← 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	HCM Hodges Capital Management Dallas, Texas	$21.2M	+$3.63M	5	1.82%	Increased
477	NRG Nemes Rush Group Novi, Michigan	$21.1M	+$1.3M	5	2.09%	Increased
478	EH EMG Holdings Old Greenwich, Connecticut	$20.8M	-$3.06M	3	7.83%	Reduced
479	Mirae Asset Global Investments Seoul, South Korea	$20.8M	+$2.94M	7	0.07%	Increased
480	Nissay Asset Management Tokyo, Japan	$20.7M	+$164K	6	0.11%	Increased
481	ET Entropy Technologies New York	$20.7M	+$7.79M	12	1.55%	Increased
482	Commerce Bank Kansas City, Missouri	$20.6M	+$188K	10	0.11%	Increased
483	Elo Mutual Pension Insurance Espoo, Finland	$20.6M	+$10.1M	8	0.34%	Increased
484	Livforsakringsbolaget Skandia Stockholm, Sweden	$20.6M	-$12.7M	8	0.8%	Reduced
485	Twin Tree Management Dallas, Texas	$20.5M	+$9.58M	4	0.09%	Increased
486	Ritholtz Wealth Management New York	$20.5M	+$3.76M	9	0.4%	Increased
487	Brinker Capital Investments Berwyn, Pennsylvania	$20.5M	+$1.63M	10	0.16%	Increased
488	CIBC Asset Management Toronto, Ontario, Canada	$20.4M	+$73.6K	10	0.06%	Increased
489	Public Employees Retirement Association of Colorado Denver, Colorado	$20.1M	-$1.42M	21	0.07%	Reduced
490	OP Asset Management Helsinki,	$20M	+$1.35M	10	0.26%	Increased
491	MRCM Mill Road Capital Management Greenwich, Connecticut	$20M	-$48.7K	1	10.41%	Reduced
492	SCS Capital Management Boston, Massachusetts	$19.9M	-$539K	4	0.22%	Reduced
493	D.A. Davidson & Co Great Falls, Montana	$19.8M	+$2.03M	6	0.13%	Increased
494	M&T Bank Buffalo, New York	$19.8M	-$3.43M	12	0.07%	Reduced
495	Atlantic Union Bankshares Glen Allen, Virginia	$19.8M	+$463K	11	0.37%	Increased
496	William Blair & Company Chicago, Illinois	$19.8M	+$749K	12	0.05%	Increased
497	ALM Argosy-Lionbridge Management New York	$19.6M	+$3.44M	1	12.88%	Increased
498	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$19.4M	-$143K	3	0.82%	Reduced
499	CCP Carmel Capital Partners San Diego, California	$19.4M	-$630K	4	8.16%	Reduced
500	UA Unison Advisors Washington, District of Columbia	$19.2M	+$55K	9	1.75%	Increased