← 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
626	6CM 683 Capital Management New York	$2.36M	+$375K	1	0.81%	Increased
627	BCM Basswood Capital Management New York	$2.35M	-$17K	1	0.12%	Reduced
628	PAM Paradigm Asset Management New York	$2.35M	+$2.15M	3	0.33%	Increased
629	NG NatWest Group Edinburgh, Scotland, United Kingdom	$2.32M	+$563K	5	0.02%	Increased
630	P Pitcairn Conshohocken, Pennsylvania	$2.32M	-$27.3K	4	0.26%	Reduced
631	DP Dearborn Partners Chicago, Illinois	$2.32M	$0	1	0.22%	Maintained
632	DCC Dow Chemical Company Midland, Michigan	$2.26M	$0	1	0.2%	Maintained
633	FA FMA Advisory Harrisburg, Pennsylvania	$2.26M	+$553	3	0.83%	Increased
634	ALPS Advisors Denver, Colorado	$2.25M	-$1.8M	4	0.02%	Reduced
635	Quantbot Technologies New York	$2.25M	-$3.13M	6	0.31%	Reduced
636	Waratah Capital Advisors Toronto, Ontario, Canada	$2.24M	-$220K	1	1.61%	Reduced
637	MIM Montgomery Investment Management Rockville, Maryland	$2.23M	$0	1	1.54%	Maintained
638	PCM Prelude Capital Management New York	$2.19M	-$1.69M	11	0.31%	Reduced
639	Advent Capital Management New York	$2.17M	+$54.5K	1	0.03%	Increased
640	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.17M	+$1.09M	4	0.11%	Increased
641	Regents of the University of California Oakland, California	$2.16M	-$207K	1	1.22%	Reduced
642	Paradigm Capital Management Inc Albany, New York	$2.16M	-$2.29M	1	0.18%	Reduced
643	CS Comerica Securities Detroit, Michigan	$2.16M	+$2.4M	1	0.72%	New
644	Emerald Advisers Leola, Pennsylvania	$2.14M	-$1.63M	1	0.13%	Reduced
645	FCM FJ Capital Management Mclean, Virginia	$2.12M	+$2.45M	1	0.78%	New
646	DSI Daiwa SB Investments Tokyo, Japan	$2.12M	-$1.63M	2	0.26%	Reduced
647	FMT First Mercantile Trust Cordova, Tennessee	$2.11M	-$223K	5	0.17%	Reduced
648	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.1M	+$200K	1	0.93%	Increased
649	MSU Maple Securities USA Jersey City, New Jersey	$2.09M	+$1.98M	1	0.23%	Increased
650	JAFL Jay A. Fishman Ltd Troy, Michigan	$2.08M	-$1.42M	1	0.46%	Reduced