← 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	Simplex Trading Chicago, Illinois	$6.21M	+$1.91M	13	0.01%	Increased
602	HS Haafor (Singapore) Singapore	$6.2M	+$6.38M	3	4.1%	New
603	Algert Global San Francisco, California	$6.2M	+$2.47M	6	1.85%	Increased
604	IFM Investors Melbourne, Australia	$6.18M	-$337K	4	0.22%	Reduced
605	MAI Capital Management Independence, Ohio	$6.18M	+$3.07M	4	0.2%	Increased
606	FQ First Quadrant Glendale, California	$6.07M	-$3.05M	6	0.51%	Reduced
607	CWG Cornerstone Wealth Group Huntersville, North Carolina	$6.04M	+$1.42M	4	1.63%	Increased
608	PHAM Pacific Heights Asset Management San Francisco, California	$5.91M	$0	1	0.74%	Maintained
609	SM Sciencast Management Princeton, New Jersey	$5.87M	+$3.6M	4	1.56%	Increased
610	GJCM Grand Jean Capital Management San Francisco, California	$5.82M	+$687K	1	2.23%	Increased
611	CIBC World Market Toronto, Ontario, Canada	$5.81M	-$1.77M	6	0.02%	Reduced
612	FIG FundX Investment Group San Francisco, California	$5.81M	+$5.83M	1	1.57%	New
613	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$5.81M	+$611K	2	0.43%	Increased
614	Mirae Asset Global Investments Seoul, South Korea	$5.8M	-$12.9M	5	0.04%	Reduced
615	Capital Analysts LLC Fort Washington, Pennsylvania	$5.79M	+$21.1K	4	0.57%	Increased
616	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.77M	-$288K	1	0.39%	Reduced
617	VC Voss Capital Houston, Texas	$5.77M	+$5.52M	2	0.87%	New
618	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.74M	-$122K	4	1.99%	Reduced
619	GA GRS Advisors Chicago, Illinois	$5.72M	+$5.7M	1	3.3%	New
620	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$5.72M	+$553K	1	0.36%	Increased
621	GC GMT Capital Atlanta, Georgia	$5.71M	-$8.98M	2	0.22%	Reduced
622	GECH Garnet Equity Capital Holdings New York	$5.68M	+$6.25M	1	2.02%	New
623	AIM Aigen Investment Management New York	$5.68M	+$6.31M	9	0.94%	New
624	PCM Prelude Capital Management New York	$5.67M	+$2.08M	13	0.22%	Increased
625	Oberweis Asset Management Lisle, Illinois	$5.64M	-$6.8M	3	1.88%	Reduced