← 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	Wealthfront Advisers Palo Alto, California	$12.3M	-$486K	4	0.06%	Reduced
477	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$12.3M	+$2.5M	2	2.68%	Increased
478	Cambridge Investment Research Advisors Fairfield, Iowa	$12.1M	+$849K	11	0.06%	Increased
479	FM Foster & Motley Cincinnati, Ohio	$12M	-$791K	4	1.03%	Reduced
480	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$12M	+$1.4M	4	2.62%	Increased
481	PC Phoenician Capital New York	$12M	$0	1	10.32%	Maintained
482	Cartenna Capital Stamford, Connecticut	$12M	+$11M	1	2.06%	New
483	VanEck Associates New York	$11.8M	-$31.5K	5	0.03%	Reduced
484	VM Venator Management Pittsburgh, Pennsylvania	$11.8M	-$426K	1	5.35%	Reduced
485	PHAM Pacific Heights Asset Management San Francisco, California	$11.8M	$0	1	1.15%	Maintained
486	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$11.7M	+$18.8K	2	9.11%	Increased
487	Nissay Asset Management Tokyo, Japan	$11.7M	-$586K	5	0.11%	Reduced
488	Zacks Investment Management Chicago, Illinois	$11.6M	+$558K	3	0.16%	Increased
489	Fort Washington Investment Advisors Cincinnati, Ohio	$11.5M	-$2.38M	3	0.09%	Reduced
490	CIBC World Market Toronto, Ontario, Canada	$11.4M	-$3.63M	8	0.04%	Reduced
491	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.3M	-$105K	2	1.39%	Reduced
492	Bradley Foster & Sargent Hartford, Connecticut	$11.3M	+$549K	3	0.28%	Increased
493	Cooke & Bieler Philadelphia, Pennsylvania	$11.3M	-$37.9K	1	0.11%	Reduced
494	Engineers Gate Manager New York	$11.1M	+$4.34M	14	0.67%	Increased
495	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$11.1M	+$290K	3	0.57%	Increased
496	LF Longbow Finance Lutry, Switzerland	$11M	+$9.86M	1	1.48%	New
497	Mizuho Markets Americas New York	$10.9M	$0	1	0.64%	Maintained
498	Quantbot Technologies New York	$10.9M	-$406K	12	0.78%	Reduced
499	BL BCWM LLC Overland Park, Kansas	$10.9M	-$133K	1	3.58%	Reduced
500	MML Investors Services Springfield, Massachusetts	$10.9M	+$1.33M	8	0.07%	Increased