← 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	Summit Partners Public Asset Management Boston, Massachusetts	$6.85M	-$108K	1	1.46%	Reduced
452	AC AFAM Capital Austin, Texas	$6.78M	-$300K	1	1.02%	Reduced
453	SRCM Swift Run Capital Management Charlottesville, Virginia	$6.76M	-$1.35M	1	3.99%	Reduced
454	Fjarde Ap-fonden Stockholm, Sweden	$6.75M	-$649K	4	0.16%	Reduced
455	Amalgamated Bank New York	$6.72M	+$815K	10	0.3%	Increased
456	First Manhattan New York	$6.71M	+$429K	9	0.04%	Increased
457	IA Icon Advisers Greenwood Village, Colorado	$6.69M	+$1.54M	5	0.45%	Increased
458	DIA Davidson Investment Advisors Great Falls, Montana	$6.68M	+$303K	1	0.95%	Increased
459	WCP Waterfront Capital Partners New York	$6.65M	-$6.35M	1	1.06%	Reduced
460	CIA CCM Investment Advisers Columbia, South Carolina	$6.61M	+$337K	1	1.39%	Increased
461	LPL Financial San Diego, California	$6.57M	-$1.28M	9	0.05%	Reduced
462	DP DW Partners New York	$6.57M	-$7.41M	1	8.75%	Reduced
463	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.52M	-$555K	12	0.34%	Reduced
464	CAM Capstone Asset Management Houston, Texas	$6.49M	+$216K	12	0.19%	Increased
465	AL Airain Ltd St. Peter Port, Guernsey	$6.49M	+$4.46M	2	0.52%	Increased
466	TA Teton Advisors Rye, New York	$6.48M	-$2.76M	2	0.65%	Reduced
467	PVH Psagot Value Holdings Tel Aviv, Israel	$6.42M	-$257K	5	0.27%	Reduced
468	Zurich Insurance Group Zurich, Switzerland	$6.37M	+$1.22M	3	0.2%	Increased
469	Panagora Asset Management Boston, Massachusetts	$6.36M	+$111K	11	0.03%	Increased
470	AC Alexandria Capital Arlington, Virginia	$6.32M	-$6.6M	3	1.62%	Reduced
471	Walleye Trading New York	$6.27M	+$2.02M	17	0.04%	Increased
472	DCM Dupont Capital Management Wilmington, Delaware	$6.22M	-$4.68M	7	0.14%	Reduced
473	PCM Piermont Capital Management St. Louis, Missouri	$6.21M	+$711K	3	1.42%	Increased
474	MVM McClain Value Management New Canaan, Connecticut	$6.21M	-$4.47M	2	7.66%	Reduced
475	IIA IPG Investment Advisors San Diego, California	$6.2M	+$3.95M	3	2.52%	Increased