← 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	Great Lakes Advisors Chicago, Illinois	$2.87M	+$2.13M	1	0.09%	Increased
627	Pitcairn Conshohocken, Pennsylvania	$2.86M	+$653K	4	0.32%	Increased
628	GCA Gideon Capital Advisors New York	$2.85M	+$2.48M	1	1.15%	Increased
629	SCP Scoria Capital Partners Stamford, Connecticut	$2.83M	+$2.52M	1	0.8%	New
630	AG Artal Group Luxembourg	$2.82M	+$2.67M	1	0.13%	New
631	MCTP MPAM Credit Trading Partners Cleveland, Ohio	$2.82M	+$2.67M	1	2%	New
632	BLM Bennett Lawrence Management New York	$2.8M	+$2.56M	1	0.75%	New
633	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.8M	-$109K	7	0.79%	Reduced
634	Comerica Securities Detroit, Michigan	$2.76M	+$150K	1	0.71%	Increased
635	LMR Partners London, United Kingdom	$2.74M	+$1.53M	3	0.38%	Increased
636	Leuthold Group Minneapolis, Minnesota	$2.73M	+$1.46M	2	0.25%	Increased
637	BHA Beech Hill Advisors New York	$2.73M	-$101K	3	1.28%	Reduced
638	Fagan Associates Troy, New York	$2.72M	+$101K	2	2.02%	Increased
639	SRF Silver Rock Financial Los Angeles, California	$2.72M	$0	1	0.73%	Maintained
640	Jaffetilchin Investment Partners Tampa, Florida	$2.71M	+$778K	3	0.82%	Increased
641	WCM Wesley Capital Management New York	$2.69M	+$1.4M	1	2.07%	Increased
642	Granite Investment Partners El Segundo, California	$2.67M	-$2.05M	2	0.23%	Reduced
643	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.66M	+$2.38M	1	3.79%	New
644	Gotham Asset Management New York	$2.66M	+$28.4K	2	0.02%	Increased
645	RJA Robshaw & Julian Associates Williamsville, New York	$2.64M	-$13K	1	1.99%	Reduced
646	Capital Fund Management (CFM) Paris, France	$2.6M	-$47.6M	1	0.04%	Reduced
647	Sun Life Financial Toronto, Ontario, Canada	$2.6M	-$517K	1	0.27%	Reduced
648	IIM Ironwood Investment Management Boston, Massachusetts	$2.6M	+$2.16M	2	0.48%	Increased
649	CG Clinton Group New York	$2.59M	+$512K	3	0.68%	Increased
650	Engineers Gate Manager New York	$2.58M	+$1.86M	2	0.34%	Increased