← 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
401	Schonfeld Strategic Advisors New York	$18.5M	+$8.99M	9	0.25%	Increased
402	SCM Sirios Capital Management Boston, Massachusetts	$18.4M	+$2.65M	1	1.43%	Increased
403	5NCM 59 North Capital Management Houston, Texas	$18.4M	+$18M	1	6.86%	New
404	Crossmark Global Holdings Houston, Texas	$18.4M	+$5.21M	14	0.46%	Increased
405	Pacer Advisors Malvern, Pennsylvania	$18.3M	+$2.32M	12	0.34%	Increased
406	TCM Tygh Capital Management Portland, Oregon	$18.3M	-$3.4M	2	2.84%	Reduced
407	MAM Mark Asset Management New York	$18.3M	-$3.37M	3	2.19%	Reduced
408	ExodusPoint Capital Management New York	$18.3M	+$9.32M	11	0.18%	Increased
409	Chilton Capital Management Houston, Texas	$18.1M	+$1.03M	1	1.3%	Increased
410	SRC Shufro Rose & Co New York	$18M	-$2.36M	1	1.51%	Reduced
411	RBF Capital San Francisco, California	$17.9M	+$125K	9	1.37%	Increased
412	QS Investors New York	$17.8M	+$589K	12	0.21%	Increased
413	PAG Pinnacle Advisory Group Columbia, Maryland	$17.8M	+$13.8M	1	1.07%	Increased
414	Capital International Investors Los Angeles, California	$17.7M	$0	1	0%	Maintained
415	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17.7M	+$63.9K	1	0.79%	Increased
416	Janney Montgomery Scott Philadelphia, Pennsylvania	$17.3M	-$3.2M	11	0.08%	Reduced
417	Hancock Whitney Gulfport, Mississippi	$17.2M	+$9.64M	6	0.58%	Increased
418	MC Muhlenkamp & Co Wexford, Pennsylvania	$16.9M	+$81.9K	2	6.81%	Increased
419	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$16.9M	+$5.88M	4	0.99%	Increased
420	HCMNY Howard Capital Management (New York) New York	$16.7M	+$890K	1	1.87%	Increased
421	HCM Harspring Capital Management New York	$16.7M	+$6.78M	2	3.41%	Increased
422	Palisade Capital Management Fort Lee, New Jersey	$16.6M	+$16.5M	1	0.43%	New
423	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$16.4M	+$528K	1	3.82%	Increased
424	Första AP-fonden Stockholm, Sweden	$16.4M	+$5.39M	4	0.25%	Increased
425	Utah Retirement Systems Salt Lake City, Utah	$16.4M	+$372K	6	0.23%	Increased