← 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	CL CSS LLC Chicago, Illinois	$4.63M	-$132K	2	0.22%	Reduced
552	Salem Investment Counselors Winston Salem, North Carolina	$4.63M	+$5K	5	0.6%	Increased
553	Highbridge Capital Management New York	$4.61M	+$2.79M	4	0.07%	Increased
554	AM Account Management Boxford, Massachusetts	$4.6M	-$32.1K	1	6.28%	Reduced
555	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.57M	+$4.57M	2	0.3%	New
556	BOK Financial Tulsa, Oklahoma	$4.54M	+$970K	4	0.15%	Increased
557	FG FSI Group Cincinnati, Ohio	$4.54M	-$927K	2	2.51%	Reduced
558	BCM Breithorn Capital Management New York	$4.52M	+$1.42M	1	3.39%	Increased
559	RWM RKL Wealth Management Lancaster, Pennsylvania	$4.5M	-$4.82K	1	2.27%	Reduced
560	Stifel Financial St. Louis, Missouri	$4.48M	-$839K	10	0.02%	Reduced
561	BL BCWM LLC Overland Park, Kansas	$4.39M	-$37.5K	1	2.04%	Reduced
562	BTNA Bremer Trust National Association St. Cloud, Minnesota	$4.39M	-$327K	1	1.19%	Reduced
563	Jefferies Group New York	$4.38M	-$467K	6	0.02%	Reduced
564	KeyBank National Association Cleveland, Ohio	$4.38M	-$17.7K	6	0.03%	Reduced
565	SC Skylands Capital Milwaukee, Wisconsin	$4.36M	+$1.32M	2	0.68%	Increased
566	United Capital Financial Advisors Irving, Texas	$4.34M	+$219K	5	0.04%	Increased
567	DIA Dean Investment Associates Beavercreek, Ohio	$4.33M	+$107K	1	0.81%	Increased
568	FSCM Front Street Capital Management Missoula, Montana	$4.26M	-$30K	1	2.03%	Reduced
569	Weiss Multi-Strategy Advisers New York	$4.24M	+$2.54M	3	0.26%	Increased
570	Virginia Retirement Systems Richmond, Virginia	$4.21M	-$49.8K	1	0.06%	Reduced
571	ZIM ZPR Investment Management Orange City, Florida	$4.18M	-$760K	1	7.32%	Reduced
572	PCM Prelude Capital Management New York	$4.14M	+$930K	5	0.43%	Increased
573	Walleye Trading New York	$4.12M	+$1.36M	11	0.03%	Increased
574	SAM Securian Asset Management St Paul, Minnesota	$4.09M	+$138K	7	0.11%	Increased
575	PAM Paradigm Asset Management New York	$4.08M	+$3.38M	8	0.71%	Increased