← 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	AP Atwood & Palmer Kansas City, Missouri	$34.3M	+$931K	3	1.95%	Increased
327	Candriam SCA Strassen, Luxembourg, Luxembourg	$34.2M	+$18.2M	6	0.17%	Increased
328	AU Algebris (UK) London, United Kingdom	$34.2M	+$34.1M	1	2.71%	New
329	XTX Topco George Town, Cayman Islands	$33.9M	+$22.4M	22	0.89%	Increased
330	MIM Miller Investment Management West Conshohocken, Pennsylvania	$33.9M	-$2.12M	3	3.31%	Reduced
331	Moran Wealth Management Naples, Florida	$33.9M	-$120K	5	1.04%	Reduced
332	GA GRS Advisors Chicago, Illinois	$33.9M	-$12.3M	1	3.04%	Reduced
333	SCM Sophron Capital Management Summit, New Jersey	$33.6M	-$13.7M	4	10.8%	Reduced
334	DA Denali Advisors San Diego, California	$33.5M	+$3.9M	11	3.72%	Increased
335	Carson Wealth (CWM LLC) Omaha, Nebraska	$33.3M	+$6.03M	31	0.09%	Increased
336	Capital International Inc Los Angeles, California	$33.1M	+$3.95M	2	0.26%	Increased
337	OFI Invest Asset Management Paris, France	$32.9M	+$22.2M	1	0.47%	Increased
338	CIBC Asset Management Toronto, Ontario, Canada	$32.3M	+$15.3M	10	0.08%	Increased
339	OBC Oakum Bay Capital Westport, Connecticut	$32.2M	+$34.3M	6	15.72%	New
340	Los Angeles Capital Management Los Angeles, California	$32M	-$32.3M	23	0.11%	Reduced
341	CU CDAM (UK) London, United Kingdom	$31.9M	+$4.65M	1	5.81%	Increased
342	INTECH Investment Management West Palm Beach, Florida	$31.8M	-$738K	21	0.28%	Reduced
343	NCM Nitor Capital Management Englewood Cliffs, New Jersey	$31.8M	+$30M	1	28.27%	New
344	CIBC World Markets New York	$31.5M	+$33.3M	12	0.15%	New
345	Obermeyer Wealth Partners Aspen, Colorado	$31.3M	-$725K	5	1.43%	Reduced
346	Y-Intercept (HK) Hong Kong	$31.2M	+$4.56M	12	0.7%	Increased
347	RBF Capital San Francisco, California	$31.1M	-$791K	11	1.38%	Reduced
348	Zacks Investment Management Chicago, Illinois	$31.1M	-$335K	2	0.24%	Reduced
349	Edmond de Rothschild Holding Chambesy, Switzerland	$31.1M	$0	1	0.44%	Maintained
350	Glenmede Trust Philadelphia, Pennsylvania	$31M	+$33M	14	0.15%	New