← 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	M&T Bank Buffalo, New York	$8.68M	-$1.47M	9	0.05%	Reduced
527	LOAMU Lombard Odier Asset Management (USA) New York	$8.65M	-$2.35M	2	0.62%	Reduced
528	Suntrust Banks Atlanta, Georgia	$8.59M	+$969K	5	0.05%	Increased
529	CIA CCM Investment Advisers Columbia, South Carolina	$8.58M	-$445K	1	1.67%	Reduced
530	LWM Lyell Wealth Management Menlo Park, California	$8.56M	-$195K	2	3.17%	Reduced
531	BDS Banco de Sabadell Miami, Florida	$8.56M	+$626K	3	1.03%	Increased
532	Achmea Investment Management Zeist, Netherlands	$8.51M	-$1.84M	4	0.29%	Reduced
533	JAFL Jay A. Fishman Ltd Troy, Michigan	$8.37M	+$12.5K	1	1.58%	Increased
534	FVCM F&V Capital Management Boca Raton, Florida	$8.31M	+$203K	2	4.53%	Increased
535	NFGCM Norman Fields Gottscho Capital Management New York	$8.23M	+$508K	3	4.49%	Increased
536	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$8.15M	+$891K	1	0.92%	Increased
537	GF Goodman Financial Houston, Texas	$8.04M	-$94.6K	1	3.79%	Reduced
538	CCM Cerrano Capital Management New York	$8.03M	+$5.31M	1	1.61%	Increased
539	DG Delek Group Herzliya, Israel	$8M	+$8.44M	1	0.41%	Increased
540	CC Cipher Capital New York	$7.99M	-$3.21M	5	0.97%	Reduced
541	BPM Bowling Portfolio Management Cincinnati, Ohio	$7.94M	+$1.45M	4	1.09%	Increased
542	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.94M	+$1.92M	5	0.05%	Increased
543	FTCM First Trust Capital Management Chicago, Illinois	$7.92M	+$8.44M	1	1.12%	New
544	KAM Kavi Asset Management New York	$7.92M	+$1.31M	1	2.87%	Increased
545	LSC Lesa Sroufe & Co Seattle, Washington	$7.89M	+$92.5K	2	6.19%	Increased
546	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.88M	-$69.8K	1	1.13%	Reduced
547	FM Fondren Management Houston, Texas	$7.85M	-$562K	1	9.94%	Reduced
548	HIS Horizon Investment Services Hammond, Indiana	$7.83M	-$753K	2	3.53%	Reduced
549	Advisor Group Phoenix, Arizona	$7.8M	+$463K	22	0.11%	Increased
550	DWA Dorsey Wright & Associates Pasadena, California	$7.79M	+$209K	1	1.2%	Increased