← 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
501
Natixis Advisors
Natixis Advisors
Massachusetts
$5.78M +$1.4M 4 0.1% Increased
502
LA
Leonetti & Associates
Illinois
$5.75M +$875K 1 1.64% Increased
503
Commerce Bank
Commerce Bank
Missouri
$5.74M +$41.3K 2 0.09% Increased
504
CIA
CCM Investment Advisers
South Carolina
$5.73M +$1.2M 1 0.53% Increased
505
CI
Chartist Inc
California
$5.68M -$5.23K 3 2.74% Reduced
506
Amalgamated Bank
Amalgamated Bank
New York
$5.67M +$3.46M 9 0.56% Increased
507
AIM
Assured Investment Management
New York
$5.67M -$5.64M 5 0.09% Reduced
508
FRM
Foundation Resource Management
Arkansas
$5.64M -$393K 1 1.02% Reduced
509
Bessemer Group
Bessemer Group
New Jersey
$5.61M -$20.4K 6 0.03% Reduced
510
KCM
KeyPoint Capital Management
Texas
$5.55M +$4.91M 2 8.63% New
511
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.52M -$457K 3 0.14% Reduced
512
BAM
Berkshire Asset Management
Pennsylvania
$5.51M -$184K 1 0.93% Reduced
513
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$5.51M +$5.3M 3 1.77% New
514
IPC
Independent Portfolio Consultants
Florida
$5.5M +$842K 4 1.1% Increased
515
ACM
ADI Capital Management
New York
$5.47M +$223K 1 2.96% Increased
516
Oppenheimer & Co
Oppenheimer & Co
New York
$5.39M -$297K 7 0.15% Reduced
517
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.33M +$46.8K 5 0.16% Increased
518
HBWM
Hollow Brook Wealth Management
New York
$5.32M +$1.59M 1 2.04% Increased
519
M&T Bank
M&T Bank
New York
$5.31M -$3.3M 8 0.03% Reduced
520
Montag & Associates
Montag & Associates
Georgia
$5.3M +$642K 2 0.77% Increased
521
MIM
Montgomery Investment Management
Maryland
$5.29M $0 1 2.71% Maintained
522
Westfield Capital Management
Westfield Capital Management
Massachusetts
$5.27M -$46.7M 1 0.03% Reduced
523
ZIM
ZPR Investment Management
Florida
$5.23M -$47.6K 1 5.49% Reduced
524
Wedbush Securities
Wedbush Securities
California
$5.21M +$38K 5 0.96% Increased
525
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$5.21M +$2.8M 3 0.37% Increased