← 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
426	New York Life Investment Management New York	$8.71M	+$8.28M	2	0.99%	Increased
427	CF Cypress Funds Los Angeles, California	$8.68M	+$8.25M	2	2.62%	New
428	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$8.62M	-$2.4M	1	1.7%	Reduced
429	BLM Bennett Lawrence Management New York	$8.61M	+$5.62M	2	2.26%	Increased
430	CF CNA Financial Chicago, Illinois	$8.54M	-$43.2K	4	1.95%	Reduced
431	BHB Bank Hapoalim BM Tel Aviv, Israel	$8.52M	+$44.7K	1	1.67%	Increased
432	LSC Lesa Sroufe & Co Seattle, Washington	$8.51M	-$862K	2	5.84%	Reduced
433	Williams Jones & Associates New York	$8.5M	-$7.26K	1	0.33%	Reduced
434	AM Account Management Boxford, Massachusetts	$8.43M	+$223K	1	6.74%	Increased
435	GS GAM Systematic Cambridge, United Kingdom	$8.43M	+$6.09M	5	1.07%	Increased
436	Bridgewater Associates Westport, Connecticut	$8.4M	+$8.23M	1	0.08%	New
437	PAM PartnerRe Asset Management Greenwich, Connecticut	$8.35M	+$8.13M	4	1.57%	Increased
438	D.A. Davidson & Co Great Falls, Montana	$8.35M	+$94.8K	9	0.27%	Increased
439	Utah Retirement Systems Salt Lake City, Utah	$8.3M	-$67.1K	7	0.22%	Reduced
440	AL Airain Ltd St. Peter Port, Guernsey	$8.19M	+$6.84M	4	0.46%	Increased
441	LSV Asset Management Chicago, Illinois	$8.13M	+$6.82M	3	0.02%	Increased
442	AC AFAM Capital Austin, Texas	$8.12M	+$58.9K	1	1.08%	Increased
443	Hancock Whitney Gulfport, Mississippi	$8.09M	$0	1	0.31%	Maintained
444	SIG Schaller Investment Group Winston Salem, North Carolina	$8.07M	$0	1	4.95%	Maintained
445	QI Qualcomm Inc San Diego, California	$8.04M	-$3.51M	1	0.91%	Reduced
446	VCM Vision Capital Management Portland, Oregon	$8.02M	+$8.07M	1	1.49%	New
447	WM WCG Management New York	$7.98M	+$7.75M	4	3.49%	New
448	GCP GSA Capital Partners London, United Kingdom	$7.95M	+$2.42M	11	0.31%	Increased
449	Parallax Volatility Advisers San Francisco, California	$7.92M	+$151K	5	0.02%	Increased
450	FG FSI Group Cincinnati, Ohio	$7.88M	-$473K	3	3.06%	Reduced