← 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	B BP London, United Kingdom	$8.25M	+$4.44M	4	0.3%	Increased
477	NAM NorthCoast Asset Management Greenwich, Connecticut	$8.2M	-$2.29M	4	0.95%	Reduced
478	ACM Addison Clark Management Stamford, Connecticut	$8.05M	-$1.91M	1	11.58%	Reduced
479	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.03M	+$1.94M	5	0.3%	Increased
480	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$7.89M	-$2.09M	1	5.1%	Reduced
481	PVH Psagot Value Holdings Tel Aviv, Israel	$7.87M	+$344K	5	0.34%	Increased
482	GWS Glassman Wealth Services Vienna, Virginia	$7.82M	+$7.04M	4	5.15%	Increased
483	Partners Value Investments Hamilton, Bermuda	$7.79M	+$7.36M	1	1.24%	New
484	AssetMark Inc Concord, California	$7.78M	+$773K	7	0.1%	Increased
485	FM Fondren Management Houston, Texas	$7.75M	$0	1	8.44%	Maintained
486	CF CNA Financial Chicago, Illinois	$7.73M	$0	3	1.82%	Maintained
487	Walleye Trading New York	$7.69M	+$4.23M	11	0.05%	Increased
488	Engineers Gate Manager New York	$7.68M	-$4.94M	4	0.69%	Reduced
489	Jane Street New York	$7.67M	+$4.15M	9	0.03%	Increased
490	LOAMU Lombard Odier Asset Management (USA) New York	$7.62M	+$248K	1	0.6%	Increased
491	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$7.58M	$0	1	0.33%	Maintained
492	Spot Trading Chicago, Illinois	$7.58M	+$5.45M	4	0.15%	Increased
493	TA Teton Advisors Rye, New York	$7.56M	-$170K	2	0.74%	Reduced
494	SRCM Swift Run Capital Management Charlottesville, Virginia	$7.47M	-$150K	1	4.3%	Reduced
495	CRIM Castle Ridge Investment Management Greenwich, Connecticut	$7.4M	-$11.4M	1	2.7%	Reduced
496	MN Services Vermogensbeheer The Hague, Netherlands	$7.32M	+$6.06M	5	0.2%	Increased
497	Ariel Investments Chicago, Illinois	$7.3M	+$1.44M	1	0.09%	Increased
498	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$7.2M	-$46.5K	2	6.4%	Reduced
499	AM Account Management Boxford, Massachusetts	$7.18M	-$50.1K	1	7.32%	Reduced
500	MAM Morse Asset Management Darien, Connecticut	$7.13M	+$797K	2	2.32%	Increased