← 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	MCM Masterton Capital Management New York	$15.1M	+$6.31M	2	11.01%	Increased
527	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$15M	+$429K	3	0.29%	Increased
528	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$15M	-$1.35M	3	3.4%	Reduced
529	TCM Tributary Capital Management Omaha, Nebraska	$14.9M	-$1.24M	2	1.12%	Reduced
530	Lazard Asset Management New York	$14.8M	-$993K	14	0.02%	Reduced
531	Frontier Capital Management Boston, Massachusetts	$14.8M	-$130K	1	0.12%	Reduced
532	OA Oak Associates Akron, Ohio	$14.8M	+$6.31K	3	0.79%	Increased
533	MHP Manatuck Hill Partners Westport, Connecticut	$14.7M	+$1.18M	2	5.55%	Increased
534	PWAM Park West Asset Management San Francisco, California	$14.6M	+$11.3M	1	0.29%	New
535	JC JBF Capital Aspen, Colorado	$14.6M	+$9.58M	2	2.74%	Increased
536	Colony Group Boston, Massachusetts	$14.5M	+$298K	6	0.25%	Increased
537	ALAM Asahi Life Asset Management Tokyo, Japan	$14.4M	+$1.43M	4	1.82%	Increased
538	VanEck Associates New York	$14.3M	+$2.14M	6	0.03%	Increased
539	WorldQuant Millennium Advisors New York	$14.2M	-$1.75M	1	0.28%	Reduced
540	D.A. Davidson & Co Great Falls, Montana	$14.1M	+$84.4K	5	0.15%	Increased
541	AFM Anson Funds Management Dallas, Texas	$14M	-$17.9M	2	1.37%	Reduced
542	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$14M	+$392K	3	0.54%	Increased
543	William Blair & Company Chicago, Illinois	$14M	+$876K	9	0.04%	Increased
544	Nissay Asset Management Tokyo, Japan	$13.9M	+$206K	5	0.11%	Increased
545	Algert Global San Francisco, California	$13.9M	+$3.6M	13	1.74%	Increased
546	Simplex Trading Chicago, Illinois	$13.8M	-$183K	14	0.01%	Reduced
547	Winton Group London, United Kingdom	$13.8M	-$1.99M	10	0.84%	Reduced
548	IFM Investors Melbourne, Australia	$13.7M	-$174K	4	0.25%	Reduced
549	Huntington National Bank Columbus, Ohio	$13.7M	+$380K	17	0.12%	Increased
550	Scotia Capital Toronto, Ontario, Canada	$13.6M	+$1.13M	6	0.09%	Increased