← 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	SCM Stevens Capital Management Radnor, Pennsylvania	$3.92M	+$1.67M	4	0.13%	Increased
552	HighTower Advisors Chicago, Illinois	$3.92M	+$2.4M	4	0.06%	Increased
553	Nomura Asset Management Tokyo, Japan	$3.9M	+$178K	5	0.07%	Increased
554	TCGI Three Corner Global Investors New York	$3.9M	-$3.47M	2	2.52%	Reduced
555	Creative Planning Overland Park, Kansas	$3.89M	+$1.06M	17	0.04%	Increased
556	RAM Ramsey Asset Management Reston, Virginia	$3.89M	$0	1	4.79%	Maintained
557	WIM Wingspan Investment Management New York	$3.82M	+$3.62M	1	2.5%	New
558	PAM PVG Asset Management Golden, Colorado	$3.81M	+$3.7M	1	0.91%	New
559	HBK Investments Dallas, Texas	$3.8M	-$22.8M	3	0.05%	Reduced
560	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$3.8M	-$55.7K	1	1.19%	Reduced
561	LBC Lowe Brockenbrough & Co Richmond, Virginia	$3.79M	+$3.68M	1	0.6%	New
562	RegentAtlantic Capital Morristown, New Jersey	$3.76M	-$162K	6	0.32%	Reduced
563	SL SIB LLC New York, New York	$3.74M	-$71.4K	3	2.62%	Reduced
564	Baird Milwaukee, Wisconsin	$3.7M	+$3.46M	1	0.04%	New
565	FVCM F&V Capital Management Boca Raton, Florida	$3.7M	-$129K	2	2.52%	Reduced
566	ABC Anchor Bolt Capital Chicago, Illinois	$3.7M	+$1.95M	1	0.21%	Increased
567	Whitebox Advisors Minneapolis, Minnesota	$3.66M	+$1.3M	2	0.15%	Increased
568	BL BCWM LLC Overland Park, Kansas	$3.64M	-$169K	1	1.76%	Reduced
569	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$3.63M	-$738K	4	1.62%	Reduced
570	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.56M	-$148K	4	0.11%	Reduced
571	WAM World Asset Management Detroit, Michigan	$3.55M	-$954K	5	0.12%	Reduced
572	Meag Munich Ergo Munich, Germany	$3.53M	+$3.33M	1	0.16%	New
573	ZDA Zweig-DiMenna Associates New York	$3.5M	-$105K	1	0.15%	Reduced
574	WAM Wood Asset Management Sarasota, Florida	$3.49M	-$6.06M	1	3.21%	Reduced
575	Suntrust Banks Atlanta, Georgia	$3.49M	-$1.14M	4	0.02%	Reduced