← 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
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$9.94M +$1.07M 1 0.29% Increased
552
Mariner
Mariner
Kansas
$9.9M +$2.1M 6 0.04% Increased
553
Fenimore Asset Management
Fenimore Asset Management
New York
$9.89M -$11.2M 1 0.24% Reduced
554
TCM
Tributary Capital Management
Nebraska
$9.8M +$420K 2 0.77% Increased
555
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.78M +$4.15M 2 0.09% Increased
556
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$9.77M +$10.5M 2 0.38% Increased
557
Swiss Life Asset Management
Swiss Life Asset Management
$9.57M -$3.38M 3 0.13% Reduced
558
CTI
Community Trust & Investment
Kentucky
$9.54M +$11.1M 1 0.84% New
559
KTA
Keeley-Teton Advisors
Illinois
$9.36M -$439K 3 0.98% Reduced
560
Penserra Capital Management
Penserra Capital Management
California
$9.28M -$25.5M 13 0.22% Reduced
561
NI
NFC Investments
Tennessee
$9.25M +$119K 1 2.07% Increased
562
Cetera Advisor Networks
Cetera Advisor Networks
California
$9.22M +$911K 9 0.11% Increased
563
IVP
Intrinsic Value Partners
Arizona
$9.22M -$309K 1 9.77% Reduced
564
William Blair & Company
William Blair & Company
Illinois
$9.2M -$1.87M 6 0.03% Reduced
565
BAM
Berkshire Asset Management
Pennsylvania
$9.18M -$182K 1 0.58% Reduced
566
RCG
Rock Creek Group
District of Columbia
$9.12M +$3.16M 7 1.24% Increased
567
WCP
Waterfront Capital Partners
New York
$9.12M -$9.46M 1 0.57% Reduced
568
Wealthfront Advisers
Wealthfront Advisers
California
$9.05M +$5.1M 4 0.04% Increased
569
Frontier Capital Management
Frontier Capital Management
Massachusetts
$9.05M -$385K 1 0.08% Reduced
570
SGCIA
Smith Graham & Co Investment Advisors
Texas
$9.04M -$71.6K 1 0.94% Reduced
571
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$8.99M -$909K 5 0.1% Reduced
572
Scout Investments
Scout Investments
Missouri
$8.96M -$49.5M 1 0.14% Reduced
573
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$8.95M +$144K 2 0.76% Increased
574
DCM
Dupont Capital Management
Delaware
$8.92M +$157K 11 0.36% Increased
575
TCM
Twin Capital Management
Pennsylvania
$8.9M -$362K 3 0.96% Reduced