← 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	WC Wexford Capital West Palm Beach, Florida	$24.3M	+$22.1M	2	1.02%	New
427	DnB Asset Management Oslo, Norway	$24.3M	+$4.16M	3	0.14%	Increased
428	Polar Capital Holdings London, United Kingdom	$24.2M	$0	1	0.09%	Maintained
429	Tudor Investment Corp Stamford, Connecticut	$24.2M	-$19.2M	10	0.4%	Reduced
430	WCP Waterfront Capital Partners New York	$24M	+$21.5M	2	1.46%	New
431	Walleye Capital New York	$23.6M	+$1.2M	8	0.73%	Increased
432	ACB Aristotle Capital Boston Boston, Massachusetts	$23.5M	-$496K	1	0.55%	Reduced
433	Congress Asset Management Boston, Massachusetts	$23.3M	-$49.9K	3	0.18%	Reduced
434	MSR Main Street Research Lakeville, Connecticut	$23.2M	+$1.72M	1	1.79%	Increased
435	SGI Summit Global Investments Bountiful, Utah	$23.2M	-$2.12M	3	1.49%	Reduced
436	Bradley Foster & Sargent Hartford, Connecticut	$23M	-$297K	3	0.48%	Reduced
437	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$22.9M	+$143K	2	1.41%	Increased
438	SRC Shufro Rose & Co New York	$22.7M	-$1.97M	1	1.64%	Reduced
439	Chilton Capital Management Houston, Texas	$22.7M	-$372K	2	1.15%	Reduced
440	ACM AlphaCrest Capital Management New York	$22.6M	-$3.76M	11	0.84%	Reduced
441	PineBridge Investments New York	$22.6M	-$6.79M	5	0.23%	Reduced
442	Braun Stacey Associates New York	$22.5M	-$92.9K	1	0.82%	Reduced
443	Fenimore Asset Management Cobleskill, New York	$22.4M	+$1.75M	2	0.5%	Increased
444	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$22.4M	+$897K	3	2.46%	Increased
445	Chartwell Investment Partners Berywn, Pennsylvania	$22.3M	-$372K	4	0.65%	Reduced
446	AP Atwood & Palmer Kansas City, Missouri	$22.3M	+$196K	2	1.87%	Increased
447	Utah Retirement Systems Salt Lake City, Utah	$22.3M	-$13.9K	8	0.28%	Reduced
448	AP Archon Partners Princeton Junction, New Jersey	$22.3M	$0	1	2.72%	Maintained
449	M&T Bank Buffalo, New York	$22.1M	+$1.34M	10	0.09%	Increased
450	Point72 Asset Management Stamford, Connecticut	$22M	+$20M	1	0.09%	New