← 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	VWM Venturi Wealth Management Austin, Texas	$10.6M	+$82.5K	1	1.01%	Increased
552	SM Scoggin Management New York	$10.6M	$0	1	3.25%	Maintained
553	DACG Donor Advised Charitable Giving San Francisco, California	$10.6M	+$2.79M	1	1.09%	Increased
554	Emerald Advisers Leola, Pennsylvania	$10.5M	-$37.4M	1	0.38%	Reduced
555	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$10.5M	+$1.55M	1	1.94%	Increased
556	NSGL No Street GP LP San Francisco, California	$10.5M	-$936K	1	1.36%	Reduced
557	Empowered Funds Havertown, Pennsylvania	$10.5M	$0	4	2.01%	Maintained
558	MAM Meeder Asset Management Dublin, Ohio	$10.3M	+$8.42M	19	0.53%	Increased
559	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$10.3M	+$489K	2	0.45%	Increased
560	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10.3M	-$256K	1	3.86%	Reduced
561	Xponance Philadelphia, Pennsylvania	$10.2M	-$330K	8	0.22%	Reduced
562	CIBC World Markets New York	$10.2M	-$12.4M	8	0.06%	Reduced
563	1M 13D Management New York	$10.1M	+$5.35M	1	3.76%	Increased
564	Alphinity Investment Management Sydney, Australia	$10M	+$8.93M	1	0.47%	New
565	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$10M	+$6.37M	3	0.35%	Increased
566	Scotia Capital Toronto, Ontario, Canada	$10M	+$735K	4	0.08%	Increased
567	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$9.98M	-$1.97M	2	0.98%	Reduced
568	Seizert Capital Partners Birmingham, Michigan	$9.91M	-$1.59M	1	0.52%	Reduced
569	BUB BBVA USA Bancshares Houston, Texas	$9.85M	-$165K	3	0.47%	Reduced
570	Inspire Investing Meridian, Idaho	$9.82M	+$2.95M	12	1.51%	Increased
571	IFM Investors Melbourne, Australia	$9.71M	+$964K	4	0.26%	Increased
572	OPCM Osborne Partners Capital Management San Francisco, California	$9.71M	+$8.33M	1	0.88%	New
573	Ameritas Investment Partners Lincoln, Nebraska	$9.64M	-$196K	22	0.37%	Reduced
574	RGI River Global Investors London, United Kingdom	$9.64M	-$571K	1	0.58%	Reduced
575	HRT Financial New York	$9.64M	-$4.46M	9	0.1%	Reduced