← 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	RBF Capital San Francisco, California	$32M	+$263K	10	1.94%	Increased
377	M&T Bank Buffalo, New York	$31.9M	+$495K	16	0.12%	Increased
378	SCM Sandler Capital Management New York	$31.7M	+$15.7M	3	2.62%	Increased
379	EP Edgestream Partners Princeton, New Jersey	$31.4M	+$9.3M	14	2.26%	Increased
380	EIA Edgemoor Investment Advisors Bethesda, Maryland	$31.3M	-$300K	1	3.27%	Reduced
381	Verition Fund Management Greenwich, Connecticut	$31.2M	-$13.7M	14	0.24%	Reduced
382	Park National Corp Newark, Ohio	$31M	+$2.54M	1	1.27%	Increased
383	WCM Windward Capital Management Los Angeles, California	$30.9M	+$2.06M	1	2.68%	Increased
384	Vinva Investment Management Sydney, Australia	$30.7M	-$5.39M	7	2.09%	Reduced
385	Advisors Capital Management Ridgewood, New Jersey	$30.6M	-$2.62M	3	0.62%	Reduced
386	Aware Super Sydney, Australia	$30.4M	+$24.4M	3	0.41%	New
387	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$30.2M	+$2.52M	1	2.62%	Increased
388	CA CapWealth Advisors Franklin, Tennessee	$30.1M	-$275K	1	3.67%	Reduced
389	ProShare Advisors Bethesda, Maryland	$30M	-$631K	17	0.09%	Reduced
390	FP Foundry Partners Minneapolis, Minnesota	$29.9M	-$890K	7	1.8%	Reduced
391	Wealthfront Advisers Palo Alto, California	$29.7M	+$1.33M	4	0.11%	Increased
392	RIM Ranger Investment Management Dallas, Texas	$29.5M	+$5.82M	2	1.79%	Increased
393	Jump Financial Chicago, Illinois	$29M	-$751K	16	0.92%	Reduced
394	Bessemer Group Woodbridge, New Jersey	$28.5M	+$17.7M	20	0.06%	Increased
395	Creative Planning Overland Park, Kansas	$28.5M	+$2.67M	20	0.05%	Increased
396	SAM Scopus Asset Management New York	$28.3M	+$12.8M	3	0.72%	Increased
397	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$28M	-$585K	16	0.58%	Reduced
398	Palisade Capital Management Fort Lee, New Jersey	$28M	-$1.72M	2	0.74%	Reduced
399	KBC Group Brussels, Belgium	$28M	+$4.73M	19	0.1%	Increased
400	Cresset Asset Management Chicago, Illinois	$27.9M	+$1.83M	10	0.17%	Increased