← 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	Nissay Asset Management Tokyo, Japan	$10.5M	+$238K	5	0.11%	Increased
477	Factory Mutual Insurance Waltham, Massachusetts	$10.4M	$0	1	0.17%	Maintained
478	Cullen/Frost Bankers San Antonio, Texas	$10.4M	+$513K	5	0.24%	Increased
479	DCM DG Capital Management New York	$10.4M	-$207K	1	4.56%	Reduced
480	SL SIB LLC New York, New York	$10.3M	$0	4	7.86%	Maintained
481	VanEck Associates New York	$10.3M	-$906K	6	0.03%	Reduced
482	CC Cannell Capital Alta, Wyoming	$10.3M	+$7.95M	1	2.36%	Increased
483	Sculptor Capital New York	$10.3M	+$1.23M	1	0.13%	Increased
484	AFM Anson Funds Management Dallas, Texas	$10.2M	-$5.33M	2	1.21%	Reduced
485	Wealthfront Advisers Palo Alto, California	$10.2M	+$995K	4	0.05%	Increased
486	MM Main Management San Francisco, California	$10.2M	+$3.51M	1	1.26%	Increased
487	FM Foster & Motley Cincinnati, Ohio	$10.2M	-$484K	4	0.97%	Reduced
488	Private Management Group Irvine, California	$10.2M	+$4.54M	1	0.47%	Increased
489	TA Teton Advisors Rye, New York	$10.2M	-$166K	3	2.46%	Reduced
490	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.1M	-$286K	5	0.07%	Reduced
491	FSCM First Sabrepoint Capital Management Dallas, Texas	$10.1M	-$383K	1	4.14%	Reduced
492	Första AP-fonden Stockholm, Sweden	$10.1M	+$678K	5	0.12%	Increased
493	Swiss Life Asset Management Zurich,	$10.1M	+$588K	3	0.17%	Increased
494	RHBC R.H. Bluestein & Co Birmingham, Michigan	$10.1M	+$1.41M	2	0.63%	Increased
495	MMFA Main Management Fund Advisors San Francisco, California	$9.97M	+$4.29M	1	7.16%	Increased
496	Nomura Holdings Tokyo, Japan	$9.9M	-$11.4M	7	0.04%	Reduced
497	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.88M	-$2.84M	1	1.55%	Reduced
498	SG Americas Securities New York	$9.83M	-$12M	18	0.12%	Reduced
499	SP StackLine Partners New York	$9.79M	+$2.5M	1	7.29%	Increased
500	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$9.72M	+$14.5K	2	8%	Increased