← 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	BWM Bulltick Wealth Management Miami, Florida	$14.8M	+$1.02M	1	3.41%	Increased
502	Erste Asset Management Vienna, Austria	$14.8M	+$1.82M	1	0.29%	Increased
503	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$14.6M	-$5.08M	3	4.13%	Reduced
504	Sirios Capital Management Boston, Massachusetts	$14.6M	-$6.91M	1	1.27%	Reduced
505	Manning & Napier Group Fairport, New York	$14.3M	-$207K	1	0.12%	Reduced
506	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.3M	-$2.08M	1	1.26%	Reduced
507	BIC B&I Capital Zurich, Switzerland	$14.3M	-$965K	1	3.79%	Reduced
508	Banque Pictet & Cie Geneva 73, Switzerland	$14.2M	+$6.32M	3	0.16%	Increased
509	SL SIB LLC New York, New York	$14.2M	$0	4	7.95%	Maintained
510	Foster & Motley Cincinnati, Ohio	$14.1M	-$224K	3	1.18%	Reduced
511	Mackay Shields LLC New York	$14M	-$28.1M	4	0.13%	Reduced
512	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$13.9M	+$4.03M	4	0.45%	Increased
513	Shell Asset Management The Hague, Netherlands	$13.8M	+$2.26M	12	0.27%	Increased
514	Advisory Services Network Atlanta, Georgia	$13.8M	+$2.93M	19	0.44%	Increased
515	ACR Alpine Capital Research St. Louis, Missouri	$13.8M	+$2.03M	3	0.76%	Increased
516	CIBC Asset Management Toronto, Ontario, Canada	$13.8M	+$1.81M	8	0.06%	Increased
517	Hillsdale Investment Management Toronto, Ontario, Canada	$13.8M	-$4.08M	4	1.1%	Reduced
518	CIBC World Market Toronto, Ontario, Canada	$13.7M	-$10.1M	8	0.04%	Reduced
519	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$13.7M	-$310K	2	10.13%	Reduced
520	Ninety One (UK) London, United Kingdom	$13.5M	-$5.17M	2	0.04%	Reduced
521	Marshall Wace London, United Kingdom	$13.5M	-$42.1M	8	0.06%	Reduced
522	Vident Investment Advisory Alpharetta, Georgia	$13.3M	+$212K	8	0.4%	Increased
523	B. Riley Wealth Advisors Boca Raton, Florida	$13.2M	+$1.2M	7	0.43%	Increased
524	HITE Hedge Asset Management Braintree, Massachusetts	$13.1M	+$13.2M	2	1.84%	New
525	Kestra Advisory Services Austin, Texas	$13M	-$2.28M	7	0.15%	Reduced