← 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
376	Walleye Trading New York	$10.7M	+$994K	9	0.08%	Increased
377	MFWM Motley Fool Wealth Management Alexandria, Virginia	$10.7M	+$5.4M	1	0.77%	Increased
378	SGAM Smith Group Asset Management Dallas, Texas	$10.6M	-$1.99M	1	0.58%	Reduced
379	GTP Global Thematic Partners New York	$10.6M	-$6.09M	1	0.85%	Reduced
380	Amalgamated Bank New York	$10.5M	-$1.34M	12	0.26%	Reduced
381	GCM Glendon Capital Management Santa Monica, California	$10.4M	$0	1	3.39%	Maintained
382	JAM JLP Asset Management New York	$10.3M	+$3.6M	1	7.16%	Increased
383	Salem Investment Counselors Winston Salem, North Carolina	$10.3M	+$206K	6	1.07%	Increased
384	State of Michigan Retirement System Lansing, Michigan	$10.3M	-$5.56K	8	0.11%	Reduced
385	WAM Wilsey Asset Management San Diego, California	$10.3M	+$858K	1	5.25%	Increased
386	Hancock Whitney Gulfport, Mississippi	$10.1M	-$5.45M	8	0.39%	Reduced
387	SCM Stadium Capital Management New Canaan, Connecticut	$10M	-$2.83M	1	5.69%	Reduced
388	ING Group Amsterdam, Netherlands	$10M	+$13.1M	2	0.43%	Increased
389	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$9.99M	+$1.7M	1	4.86%	Increased
390	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.91M	-$9.18M	5	0.15%	Reduced
391	LCM Lomas Capital Management New York	$9.85M	+$13.7M	1	0.98%	New
392	US Bancorp Minneapolis, Minnesota	$9.83M	+$173K	23	0.03%	Increased
393	Thompson Siegel & Walmsley Richmond, Virginia	$9.83M	+$13.6M	4	0.23%	Increased
394	EMG Ellington Management Group Old Greenwich, Connecticut	$9.79M	+$15M	12	2.3%	Increased
395	OCAM Owl Creek Asset Management New York	$9.77M	-$12.4M	1	0.78%	Reduced
396	NIMC NWQ Investment Management Company Los Angeles, California	$9.69M	-$6.29M	1	0.39%	Reduced
397	OAM Oxford Asset Management Oxford, United Kingdom	$9.68M	-$23.5M	1	1.36%	Reduced
398	AP Archon Partners Princeton Junction, New Jersey	$9.68M	$0	1	2.09%	Maintained
399	WorldQuant Millennium Advisors New York	$9.67M	-$965K	2	0.24%	Reduced
400	PC Periscope Capital Toronto, Ontario, Canada	$9.62M	+$1.09M	1	1.17%	Increased