← 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
Illinois
$5.17M +$129K 2 0.31% Increased
552
NIP
Nicholas Investment Partners
California
$5.12M -$297K 1 0.36% Reduced
553
AMI
Amica Mutual Insurance
Rhode Island
$5.1M +$2.47M 4 0.46% Increased
554
SAM
Shell Asset Management
Netherlands
$5.04M +$898K 8 0.11% Increased
555
Advisor Group
Advisor Group
Arizona
$4.99M +$1.81M 20 0.1% Increased
556
Ariel Investments
Ariel Investments
Illinois
$4.98M +$1.02M 1 0.06% Increased
557
CAM
Cortina Asset Management
Wisconsin
$4.96M -$36.1K 1 0.21% Reduced
558
MC
Menta Capital
California
$4.89M -$3.64M 2 0.48% Reduced
559
Panagora Asset Management
Panagora Asset Management
Massachusetts
$4.89M -$2.43M 10 0.02% Reduced
560
BL
BCWM LLC
Kansas
$4.87M -$71.6K 1 2.19% Reduced
561
LA
Leonetti & Associates
Illinois
$4.82M -$235K 1 1.4% Reduced
562
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$4.81M +$747K 4 0.15% Increased
563
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$4.79M +$797K 3 0.17% Increased
564
CIA
Capital Impact Advisors
Massachusetts
$4.75M +$488K 3 1.89% Increased
565
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$4.74M -$820K 4 0.04% Reduced
566
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.73M +$632K 7 0.58% Increased
567
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.72M +$3.45M 7 0.08% Increased
568
NP
NS Partners
United Kingdom
$4.7M +$10.5K 1 0.68% Increased
569
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.67M +$378K 5 0.05% Increased
570
PGCM
Prescott Group Capital Management
Oklahoma
$4.67M $0 2 1.02% Maintained
571
Brinker Capital
Brinker Capital
Pennsylvania
$4.66M +$1.33M 4 0.22% Increased
572
PCM
Prelude Capital Management
New York
$4.65M -$4.13K 7 0.45% Reduced
573
GPGA
Grandeur Peak Global Advisors
Utah
$4.57M $0 1 0.75% Maintained
574
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.49M +$487K 8 0.08% Increased
575
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$4.46M +$1.86M 9 0.33% Increased