← 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	ICM ICC Capital Management Orlando, Florida	$2.67M	-$1.28M	1	0.35%	Reduced
627	BHTS Bar Harbor Trust Services Ellsworth, Maine	$2.65M	$0	1	1.14%	Maintained
628	DP Dearborn Partners Chicago, Illinois	$2.64M	-$39.1K	1	0.24%	Reduced
629	Rockefeller Financial Services New York	$2.62M	+$2.37M	2	0.06%	Increased
630	BA Boston Advisors Boston, Massachusetts	$2.62M	+$2.31M	3	0.11%	Increased
631	QF QVT Financial New York	$2.59M	+$2.44M	1	0.13%	New
632	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.59M	-$114K	7	0.74%	Reduced
633	BHA Beech Hill Advisors New York	$2.58M	+$798K	4	1.28%	Increased
634	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.56M	-$1.6M	1	0.94%	Reduced
635	Gotham Asset Management New York	$2.56M	-$72.2M	2	0.02%	Reduced
636	Commonwealth Equity Services Waltham, Massachusetts	$2.54M	+$274K	5	0.03%	Increased
637	SI Standard Investments New York	$2.54M	-$1.57M	1	0.14%	Reduced
638	Marshall Wace London, United Kingdom	$2.52M	-$5.13M	3	0.03%	Reduced
639	Waratah Capital Advisors Toronto, Ontario, Canada	$2.49M	-$36.4K	1	1.17%	Reduced
640	JAFL Jay A. Fishman Ltd Troy, Michigan	$2.47M	+$69.6K	1	0.54%	Increased
641	CCM Cupps Capital Management Chicago, Illinois	$2.46M	+$2.39M	1	0.22%	New
642	Trexquant Investment Stamford, Connecticut	$2.44M	+$2.35M	4	0.43%	New
643	SRF Silver Rock Financial Los Angeles, California	$2.43M	+$2.4M	1	0.45%	New
644	Amundi Asset Management US Boston, Massachusetts	$2.42M	-$34.6M	2	0.01%	Reduced
645	CS Comerica Securities Detroit, Michigan	$2.42M	+$151K	1	0.74%	Increased
646	Glenmede Trust Philadelphia, Pennsylvania	$2.37M	+$940K	8	0.02%	Increased
647	FA Fagan Associates Troy, New York	$2.36M	+$533K	2	1.87%	Increased
648	SAG Sterne Agee Group Birmingham, Alabama	$2.35M	+$87.6K	3	0.36%	Increased
649	ST Semper Trust King Of Prussia, Pennsylvania	$2.32M	+$378K	1	0.93%	Increased
650	DSI Daiwa SB Investments Tokyo, Japan	$2.31M	-$272K	2	0.37%	Reduced