← 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	Banque Pictet & Cie Geneva 73, Switzerland	$17.2M	-$2.18M	4	0.19%	Reduced
377	United Capital Financial Advisors Irving, Texas	$17.1M	-$4.06M	6	0.1%	Reduced
378	BWM Bulltick Wealth Management Miami, Florida	$17.1M	-$151K	2	5.13%	Reduced
379	Manning & Napier Group Fairport, New York	$17M	+$3.39M	2	0.22%	Increased
380	EIA Edgemoor Investment Advisors Bethesda, Maryland	$16.8M	+$77.9K	1	2.24%	Increased
381	AC AltraVue Capital Bellevue, Washington	$16.7M	-$895K	1	2.5%	Reduced
382	Aristeia Capital Greenwich, Connecticut	$16.7M	+$493K	1	0.29%	Increased
383	Empowered Funds Havertown, Pennsylvania	$16.5M	+$8.61M	4	1.6%	Increased
384	RBCM Raub Brock Capital Management Larkspur, California	$16.5M	-$986K	1	3.44%	Reduced
385	Mirae Asset Global Investments Seoul, South Korea	$16.5M	+$5.76M	15	0.04%	Increased
386	Aptus Capital Advisors Fairhope, Alabama	$16.4M	-$3.29M	4	0.39%	Reduced
387	ACM Ashford Capital Management Wilmington, Delaware	$16.4M	-$4.25M	1	2.49%	Reduced
388	MCM Maltese Capital Management New York	$16.3M	+$960K	3	3.74%	Increased
389	Regions Financial Corp Birmingham, Alabama	$16.2M	+$1.21M	4	0.16%	Increased
390	CIBC World Markets New York	$16M	-$4.49M	6	0.22%	Reduced
391	Crossmark Global Holdings Houston, Texas	$15.9M	-$541K	8	0.44%	Reduced
392	MPM Meritage Portfolio Management Overland Park, Kansas	$15.7M	+$4.4M	4	1.3%	Increased
393	Ninety One (UK) London, United Kingdom	$15.6M	+$1.27M	1	0.05%	Increased
394	Calamos Advisors Naperville, Illinois	$15.6M	-$4.05M	1	0.07%	Reduced
395	HCM Harspring Capital Management New York	$15.5M	$0	1	3.7%	Maintained
396	CIM Cambria Investment Management Manhattan Beach, California	$15.4M	+$1.1M	3	1.66%	Increased
397	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$15.1M	+$5.77M	5	0.31%	Increased
398	JGC J. Goldman & Co New York	$15.1M	+$6.67M	4	0.72%	Increased
399	BCAM Boston Common Asset Management Boston, Massachusetts	$15M	-$11.8M	1	0.79%	Reduced
400	AP Archon Partners Princeton Junction, New Jersey	$15M	$0	1	2.85%	Maintained