← 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	First Manhattan New York	$8.15M	+$1.09M	10	0.05%	Increased
452	CIA CCM Investment Advisers Columbia, South Carolina	$8.14M	-$176K	1	1.62%	Reduced
453	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.05M	+$309K	13	0.41%	Increased
454	Bank of Nova Scotia Toronto, Ontario, Canada	$8.03M	-$7.34M	4	0.03%	Reduced
455	DCM Dupont Capital Management Wilmington, Delaware	$8.01M	+$944K	5	0.18%	Increased
456	DCM Dynamic Capital Management St. Helier, Jersey	$8.01M	+$4.21M	5	1.3%	Increased
457	IAM Impax Asset Management Portsmouth, New Hampshire	$7.97M	+$7.36M	1	0.45%	New
458	Nomura Asset Management Tokyo, Japan	$7.94M	-$1.46M	6	0.11%	Reduced
459	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.93M	+$1.17M	4	1.35%	Increased
460	LSC Lesa Sroufe & Co Seattle, Washington	$7.93M	-$74.2K	2	7.25%	Reduced
461	Fjarde Ap-fonden Stockholm, Sweden	$7.9M	-$259K	4	0.19%	Reduced
462	AC AFAM Capital Austin, Texas	$7.88M	-$58.2K	1	1.09%	Reduced
463	FP FDO Partners Cambridge, Massachusetts	$7.66M	+$6.43M	3	1.91%	Increased
464	Caxton Associates (New York) New York	$7.64M	+$7.06M	4	0.03%	New
465	Ameritas Investment Partners Lincoln, Nebraska	$7.47M	+$1.06M	20	0.37%	Increased
466	AC Alexandria Capital Arlington, Virginia	$7.47M	-$221K	3	1.86%	Reduced
467	Weiss Multi-Strategy Advisers New York	$7.42M	+$2.75M	3	0.29%	Increased
468	CF CNA Financial Chicago, Illinois	$7.37M	$0	3	1.63%	Maintained
469	Lincoln National Corp Radnor, Pennsylvania	$7.35M	-$3.14M	2	0.38%	Reduced
470	Amalgamated Bank New York	$7.3M	-$656K	10	0.36%	Reduced
471	SRCM Swift Run Capital Management Charlottesville, Virginia	$7.27M	+$306K	1	4.29%	Increased
472	GC Gratia Capital Los Angeles, California	$7.26M	-$9.71M	1	1.52%	Reduced
473	VIG Vienna Insurance Group Warsaw, Poland	$7.22M	$0	1	7%	Maintained
474	FM Fondren Management Houston, Texas	$7.22M	-$24K	1	7.73%	Reduced
475	TA Teton Advisors Rye, New York	$7.15M	+$7.74K	2	0.71%	Increased