← 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	ECM Exchange Capital Management Ann Arbor, Michigan	$4.97M	-$31.4K	1	2.1%	Reduced
527	BNP Paribas Asset Management Paris, France	$4.95M	+$1.2M	5	0.04%	Increased
528	Employees Retirement System of Texas Austin, Texas	$4.9M	+$562K	4	0.07%	Increased
529	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$4.84M	-$89.5K	2	0.8%	Reduced
530	Salem Investment Counselors Winston Salem, North Carolina	$4.82M	-$72.5K	4	0.61%	Reduced
531	AssetMark Inc Concord, California	$4.81M	+$922K	7	0.09%	Increased
532	BTNA Bremer Trust National Association St. Cloud, Minnesota	$4.79M	+$6.55K	1	1.43%	Increased
533	Walleye Trading New York	$4.72M	+$312K	10	0.05%	Increased
534	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.71M	+$4.77M	4	0.06%	New
535	KeyBank National Association Cleveland, Ohio	$4.7M	-$2.2M	5	0.03%	Reduced
536	Zurich Insurance Group Zurich, Switzerland	$4.68M	-$17.2M	3	0.17%	Reduced
537	Eaton Vance Management Boston, Massachusetts	$4.64M	-$6.87M	3	0.01%	Reduced
538	DM Delphi Management Brookline, Massachusetts	$4.64M	-$8.87M	2	2.99%	Reduced
539	Axa Paris, France	$4.61M	-$2.92M	6	0.02%	Reduced
540	Highbridge Capital Management New York	$4.58M	+$5.1M	5	0.07%	Increased
541	IFP Advisors Tampa, Florida	$4.57M	+$4.65M	17	0.31%	New
542	FG FSI Group Cincinnati, Ohio	$4.57M	-$89.5K	3	1.87%	Reduced
543	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.55M	+$3.24M	2	0.51%	Increased
544	Ancora Advisors Cleveland, Ohio	$4.52M	+$14.2K	2	0.58%	Increased
545	SAM Securian Asset Management St Paul, Minnesota	$4.48M	-$57.1K	8	0.13%	Reduced
546	Jefferies Group New York	$4.45M	-$4.06M	6	0.03%	Reduced
547	Wedbush Securities Los Angeles, California	$4.41M	-$246K	5	0.8%	Reduced
548	Janus Henderson Group London,	$4.4M	$0	5	0.04%	Maintained
549	ECA Endeavour Capital Advisors Greenwich, Connecticut	$4.37M	-$17.1M	1	0.32%	Reduced
550	FRM Foundation Resource Management Little Rock, Arkansas	$4.36M	-$395K	1	0.94%	Reduced