← 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	HCM Horiko Capital Management New York	$8.46M	-$4.13M	1	6.2%	Reduced
552	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$8.46M	-$1.86M	1	0.53%	Reduced
553	Advisors Asset Management Monument, Colorado	$8.43M	-$3.6M	7	0.15%	Reduced
554	ArrowMark Colorado Holdings Denver, Colorado	$8.42M	-$58.4K	2	0.1%	Reduced
555	Kestra Advisory Services Austin, Texas	$8.28M	+$2.37M	6	0.09%	Increased
556	IMOV Investment Management of Virginia Richmond, Virginia	$8.26M	+$5.54M	2	1.7%	Increased
557	SP StackLine Partners New York	$8.24M	+$8.79M	1	4.68%	New
558	1M 13D Management New York	$8.21M	+$646K	1	3.63%	Increased
559	BL BCWM LLC Overland Park, Kansas	$8.21M	+$657K	1	2.8%	Increased
560	FWC First Washington Corp Seattle, Washington	$8.17M	-$32.6K	2	3.79%	Reduced
561	Frontier Capital Management Boston, Massachusetts	$8.15M	+$101K	1	0.09%	Increased
562	PP PDT Partners New York	$8.14M	+$2.47M	9	0.72%	Increased
563	NI NFC Investments Memphis, Tennessee	$8.13M	+$107K	2	2.21%	Increased
564	IPW Inlet Private Wealth Jupiter, Florida	$8.07M	+$342K	3	2.3%	Increased
565	Quantbot Technologies New York	$8.03M	+$1.37M	12	0.74%	Increased
566	Allstate Corporation Northbrook, Illinois	$8M	+$1.55M	5	0.25%	Increased
567	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.96M	-$124K	3	1.02%	Reduced
568	MML Investors Services Springfield, Massachusetts	$7.95M	-$3.7M	7	0.06%	Reduced
569	GF Goodman Financial Houston, Texas	$7.92M	+$185K	1	2.62%	Increased
570	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$7.9M	+$89.7K	2	0.79%	Increased
571	Cantor Fitzgerald New York	$7.87M	-$662K	2	0.15%	Reduced
572	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$7.87M	+$40.2K	1	1.04%	Increased
573	BIC B&I Capital Zurich, Switzerland	$7.85M	-$1.16M	1	2.54%	Reduced
574	Penserra Capital Management Orinda, California	$7.82M	-$438K	15	0.21%	Reduced
575	Jump Financial Chicago, Illinois	$7.76M	-$1.29M	9	0.33%	Reduced