73%	Reduced
345	CAM Cortina Asset Management Milwaukee, Wisconsin	$19.3M	+$1.87M	4	0.91%	Increased
346	GC GMT Capital Atlanta, Georgia	$19.1M	+$8.24M	2	0.45%	Increased
347	United Capital Financial Advisors Irving, Texas	$19.1M	+$353K	6	0.14%	Increased
348	Truist Financial Charlotte, North Carolina	$19M	-$1.09M	3	0.36%	Reduced
349	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$19M	-$3.06M	1	4.91%	Reduced
350	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$18.9M	+$2.25M	1	5.69%	Increased