← 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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.45M -$420K 3 0.12% Reduced
502
SCM
SOL Capital Management
Maryland
$6.42M -$504K 1 1.82% Reduced
503
SFPIA
Stevens First Principles Investment Advisors
California
$6.41M +$128K 5 4.07% Increased
504
AB
AT Bancorp
Iowa
$6.39M -$47K 1 0.82% Reduced
505
Rafferty Asset Management
Rafferty Asset Management
New York
$6.35M +$5.04M 4 0.14% Increased
506
LPL Financial
LPL Financial
California
$6.34M -$933K 7 0.04% Reduced
507
PWAG
Polaris Wealth Advisory Group
California
$6.33M +$5.89M 1 0.69% New
508
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$6.32M -$229K 3 0.14% Reduced
509
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.3M +$5.92M 8 0.12% New
510
PC
Palo Capital
California
$6.29M +$3.35M 3 3.71% Increased
511
NGA
New Generation Advisors
Massachusetts
$6.27M -$3.05M 1 4.53% Reduced
512
TCM
Tygh Capital Management
Oregon
$6.16M +$146K 1 1.44% Increased
513
PP
Paloma Partners
Connecticut
$6.15M -$4.24M 9 0.07% Reduced
514
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.13M +$1.12M 3 0.04% Increased
515
Quantbot Technologies
Quantbot Technologies
New York
$6.12M +$3.5M 7 0.64% Increased
516
Janus Henderson Group
Janus Henderson Group
$6.07M +$1.08M 6 0.04% Increased
517
MAM
Morse Asset Management
Connecticut
$6.06M +$5.61M 2 2.07% New
518
CWM
Cabot Wealth Management
Massachusetts
$6.04M +$5.66M 1 1.49% New
519
PWS
Paragon Wealth Strategies
Florida
$6.01M +$5.63M 1 4.94% New
520
BRCA
Birch Run Capital Advisors
Texas
$6M -$6.83M 2 2.43% Reduced
521
ICM
IronBridge Capital Management
Illinois
$6M $0 1 0.36% Maintained
522
LWM
Lyell Wealth Management
California
$5.99M -$15.9K 2 3.24% Reduced
523
ACM
Ashford Capital Management
Delaware
$5.97M +$5.57M 1 1.15% New
524
GF
Goodman Financial
Texas
$5.9M +$158K 1 3.09% Increased
525
LMR Partners
LMR Partners
United Kingdom
$5.89M +$4.71M 4 0.57% Increased