← 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
BAM
Berkshire Asset Management
Pennsylvania
$17.5M -$154K 2 1.04% Reduced
477
DA
Denali Advisors
California
$17.2M -$5.19M 14 6.03% Reduced
478
Cantor Fitzgerald
Cantor Fitzgerald
New York
$17.2M +$13.7M 3 0.39% Increased
479
BWM
Bulltick Wealth Management
Florida
$17.1M -$247K 1 3.8% Reduced
480
DnB Asset Management
DnB Asset Management
Norway
$17.1M -$2.22K 4 0.1% Reduced
481
HS
Hazelview Securities
Ontario, Canada
$17.1M +$15.2M 3 2.64% New
482
AE Wealth Management
AE Wealth Management
Kansas
$17M +$4.69M 10 0.1% Increased
483
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$17M -$15.2M 1 0.34% Reduced
484
MFWM
Motley Fool Wealth Management
Virginia
$16.9M -$374K 1 1% Reduced
485
BCA
Bernzott Capital Advisors
California
$16.8M -$988K 1 3.64% Reduced
486
GIA
Gladstone Institutional Advisory
Florida
$16.8M +$9.6M 3 1.02% Increased
487
Xponance
Xponance
Pennsylvania
$16.7M -$4.17M 10 0.22% Reduced
488
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$16.7M +$1.41M 5 0.4% Increased
489
Eagle Asset Management
Eagle Asset Management
Florida
$16.7M +$2.43M 3 0.09% Increased
490
SGCIA
Smith Graham & Co Investment Advisors
Texas
$16.6M -$469K 2 2.01% Reduced
491
CIBC World Market
CIBC World Market
Ontario, Canada
$16.6M +$5.6M 7 0.05% Increased
492
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$16.3M -$2.75M 1 0.6% Reduced
493
PHAM
Pacific Heights Asset Management
California
$16.3M $0 1 1.48% Maintained
494
AC
AWH Capital
Texas
$16.1M -$60.7K 3 14.16% Reduced
495
M&G Investment Management
M&G Investment Management
United Kingdom
$15.9M +$6.1M 4 0.06% Increased
496
VM
Venator Management
Pennsylvania
$15.8M -$186K 1 5.75% Reduced
497
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$15.7M -$338K 3 0.33% Reduced
498
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M +$7.78M 12 0.37% Increased
499
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$15.7M -$423K 4 1.13% Reduced
500
Daiwa Securities Group
Daiwa Securities Group
Japan
$15.6M -$22.8K 6 0.1% Reduced