← 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
BIC
Beach Investment Counsel
Pennsylvania
$3.04M +$3.06M 1 0.3% New
627
DA
Denali Advisors
California
$3.02M +$3.04M 3 0.66% New
628
BCM
Bourgeon Capital Management
Connecticut
$3.02M +$13.9K 2 1.83% Increased
629
DP
Dearborn Partners
Illinois
$3M $0 1 0.29% Maintained
630
HCMT
Highland Capital Management (Tennessee)
Tennessee
$2.99M +$2.95M 2 0.23% New
631
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$2.98M +$969K 7 0.06% Increased
632
WBC
Westpac Banking Corp
Australia
$2.95M -$3.62M 5 0.03% Reduced
633
TI
Turner Investments
Pennsylvania
$2.94M +$1.28M 3 0.54% Increased
634
WAM
World Asset Management
Michigan
$2.93M -$788K 5 0.12% Reduced
635
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.92M +$2.6M 9 0.08% Increased
636
LCM
Landscape Capital Management
New Jersey
$2.92M +$1.78M 4 0.5% Increased
637
CCM
Cupps Capital Management
Illinois
$2.9M -$1.12M 1 0.28% Reduced
638
JAFL
Jay A. Fishman Ltd
Michigan
$2.9M -$43.4K 1 0.6% Reduced
639
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.89M +$1.26M 3 0.06% Increased
640
CS
Comerica Securities
Michigan
$2.87M -$32K 1 0.71% Reduced
641
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$2.84M +$71.8K 2 0.08% Increased
642
SGH
Schonfeld Group Holdings
New York
$2.84M +$3.06M 1 2.61% New
643
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$2.83M +$1.13M 1 0.05% Increased
644
Zacks Investment Management
Zacks Investment Management
Illinois
$2.82M +$1.21M 3 0.09% Increased
645
Rockefeller Financial Services
Rockefeller Financial Services
New York
$2.82M $0 2 0.06% Maintained
646
DTL
Dynamic Technology Lab
Singapore
$2.81M +$604K 7 0.98% Increased
647
NEI
Northwest & Ethical Investments
Ontario, Canada
$2.79M -$2.69M 1 0.18% Reduced
648
GCA
Gideon Capital Advisors
New York
$2.78M +$82.7K 3 1.15% Increased
649
BL
BCWM LLC
Kansas
$2.78M +$343K 1 1.16% Increased
650
CAM
Cubic Asset Management
Massachusetts
$2.77M -$18.9K 1 0.88% Reduced