← 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
601	III Independent Investors Inc Nesconset, New York	$2.55M	$0	1	1.23%	Maintained
602	MP Manifold Partners San Francisco, California	$2.54M	-$1.37M	2	1.64%	Reduced
603	TWI Thomas White International Chicago, Illinois	$2.54M	-$1.51M	3	0.36%	Reduced
604	SFM Sphera Funds Management Tel Aviv, Israel	$2.53M	+$2.31M	1	0.71%	New
605	F&C Asset Management Edinburgh, Scotland, United Kingdom	$2.52M	-$14.5M	3	0.03%	Reduced
606	AF Arrow Financial Glens Falls, New York	$2.51M	-$48.2K	2	0.72%	Reduced
607	JCP Jabre Capital Partners Geneva, Switzerland	$2.48M	+$2.26M	1	0.19%	New
608	EIM Essex Investment Management Boston, Massachusetts	$2.48M	+$2.2M	3	0.35%	New
609	ID Integral Derivatives New York	$2.47M	+$2.18M	2	0.03%	New
610	HighTower Advisors Chicago, Illinois	$2.47M	-$2.42M	4	0.05%	Reduced
611	NCM Newland Capital Management New York	$2.44M	-$302K	2	2.85%	Reduced
612	GC Greenlight Capital New York	$2.44M	-$20.7M	1	0.03%	Reduced
613	KFA Kelleher Financial Advisors New York	$2.44M	-$467K	1	1.26%	Reduced
614	Rockefeller Financial Services New York	$2.42M	$0	2	0.05%	Maintained
615	ETrade Capital Management Arlington, Virginia	$2.4M	+$1.52M	2	0.19%	Increased
616	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.4M	+$2.16M	9	0.82%	New
617	HHC Hutchin Hill Capital New York	$2.4M	-$3.53M	2	0.16%	Reduced
618	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$2.39M	-$4.49M	5	0.15%	Reduced
619	RGI River Global Investors London, United Kingdom	$2.38M	-$477K	1	0.59%	Reduced
620	DP Dearborn Partners Chicago, Illinois	$2.36M	$0	1	0.28%	Maintained
621	ACM Ativo Capital Management Chicago, Illinois	$2.35M	+$34.1K	1	1.03%	Increased
622	DCM Dynamic Capital Management St. Helier, Jersey	$2.28M	-$2.73M	1	0.43%	Reduced
623	EEG E.E. Geduld	$2.26M	+$1.71M	4	1.09%	Increased
624	RHJA Rice Hall James & Associates San Diego, California	$2.25M	+$2M	1	0.16%	New
625	T TradeWorx Red Bank, New Jersey	$2.25M	+$1.04M	3	0.98%	Increased