← 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
576	Daiwa Securities Group Tokyo, Japan	$3.03M	-$782K	5	0.03%	Reduced
577	Janus Henderson Group London,	$3.03M	$0	5	0.03%	Maintained
578	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.02M	+$1.87M	1	0.71%	Increased
579	Nordea Investment Management Stockholm, Sweden	$2.99M	+$40.1K	3	0.01%	Increased
580	Employees Retirement System of Texas Austin, Texas	$2.94M	-$1.36M	3	0.04%	Reduced
581	BIG Blackthorn Investment Group Overland Park, Kansas	$2.94M	-$530K	3	1.08%	Reduced
582	FMT First Mercantile Trust Cordova, Tennessee	$2.92M	-$1.12M	6	0.23%	Reduced
583	Advisors Asset Management Monument, Colorado	$2.91M	+$1.74M	9	0.05%	Increased
584	KAM Knightsbridge Asset Management Newport Beach, California	$2.88M	-$31.4K	1	0.77%	Reduced
585	DBT Dubuque Bank & Trust Dubuque, Iowa	$2.87M	+$1.22M	2	0.5%	Increased
586	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.85M	-$26.5K	1	0.96%	Reduced
587	RC Roundview Capital Princeton, New Jersey	$2.83M	+$862K	2	1.3%	Increased
588	Axa Paris, France	$2.81M	-$2.66M	2	0.01%	Reduced
589	ANBT American National Bank & Trust Wichita Falls, Texas	$2.8M	-$66.7K	1	1.12%	Reduced
590	SCA Secor Capital Advisors New York	$2.79M	+$2.57M	3	1.11%	New
591	VNA VNBTrust National Association Charlottesville, Virginia	$2.78M	-$5.18M	1	1.33%	Reduced
592	Baird Milwaukee, Wisconsin	$2.76M	+$1.8M	3	0.05%	Increased
593	CAM Cubic Asset Management Boston, Massachusetts	$2.73M	+$531K	2	0.86%	Increased
594	AF Ally Financial Detroit, Michigan	$2.72M	+$2.4M	2	0.29%	New
595	PWAM Park West Asset Management San Francisco, California	$2.71M	+$2.64M	1	0.34%	New
596	Barings Charlotte, North Carolina	$2.7M	+$57.6K	2	0.11%	Increased
597	JP Morgan Private Wealth Advisors San Francisco, California	$2.67M	+$2.32M	1	0.05%	New
598	Regions Financial Corp Birmingham, Alabama	$2.66M	+$868K	3	0.03%	Increased
599	FOAM Five Oceans Asset Management Sydney, Australia	$2.64M	+$15.1K	1	0.73%	Increased
600	FA FMA Advisory Harrisburg, Pennsylvania	$2.61M	+$44.7K	3	1.07%	Increased