← 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	EH EMG Holdings Old Greenwich, Connecticut	$18.5M	+$6.04M	5	9.07%	Increased
502	AC AWH Capital Dallas, Texas	$18.3M	+$961K	3	18.92%	Increased
503	ArrowMark Colorado Holdings Denver, Colorado	$18.3M	+$9.72M	3	0.22%	Increased
504	Weiss Asset Management Boston, Massachusetts	$18.3M	-$8.16M	2	0.69%	Reduced
505	CIBC Asset Management Toronto, Ontario, Canada	$18.2M	-$1.47M	6	0.06%	Reduced
506	HCA Harbor Capital Advisors Chicago, Illinois	$18.2M	+$9.89M	10	1.38%	Increased
507	Chartwell Investment Partners Berywn, Pennsylvania	$18M	-$27.9K	4	0.63%	Reduced
508	MRCM Mill Road Capital Management Greenwich, Connecticut	$18M	+$2.8M	3	9.57%	Increased
509	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$17.9M	-$200K	1	4.36%	Reduced
510	Vestcor Inc Fredericton, New Brunswick, Canada	$17.7M	-$1.77M	16	0.6%	Reduced
511	BCAM Boston Common Asset Management Boston, Massachusetts	$17.7M	+$2M	3	0.45%	Increased
512	UA Unison Advisors Washington, District of Columbia	$16.9M	+$34.9K	7	2.13%	Increased
513	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$16.9M	+$558K	5	0.2%	Increased
514	Tidal Investments Milwaukee, Wisconsin	$16.8M	-$1.12M	11	0.23%	Reduced
515	TCM Tributary Capital Management Omaha, Nebraska	$16.8M	+$3.62M	1	1.39%	Increased
516	RBCM Raub Brock Capital Management Larkspur, California	$16.6M	-$411K	1	3.64%	Reduced
517	Segall Bryant & Hamill Chicago, Illinois	$16.6M	+$16.8M	3	0.29%	New
518	Oppenheimer & Co New York	$16.4M	-$4.84M	6	0.26%	Reduced
519	OMERS Administration Corp Toronto, Ontario, Canada	$16.4M	+$14.6M	7	0.16%	Increased
520	BWM Bulltick Wealth Management Miami, Florida	$16.4M	$0	1	4.05%	Maintained
521	Centiva Capital New York	$16.3M	+$9.65M	11	0.28%	Increased
522	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$16.2M	-$110K	2	11.32%	Reduced
523	Centersquare Investment Management Conshohocken, Pennsylvania	$16M	$0	1	0.17%	Maintained
524	Brinker Capital Investments Berwyn, Pennsylvania	$15.9M	+$257K	10	0.17%	Increased
525	Orion Portfolio Solutions Omaha, Nebraska	$15.9M	+$257K	10	0.17%	Increased