← 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	NIS National Investment Services Milwaukee, Wisconsin	$5.13M	-$300K	2	5.36%	Reduced
527	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.1M	-$1.88M	2	0.63%	Reduced
528	DCC Dow Chemical Company Midland, Michigan	$5.08M	+$187K	2	0.47%	Increased
529	AIU Algebris Investments (UK) London, United Kingdom	$5.06M	+$552K	1	1.99%	Increased
530	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.05M	+$43.5K	1	0.93%	Increased
531	Regions Financial Corp Birmingham, Alabama	$5.01M	+$1.57M	4	0.07%	Increased
532	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5M	+$464K	5	0.06%	Increased
533	PCM Prelude Capital Management New York	$4.99M	-$912K	8	0.7%	Reduced
534	Schroder Investment Management Group London, United Kingdom	$4.99M	-$37.2K	2	0.01%	Reduced
535	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$4.98M	-$47.1K	1	0.11%	Reduced
536	MSU Maple Securities USA Jersey City, New Jersey	$4.96M	+$4.9M	1	0.47%	New
537	Aberdeen Asset Management Aberdeen, United Kingdom	$4.94M	-$60.7K	3	0.01%	Reduced
538	FPCM Financial Partners Capital Management New York	$4.93M	-$150K	1	1.21%	Reduced
539	BCM Basswood Capital Management New York	$4.93M	+$201K	1	0.23%	Increased
540	RHI Richmond Hill Investments New York	$4.89M	$0	1	0.97%	Maintained
541	CAM CG Asset Management New York	$4.89M	+$88.7K	1	1.86%	Increased
542	Ancora Advisors Cleveland, Ohio	$4.88M	+$4.47M	2	0.57%	New
543	IIM Ironwood Investment Management Boston, Massachusetts	$4.88M	+$2.22M	2	1.12%	Increased
544	Jennison Associates New York	$4.85M	+$422K	2	0%	Increased
545	Synovus Financial Columbus, Georgia	$4.83M	+$205K	5	0.12%	Increased
546	TCM Tributary Capital Management Omaha, Nebraska	$4.82M	-$50.7K	3	0.75%	Reduced
547	Vident Investment Advisory Alpharetta, Georgia	$4.73M	-$268K	6	0.63%	Reduced
548	ECM EII Capital Management New York	$4.67M	-$11.9M	1	0.77%	Reduced
549	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$4.6M	-$269K	5	2.99%	Reduced
550	KAM Knightsbridge Asset Management Newport Beach, California	$4.59M	-$351K	2	2.38%	Reduced