← 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
JWM
JGP Wealth Management
Oregon
$7.75M +$423K 1 1.56% Increased
577
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.64M -$86.5K 1 0.94% Reduced
578
Eagle Asset Management
Eagle Asset Management
Florida
$7.59M -$5.05M 4 0.05% Reduced
579
OPCM
Osborne Partners Capital Management
California
$7.54M -$206K 1 0.58% Reduced
580
GC
Globeflex Capital
California
$7.52M +$363K 13 1.84% Increased
581
1832 Asset Management
1832 Asset Management
Ontario, Canada
$7.52M -$61.5K 5 0.01% Reduced
582
DCM
Dupont Capital Management
Delaware
$7.43M -$654K 9 0.35% Reduced
583
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$7.38M -$115K 3 0.44% Reduced
584
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$7.32M +$2.65M 9 0.34% Increased
585
NAM
NorthCrest Asset Manangement
Minnesota
$7.32M +$78.8K 4 0.37% Increased
586
VWM
Venturi Wealth Management
Texas
$7.29M +$338K 1 0.65% Increased
587
Simplex Trading
Simplex Trading
Illinois
$7.21M +$715K 14 0.01% Increased
588
Seizert Capital Partners
Seizert Capital Partners
Michigan
$7.19M -$3.03M 2 0.38% Reduced
589
ECM
Elgethun Capital Management
South Dakota
$7.14M +$2.89M 3 2.77% Increased
590
MM
Main Management
California
$7.13M +$6.2M 1 0.85% Increased
591
WCF
West Coast Financial
California
$7.1M -$27.8K 1 1.26% Reduced
592
Verition Fund Management
Verition Fund Management
Connecticut
$7.08M +$262K 9 0.14% Increased
593
MAP
Moody Aldrich Partners
Massachusetts
$7.08M -$5.2M 2 1.39% Reduced
594
NEI
Northwest & Ethical Investments
Ontario, Canada
$7.07M +$867K 2 0.27% Increased
595
GCM
Glendon Capital Management
California
$7.07M $0 1 0.58% Maintained
596
PC
Pier Capital
Connecticut
$7.07M +$26.3K 1 1.21% Increased
597
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$7.03M -$816K 4 0.23% Reduced
598
Oppenheimer & Co
Oppenheimer & Co
New York
$6.93M -$1.03M 7 0.15% Reduced
599
DA
Duality Advisers
Florida
$6.92M +$1.25M 5 0.68% Increased
600
BDAM
Blue Door Asset Management
Connecticut
$6.87M +$1.62M 1 7.07% Increased