← 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	Calamos Advisors Naperville, Illinois	$8.23M	-$1.34M	2	0.05%	Reduced
502	Commonwealth Equity Services Waltham, Massachusetts	$8.19M	-$1.15M	6	0.04%	Reduced
503	Corient Capital Partners Newport Beach, California	$8.18M	$0	3	1.36%	Maintained
504	Landscape Capital Management Englewood, New Jersey	$8.14M	+$4.52M	4	0.6%	Increased
505	AFAM Capital Austin, Texas	$8.14M	+$154K	1	1.13%	Increased
506	Moore Capital Management New York	$8.11M	+$2.6M	2	0.17%	Increased
507	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$8.1M	$0	1	1.66%	Maintained
508	US Bancorp Minneapolis, Minnesota	$8.05M	+$53.1K	24	0.02%	Increased
509	Wolverine Asset Management Chicago, Illinois	$8.01M	+$6.83M	4	0.09%	Increased
510	Ameritas Investment Partners Lincoln, Nebraska	$7.96M	+$24.9K	22	0.37%	Increased
511	NFGCM Norman Fields Gottscho Capital Management New York	$7.96M	+$656K	3	3.95%	Increased
512	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$7.91M	-$274K	6	0.06%	Reduced
513	ED Exane Derivatives Paris, France	$7.88M	+$7.25M	5	1.48%	Increased
514	Bank of Nova Scotia Toronto, Ontario, Canada	$7.85M	-$27.4M	3	0.03%	Reduced
515	BPIM Brant Point Investment Management New York	$7.83M	+$7.93M	1	0.74%	New
516	MN Services Vermogensbeheer The Hague, Netherlands	$7.8M	+$182K	5	0.18%	Increased
517	Osterweis Capital Management San Francisco, California	$7.78M	+$732K	1	0.5%	Increased
518	SL SIB LLC New York, New York	$7.77M	+$5.02M	4	5.11%	Increased
519	M&T Bank Buffalo, New York	$7.77M	-$499K	7	0.04%	Reduced
520	SeaBridge Investment Advisors Summit, New Jersey	$7.76M	-$621K	2	1.99%	Reduced
521	MHP Manatuck Hill Partners Westport, Connecticut	$7.76M	+$7.86M	1	2.92%	New
522	LSC Lesa Sroufe & Co Seattle, Washington	$7.75M	+$8K	2	5.83%	Increased
523	SRAM Stone Ridge Asset Management New York	$7.72M	+$799K	11	0.41%	Increased
524	Goodman Financial Houston, Texas	$7.7M	-$39.7K	1	3.74%	Reduced
525	Ellington Management Group Old Greenwich, Connecticut	$7.65M	+$7.43M	6	2.05%	Increased