← 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	ECM Elgethun Capital Management Sioux Falls, South Dakota	$16.4M	+$6.1M	5	3.31%	Increased
502	Mediolanum International Funds Dublin 1, Ireland	$16.4M	-$1.59M	3	0.2%	Reduced
503	FWSM First Wilshire Securities Management Pasadena, California	$16.4M	+$6.19M	2	4.47%	Increased
504	ING Group Amsterdam, Netherlands	$16.4M	+$692K	5	0.1%	Increased
505	PL Parkwood LLC Cleveland, Ohio	$16.3M	+$8.65M	2	1.46%	Increased
506	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$16.3M	-$737K	3	1.75%	Reduced
507	Beck Mack & Oliver New York	$16.2M	-$100K	1	0.31%	Reduced
508	New York Life Investment Management New York	$16.1M	-$1.21M	5	0.15%	Reduced
509	HCM Hodges Capital Management Dallas, Texas	$16.1M	-$491K	3	1.54%	Reduced
510	OBAM ODDO BHF Asset Management Paris, France	$16.1M	+$3.32M	2	0.61%	Increased
511	AMF Tjänstepension Stockholm, Sweden	$16.1M	+$15.5M	2	0.11%	New
512	UA Unison Advisors Washington, District of Columbia	$16M	+$105K	9	1.79%	Increased
513	Impax Asset Management Group London, United Kingdom	$15.9M	-$1.89M	1	0.09%	Reduced
514	I Immersion Aventura, Florida	$15.9M	$0	1	8.03%	Maintained
515	OP Asset Management Helsinki,	$15.7M	+$176K	8	0.23%	Increased
516	LCM Lakewood Capital Management New York	$15.7M	+$14.6M	1	1.17%	New
517	National Philanthropic Trust Jenkintown, Pennsylvania	$15.7M	$0	2	0.21%	Maintained
518	William Blair & Company Chicago, Illinois	$15.6M	-$197K	11	0.04%	Reduced
519	Capitolis Liquid Global Markets New York	$15.5M	+$2.67M	1	0.11%	Increased
520	Factory Mutual Insurance Waltham, Massachusetts	$15.4M	$0	1	0.17%	Maintained
521	KCM Kingdon Capital Management New York	$15.4M	+$14M	1	2.08%	New
522	NewEdge Wealth Pittsburgh, Pennsylvania	$15.3M	+$10M	6	0.24%	Increased
523	Brinker Capital Investments Berwyn, Pennsylvania	$15.2M	+$1.18M	10	0.13%	Increased
524	Atlantic Union Bankshares Glen Allen, Virginia	$15.2M	+$2.4M	8	0.35%	Increased
525	NRG Nemes Rush Group Novi, Michigan	$15M	+$14.2M	5	1.64%	Increased