← 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	Stifel Financial St. Louis, Missouri	$3.49M	+$621K	7	0.02%	Increased
577	Group One Trading Chicago, Illinois	$3.48M	-$243K	7	0.05%	Reduced
578	AAM ACK Asset Management Greenwich, Connecticut	$3.43M	+$3.2M	1	1.24%	New
579	Cullen/Frost Bankers San Antonio, Texas	$3.43M	+$160K	3	0.13%	Increased
580	EULAV Asset Management Sarasota, Florida	$3.43M	$0	1	0.18%	Maintained
581	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.41M	-$240K	4	0.14%	Reduced
582	PFC Phocas Financial Corp Alameda, California	$3.4M	-$4.29M	1	0.3%	Reduced
583	JGC J. Goldman & Co New York	$3.36M	+$3.17M	1	0.4%	New
584	BOK Financial Tulsa, Oklahoma	$3.35M	-$5.84M	2	0.12%	Reduced
585	ACM Avalon Capital Management Port Of Redwood City, California	$3.35M	+$3.16M	1	2.57%	New
586	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.34M	-$99.9K	1	1.32%	Reduced
587	First Manhattan New York	$3.31M	-$951K	9	0.02%	Reduced
588	GCIA Gabelli & Co Investment Advisers Rye, New York	$3.3M	-$498K	1	0.47%	Reduced
589	CC Cannell & Co New York	$3.28M	-$22M	1	0.1%	Reduced
590	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$3.26M	+$3.06M	2	3.06%	New
591	SC Sophrosyne Capital New York	$3.25M	-$22.6K	1	5.01%	Reduced
592	BCM Basswood Capital Management New York	$3.23M	+$878K	1	0.15%	Increased
593	Fiera Capital (Canada) Montreal, Quebec, Canada	$3.23M	+$579K	2	0.02%	Increased
594	Ameritas Investment Partners Lincoln, Nebraska	$3.23M	+$48.4K	6	0.22%	Increased
595	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.23M	-$582K	3	0.02%	Reduced
596	Regions Financial Corp Birmingham, Alabama	$3.17M	-$284K	3	0.04%	Reduced
597	ECP Elk Creek Partners Denver, Colorado	$3.16M	+$1.1M	1	0.41%	Increased
598	AMI Amica Mutual Insurance Providence, Rhode Island	$3.14M	$0	4	0.24%	Maintained
599	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$3.1M	+$2.94M	2	0.68%	New
600	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.06M	-$1.95M	6	0.04%	Reduced