← 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
351	DCM Dynamic Capital Management St. Helier, Jersey	$11.2M	+$10.6M	6	1.31%	Increased
352	Eaton Vance Management Boston, Massachusetts	$11.1M	+$6.34M	3	0.03%	Increased
353	M&T Bank Buffalo, New York	$11.1M	-$109K	8	0.07%	Reduced
354	TI Trigran Investments Northbrook, Illinois	$11.1M	-$130K	1	2.92%	Reduced
355	MVM McClain Value Management New Canaan, Connecticut	$10.9M	+$4.16M	3	9.27%	Increased
356	Public Employees Retirement Association of Colorado Denver, Colorado	$10.9M	-$422K	15	0.09%	Reduced
357	DIA Denver Investment Advisors Denver, Colorado	$10.8M	+$173K	3	0.49%	Increased
358	MCM Maltese Capital Management New York	$10.8M	-$12.2M	5	1.35%	Reduced
359	Panagora Asset Management Boston, Massachusetts	$10.8M	+$801K	11	0.05%	Increased
360	Baird Financial Group Milwaukee, Wisconsin	$10.7M	+$2.7M	3	0.1%	Increased
361	DCM Dupont Capital Management Wilmington, Delaware	$10.7M	-$1.94M	7	0.24%	Reduced
362	QI Qualcomm Inc San Diego, California	$10.7M	$0	1	1.44%	Maintained
363	SCM SG Capital Management Chicago, Illinois	$10.6M	+$6.2M	1	2.61%	Increased
364	PP Patten & Patten Chattanooga, Tennessee	$10.6M	-$400K	3	1.47%	Reduced
365	UIM Underhill Investment Management Greenbrae, California	$10.6M	+$10.3M	1	5.71%	New
366	Colony Group Boston, Massachusetts	$10.5M	+$9.83M	2	1.16%	Increased
367	GH GAM Holding Zurich, Switzerland	$10.4M	+$723K	7	0.16%	Increased
368	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.4M	+$272K	12	0.3%	Increased
369	LPC Loeb Partners Corp New York	$10.2M	-$4.64M	3	3.37%	Reduced
370	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.2M	+$5.19M	2	1.28%	Increased
371	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$10.2M	+$10.1M	1	0.99%	New
372	GIM Greystone Investment Management Cincinnati, Ohio	$10.1M	-$46.8K	1	4.58%	Reduced
373	JCM Jag Capital Management St Louis, Missouri	$9.9M	-$252K	1	2.14%	Reduced
374	PP Paloma Partners Greenwich, Connecticut	$9.9M	+$982K	7	0.11%	Increased
375	US Bancorp Minneapolis, Minnesota	$9.67M	+$969K	22	0.04%	Increased