← 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	FP Foundry Partners Minneapolis, Minnesota	$15M	-$9.89M	5	0.95%	Reduced
402	US Bancorp Minneapolis, Minnesota	$14.9M	-$1.34M	25	0.03%	Reduced
403	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$14.9M	+$4.53M	12	0.1%	Increased
404	ACB Aristotle Capital Boston Boston, Massachusetts	$14.9M	-$1.48M	1	0.5%	Reduced
405	CAAS Capital Asset Advisory Services Williamston, Michigan	$14.9M	+$5.96M	1	1.94%	Increased
406	SRC Shufro Rose & Co New York	$14.7M	+$61.5K	1	1.46%	Increased
407	PEAK6 Investments Chicago, Illinois	$14.4M	+$16.4M	7	0.06%	New
408	EP Edgestream Partners Princeton, New Jersey	$14.4M	+$1.58M	4	1.12%	Increased
409	OBGC O'Brien Greene & Co Media, Pennsylvania	$14.3M	+$11.1M	2	1.9%	Increased
410	Commerce Bank Kansas City, Missouri	$14.2M	+$2.26M	8	0.12%	Increased
411	Castle Hook Partners New York	$14.1M	+$15.4M	1	2.24%	New
412	Fort Washington Investment Advisors Cincinnati, Ohio	$14M	+$225K	3	0.12%	Increased
413	Obermeyer Wealth Partners Aspen, Colorado	$14M	+$526K	2	1.14%	Increased
414	Park National Corp Newark, Ohio	$14M	-$284K	1	0.7%	Reduced
415	RBF Capital San Francisco, California	$14M	-$1.14M	9	1.18%	Reduced
416	ProShare Advisors Bethesda, Maryland	$13.9M	+$863K	15	0.05%	Increased
417	Tudor Investment Corp Stamford, Connecticut	$13.9M	-$557K	8	0.3%	Reduced
418	RI Redwood Investments Boston, Massachusetts	$13.9M	+$4.09M	2	1.87%	Increased
419	Saba Capital Management New York	$13.9M	+$2.21M	1	0.16%	Increased
420	Cooke & Bieler Philadelphia, Pennsylvania	$13.8M	-$263K	1	0.15%	Reduced
421	MAM Mark Asset Management New York	$13.6M	+$5.14M	2	3.36%	Increased
422	Vident Investment Advisory Alpharetta, Georgia	$13.6M	-$5.43M	8	0.44%	Reduced
423	IFM Investors Melbourne, Australia	$13.5M	+$552K	5	0.25%	Increased
424	Utah Retirement Systems Salt Lake City, Utah	$13.5M	-$74.5K	6	0.23%	Reduced
425	LCM Landscape Capital Management Englewood, New Jersey	$13.4M	+$9.76M	3	1.76%	Increased