← 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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.32M -$376K 4 0.03% Reduced
627
BCM
BTC Capital Management
Iowa
$3.31M +$3.43M 1 0.69% New
628
CCP
Corient Capital Partners
California
$3.29M +$3.51M 2 0.61% New
629
Barings
Barings
North Carolina
$3.29M -$2.37M 3 0.09% Reduced
630
RJA
Robshaw & Julian Associates
New York
$3.28M +$461K 1 2.44% Increased
631
BCM
Bourgeon Capital Management
Connecticut
$3.28M +$183K 2 2.1% Increased
632
AMI
Amica Mutual Insurance
Rhode Island
$3.27M $0 5 0.31% Maintained
633
HMS
Hanseatic Management Services
New Mexico
$3.27M +$1.58M 3 1.16% Increased
634
First Allied Advisory Services
First Allied Advisory Services
California
$3.25M +$418K 4 0.17% Increased
635
ACM
Argent Capital Management
Missouri
$3.24M +$1.67M 2 0.14% Increased
636
SRSA
S.R. Schill & Associates
Washington
$3.23M -$32.2K 2 2.12% Reduced
637
RCP
Rothschild Capital Partners
New York
$3.2M +$3.32M 1 1.15% New
638
LKIM
Lawson Kroeker Investment Management
Nebraska
$3.19M -$37.6K 1 1.03% Reduced
639
III
Independent Investors Inc
New York
$3.18M -$46.5K 1 1.47% Reduced
640
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$3.17M +$74.2K 1 0.3% Increased
641
HIS
Horizon Investment Services
Indiana
$3.15M +$760K 1 1.6% Increased
642
Lazard Asset Management
Lazard Asset Management
New York
$3.15M -$1.86M 3 0.01% Reduced
643
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$3.15M -$147K 4 2.03% Reduced
644
WAM
World Asset Management
Michigan
$3.13M +$255K 5 0.11% Increased
645
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.11M -$255K 4 0.16% Reduced
646
LMR Partners
LMR Partners
United Kingdom
$3.11M +$2.64M 3 0.3% Increased
647
CCM
Cobalt Capital Management
New Jersey
$3.05M +$419K 1 0.46% Increased
648
Advisors Capital Management
Advisors Capital Management
New Jersey
$3.04M -$908K 1 0.3% Reduced
649
NAM
NorthCoast Asset Management
Connecticut
$3.04M +$648K 2 0.25% Increased
650
SAM
Shell Asset Management
Netherlands
$3.03M -$46.7K 6 0.06% Reduced