← 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	Zacks Investment Management Chicago, Illinois	$23.1M	+$1.36M	7	0.32%	Increased
377	Algert Global San Francisco, California	$23.1M	+$13.6M	14	1.51%	Increased
378	Montrusco Bolton Investments Montreal, Quebec, Canada	$23.1M	+$5.8M	1	0.53%	Increased
379	Cooke & Bieler Philadelphia, Pennsylvania	$22.9M	-$7.99M	1	0.2%	Reduced
380	Weiss Multi-Strategy Advisers New York	$22.3M	+$3.86M	3	0.52%	Increased
381	Bank of Nova Scotia Toronto, Ontario, Canada	$22.3M	-$78.9M	6	0.04%	Reduced
382	CAM Crown Advisors Management Larkspur, California	$22.2M	+$3.9M	5	15.66%	Increased
383	ACM Ashford Capital Management Wilmington, Delaware	$22.2M	+$899K	1	2.39%	Increased
384	Walleye Capital New York	$21.6M	+$6.56M	6	0.58%	Increased
385	Colony Group Boston, Massachusetts	$21.6M	+$10.3M	5	0.32%	Increased
386	Tower Research Capital (TRC) New York	$21.5M	+$12.5M	31	0.21%	Increased
387	MIM Miller Investment Management West Conshohocken, Pennsylvania	$21M	-$236K	3	3.31%	Reduced
388	SAM Securian Asset Management St Paul, Minnesota	$20.9M	-$1.17M	9	0.41%	Reduced
389	WC Wexford Capital West Palm Beach, Florida	$20.8M	+$4.14M	2	1.05%	Increased
390	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$20.7M	+$466K	1	1.22%	Increased
391	Kovitz Investment Group Partners Chicago, Illinois	$20.5M	-$9.64M	4	0.39%	Reduced
392	RBF Capital San Francisco, California	$20.4M	-$101K	8	1.3%	Reduced
393	Banque Pictet & Cie Geneva 73, Switzerland	$20.4M	+$89.7K	4	0.16%	Increased
394	Chilton Capital Management Houston, Texas	$20.4M	-$481K	1	1.07%	Reduced
395	HCMG Howard Capital Management Group Los Angeles, California	$20.3M	+$155K	1	1.84%	Increased
396	MCM Maltese Capital Management New York	$20.2M	-$906K	3	3.81%	Reduced
397	US Bancorp Minneapolis, Minnesota	$20.2M	-$1.7M	26	0.03%	Reduced
398	SC Sasco Capital Fairfield, Connecticut	$19.9M	-$1.69M	1	2.47%	Reduced
399	EIA Edgemoor Investment Advisors Bethesda, Maryland	$19.8M	+$405K	1	2.09%	Increased
400	RBCM Raub Brock Capital Management Larkspur, California	$19.7M	-$3.63M	1	3.36%	Reduced