← 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
551	AF Arrow Financial Glens Falls, New York	$2.52M	+$592K	2	0.77%	Increased
552	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.52M	-$23.6K	1	0.68%	Reduced
553	Zacks Investment Management Chicago, Illinois	$2.44M	-$7.59M	6	0.11%	Reduced
554	FAM Forty4 Asset Management Chicago, Illinois	$2.44M	-$1.13M	5	0.91%	Reduced
555	PP Paloma Partners Greenwich, Connecticut	$2.44M	+$613K	5	0.1%	Increased
556	GIM Guild Investment Management Los Angeles, California	$2.42M	-$4.24M	1	2.96%	Reduced
557	III Independent Investors Inc Nesconset, New York	$2.38M	+$1.17M	1	1.26%	Increased
558	CC Cannell & Co New York	$2.38M	+$1.59M	1	0.13%	Increased
559	Sumitomo Life Insurance Tokyo, Japan	$2.36M	+$112K	1	0.22%	Increased
560	Commonwealth Equity Services Waltham, Massachusetts	$2.36M	-$896K	3	0.04%	Reduced
561	GCP GSA Capital Partners London, United Kingdom	$2.34M	+$1.16M	4	0.19%	Increased
562	SIM SSI Investment Management Los Angeles, California	$2.33M	+$675K	4	0.21%	Increased
563	Wilmington Trust Wilmington, Delaware	$2.31M	-$1.75M	2	0.04%	Reduced
564	Nippon Life Global Investors Americas New York	$2.31M	-$29.4K	2	0.25%	Reduced
565	FOAM Five Oceans Asset Management Sydney, Australia	$2.28M	+$2.33M	1	0.67%	New
566	Barings Charlotte, North Carolina	$2.28M	-$544K	5	0.1%	Reduced
567	MFAM Motley Fool Asset Management Alexandria, Virginia	$2.27M	+$2.17M	1	0.68%	Increased
568	RGI River Global Investors London, United Kingdom	$2.24M	-$944K	2	0.5%	Reduced
569	IA Icon Advisers Greenwood Village, Colorado	$2.23M	-$1.75M	3	0.17%	Reduced
570	Rockefeller Financial Services New York	$2.22M	$0	2	0.05%	Maintained
571	MC Muhlenkamp & Co Wexford, Pennsylvania	$2.2M	$0	1	0.44%	Maintained
572	PCM Prelude Capital Management New York	$2.18M	-$1.11M	12	0.35%	Reduced
573	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.15M	+$54.1K	1	0.47%	Increased
574	NCM Newland Capital Management New York	$2.14M	+$2.09M	1	2.75%	New
575	FA FMA Advisory Harrisburg, Pennsylvania	$2.13M	+$148K	3	0.85%	Increased