← 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
476	Natixis Advisors Boston, Massachusetts	$6.72M	+$1.15M	4	0.12%	Increased
477	CIBC World Market Toronto, Ontario, Canada	$6.7M	+$580K	3	0.03%	Increased
478	OA OFI Advisors Philadelphia, Pennsylvania	$6.67M	+$93.3K	11	0.43%	Increased
479	Stifel Financial St. Louis, Missouri	$6.65M	-$1.16M	8	0.04%	Reduced
480	CIA CCM Investment Advisers Columbia, South Carolina	$6.55M	+$32.9K	1	0.65%	Increased
481	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$6.46M	-$15.2M	3	0.02%	Reduced
482	SIG Schaller Investment Group Winston Salem, North Carolina	$6.45M	$0	1	4.41%	Maintained
483	Two Sigma Advisers New York	$6.44M	+$4.77M	3	0.04%	Increased
484	FIG FundX Investment Group San Francisco, California	$6.43M	+$6.85M	1	3.16%	New
485	SCA Sippican Capital Advisors Boston, Massachusetts	$6.41M	-$423K	4	8.14%	Reduced
486	RBF Capital San Francisco, California	$6.41M	$0	3	1.33%	Maintained
487	PCM Piermont Capital Management St. Louis, Missouri	$6.32M	+$2.76M	3	2.06%	Increased
488	Baird Financial Group Milwaukee, Wisconsin	$6.31M	-$3.18K	2	0.07%	Reduced
489	PCI Pacifica Capital Investments Leander, Texas	$6.25M	+$151K	1	3.74%	Increased
490	SCM SOL Capital Management Rockville, Maryland	$6.25M	-$132K	1	2.41%	Reduced
491	VAM Verity Asset Management Durham, North Carolina	$6.24M	-$355K	1	6.24%	Reduced
492	Fjarde Ap-fonden Stockholm, Sweden	$6.24M	-$364K	4	0.17%	Reduced
493	MCM Mazama Capital Management Portland, Oregon	$6.12M	-$2.15M	2	1.27%	Reduced
494	AC Alpenglow Capital San Carlos, California	$6.12M	+$6.71M	3	5.26%	New
495	PP Paloma Partners Greenwich, Connecticut	$6.1M	+$1.83M	5	0.14%	Increased
496	PCM Portolan Capital Management Boston, Massachusetts	$6.09M	-$9.79M	1	0.81%	Reduced
497	Oppenheimer & Co New York	$6.09M	+$1.28M	10	0.18%	Increased
498	Bridgewater Associates Westport, Connecticut	$6.08M	-$1.6M	1	0.08%	Reduced
499	FPA Fieldpoint Private Advisors New York	$6.08M	-$961K	2	4.2%	Reduced
500	Commerce Bank Kansas City, Missouri	$6.04M	-$84.8K	2	0.1%	Reduced