← 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
451	RIL Rothschild Investment LLC Chicago, Illinois	$7.67M	-$176K	1	1.01%	Reduced
452	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.64M	+$684K	1	1.08%	Increased
453	AFG Albion Financial Group Salt Lake City, Utah	$7.62M	+$7.41M	3	1.38%	Increased
454	FA Friess Associates Greenville, Delaware	$7.52M	$0	2	0.7%	Maintained
455	US Bancorp Minneapolis, Minnesota	$7.49M	+$1.28M	23	0.03%	Increased
456	ECP Elk Creek Partners Denver, Colorado	$7.45M	+$405K	1	0.6%	Increased
457	IRF IBM Retirement Fund Armonk, New York	$7.44M	-$3.46M	5	0.16%	Reduced
458	Engineers Gate Manager New York	$7.4M	+$1.39M	4	0.63%	Increased
459	Axa Paris, France	$7.39M	+$2.36M	7	0.03%	Increased
460	Palisade Capital Management Fort Lee, New Jersey	$7.31M	+$4.99M	4	0.22%	Increased
461	FIM FourPoints Investment Managers Paris, France	$7.3M	-$4.87M	1	2.93%	Reduced
462	AC Alexandria Capital Arlington, Virginia	$7.22M	-$15.6K	3	1.76%	Reduced
463	KBC Group Brussels, Belgium	$7.17M	-$3.04M	9	0.14%	Reduced
464	GCP GSA Capital Partners London, United Kingdom	$7.11M	-$219K	10	0.35%	Reduced
465	Zurich Cantonal Bank Zurich, Switzerland	$7.09M	-$14.7M	16	0.1%	Reduced
466	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.09M	$0	2	1.71%	Maintained
467	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.05M	+$4.91M	2	0.22%	Increased
468	AC AFAM Capital Austin, Texas	$7.02M	-$84.3K	1	1.07%	Reduced
469	SI Standard Investments New York	$6.94M	+$7.91M	1	0.49%	New
470	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.94M	+$580K	11	0.36%	Increased
471	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.88M	+$1.7M	5	0.22%	Increased
472	Shinko Asset Management Company Tokyo, Japan	$6.82M	+$7.1M	7	0.07%	Increased
473	KeyBank National Association Cleveland, Ohio	$6.8M	+$48.4K	6	0.05%	Increased
474	HT HAP Trading New York	$6.76M	-$8.26M	4	0.35%	Reduced
475	CC Cipher Capital New York	$6.75M	+$2.9M	5	0.95%	Increased