← 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	Engineers Gate Manager New York	$5.46M	-$2.14M	4	0.43%	Reduced
477	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$5.46M	+$3.17M	2	0.68%	Increased
478	ZIM ZPR Investment Management Orange City, Florida	$5.44M	-$168K	1	7.97%	Reduced
479	SI Shaker Investments Cleveland, Ohio	$5.44M	-$521K	4	5.16%	Reduced
480	PEAK6 Group Chicago, Illinois	$5.43M	-$5.28M	10	0.04%	Reduced
481	Edmond de Rothschild Holding Chambesy, Switzerland	$5.4M	-$350K	5	0.17%	Reduced
482	Barings Charlotte, North Carolina	$5.35M	+$869K	5	0.14%	Increased
483	LMR Partners London, United Kingdom	$5.35M	+$4.05M	4	0.58%	Increased
484	Commerce Bank Kansas City, Missouri	$5.34M	-$396K	2	0.09%	Reduced
485	CAM Capstone Asset Management Houston, Texas	$5.3M	-$8.99M	8	0.15%	Reduced
486	RAM Ramsey Asset Management Reston, Virginia	$5.28M	$0	1	9.74%	Maintained
487	PCM Prelude Capital Management New York	$5.25M	-$569K	4	0.73%	Reduced
488	BNP Paribas Asset Management Paris, France	$5.22M	+$214K	5	0.04%	Increased
489	DM Delphi Management Brookline, Massachusetts	$5.2M	+$651K	2	3.13%	Increased
490	R.M. Davis Inc Portland, Maine	$5.18M	+$338K	1	0.26%	Increased
491	CL CSS LLC Chicago, Illinois	$5.16M	+$380K	2	0.32%	Increased
492	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.09M	+$45.8K	2	0.79%	Increased
493	BTNA Bremer Trust National Association St. Cloud, Minnesota	$5.08M	+$27.5K	1	1.47%	Increased
494	Lazard Asset Management New York	$5.06M	+$1.22M	4	0.01%	Increased
495	Employees Retirement System of Texas Austin, Texas	$5.06M	$0	4	0.07%	Maintained
496	VNA VNBTrust National Association Charlottesville, Virginia	$5.04M	+$1.7M	1	2.93%	Increased
497	MA Menlo Advisors Menlo Park, California	$5.03M	-$18.5K	1	4.62%	Reduced
498	CC Cannell Capital Alta, Wyoming	$5.03M	+$1.54M	1	2.11%	Increased
499	HC Hourglass Capital Houston, Texas	$5.01M	+$140K	1	1.28%	Increased
500	PCM Piermont Capital Management St. Louis, Missouri	$4.98M	+$303K	4	1.59%	Increased