← 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	SAM Scopus Asset Management New York	$3.54M	-$9.86M	1	0.07%	Reduced
552	SAM Securian Asset Management St Paul, Minnesota	$3.51M	+$144K	7	0.12%	Increased
553	GCA Gideon Capital Advisors New York	$3.51M	+$91.5K	3	1.36%	Increased
554	Placemark Investments Chicago, Illinois	$3.5M	+$664K	8	0.06%	Increased
555	PCI Pacifica Capital Investments Leander, Texas	$3.47M	+$1.64M	1	2.4%	Increased
556	RAM Ramsey Asset Management Reston, Virginia	$3.45M	$0	1	4.47%	Maintained
557	GCIA Gabelli & Co Investment Advisers Rye, New York	$3.41M	+$393K	2	0.54%	Increased
558	TAL TIG Advisors LLC New York	$3.38M	+$3.57M	1	0.13%	New
559	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.37M	$0	4	0.13%	Maintained
560	SL SIB LLC New York, New York	$3.37M	$0	3	2.36%	Maintained
561	Group One Trading Chicago, Illinois	$3.35M	+$1.04M	7	0.05%	Increased
562	Nomura Asset Management Tokyo, Japan	$3.29M	+$670K	5	0.06%	Increased
563	ICM ICC Capital Management Orlando, Florida	$3.29M	-$2.61M	1	0.4%	Reduced
564	AC Amici Capital New York	$3.29M	+$173K	2	0.11%	Increased
565	CC Clearline Capital New York	$3.29M	+$3.61M	1	0.53%	New
566	Jennison Associates New York	$3.28M	+$2.66M	3	0%	Increased
567	RegentAtlantic Capital Morristown, New Jersey	$3.23M	+$2.43M	2	0.3%	Increased
568	SI Shaker Investments Cleveland, Ohio	$3.22M	-$766K	2	2.2%	Reduced
569	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.21M	+$1.35M	3	0.03%	Increased
570	Schroder Investment Management Group London, United Kingdom	$3.19M	-$466K	3	0%	Reduced
571	GIM Gyrus Investment Management Toronto, Ontario, Canada	$3.18M	+$221K	1	0.56%	Increased
572	ECM Exchange Capital Management Ann Arbor, Michigan	$3.17M	+$37.6K	1	1.38%	Increased
573	Advisors Capital Management Ridgewood, New Jersey	$3.17M	+$190K	1	0.41%	Increased
574	CAM CG Asset Management New York	$3.16M	-$542K	1	1.3%	Reduced
575	III Independent Investors Inc Nesconset, New York	$3.15M	-$30.7K	1	1.42%	Reduced