← 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
526	DVM Dreman Value Management West Palm Beach, Florida	$4.04M	+$4.5M	2	0.33%	Increased
527	Wolverine Asset Management Chicago, Illinois	$4.03M	+$1.08M	5	0.08%	Increased
528	VAM Verity Asset Management Durham, North Carolina	$4.03M	-$634K	1	4.53%	Reduced
529	CCA Cobblestone Capital Advisors Rochester, New York	$4.02M	+$7.98K	1	0.74%	Increased
530	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.02M	-$1.68M	5	0.12%	Reduced
531	BCM Bourgeon Capital Management Darien, Connecticut	$4.01M	+$562K	2	2.34%	Increased
532	SI Standard Investments New York	$3.99M	+$240K	1	0.21%	Increased
533	IMOV Investment Management of Virginia Richmond, Virginia	$3.98M	-$137K	1	0.72%	Reduced
534	ACM Afton Capital Management Charlotte, North Carolina	$3.92M	-$11.4M	1	6.81%	Reduced
535	WAM World Asset Management Detroit, Michigan	$3.9M	+$249K	6	0.12%	Increased
536	ID Integral Derivatives New York	$3.88M	+$469K	3	0.07%	Increased
537	NIS National Investment Services Milwaukee, Wisconsin	$3.86M	+$3.88M	1	3.16%	New
538	Ancora Advisors Cleveland, Ohio	$3.83M	+$539K	2	0.49%	Increased
539	Virtu KCG Holdings New York	$3.82M	-$7.17M	9	0.07%	Reduced
540	CIA CCM Investment Advisers Columbia, South Carolina	$3.81M	-$2.45M	1	0.34%	Reduced
541	CAM Capstone Asset Management Houston, Texas	$3.75M	+$121K	8	0.13%	Increased
542	CIBC World Market Toronto, Ontario, Canada	$3.74M	-$986K	4	0.01%	Reduced
543	Anchor Capital Advisors Boston, Massachusetts	$3.72M	+$940K	2	0.08%	Increased
544	MCM McKinley Capital Management Anchorage, Alaska	$3.66M	-$3.7M	1	0.16%	Reduced
545	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.6M	+$375K	2	1.36%	Increased
546	Catalyst Capital Advisors Huntington, New York	$3.6M	+$3.74M	3	0.46%	Increased
547	Natixis Paris, France	$3.59M	+$3.35M	4	0.06%	Increased
548	Nippon Life Global Investors Americas New York	$3.58M	$0	2	0.34%	Maintained
549	Janus Henderson Group London,	$3.56M	$0	5	0.03%	Maintained
550	GC GMT Capital Atlanta, Georgia	$3.55M	+$3.88M	1	0.08%	New