← 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	$7.45M	-$1.18M	7	0.12%	Reduced
627	AC AWH Capital Dallas, Texas	$7.43M	+$439K	2	7.66%	Increased
628	AAIM American Assets Investment Management San Diego, California	$7.4M	$0	2	0.78%	Maintained
629	Empyrean Capital Partners Los Angeles, California	$7.34M	-$2.59M	1	0.16%	Reduced
630	Mirae Asset Global Investments Seoul, South Korea	$7.34M	+$1.78M	4	0.02%	Increased
631	Allstate Corporation Northbrook, Illinois	$7.33M	-$2.89M	5	0.2%	Reduced
632	FG Formula Growth Montreal, Quebec, Canada	$7.29M	+$8.86M	1	1.37%	New
633	Huntington National Bank Columbus, Ohio	$7.28M	-$2.57M	18	0.07%	Reduced
634	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$7.24M	+$66.2K	1	1.08%	Increased
635	JWM JGP Wealth Management Bend, Oregon	$7.23M	+$313K	1	1.33%	Increased
636	RC Roundview Capital Princeton, New Jersey	$7.22M	+$55.1K	2	0.74%	Increased
637	Cohen & Steers New York	$7.21M	+$7.1M	1	0.01%	New
638	AP Appleton Partners Boston, Massachusetts	$7.2M	+$78.9K	1	0.59%	Increased
639	Freestone Capital Holdings Seattle, Washington	$7.19M	+$229K	2	0.29%	Increased
640	BW Gestao de Investimentos Sao Paulo, Brazil	$7.18M	+$8.05M	2	1.52%	New
641	Cerity Partners New York	$7.17M	-$661K	4	0.11%	Reduced
642	Creative Planning Overland Park, Kansas	$7.13M	+$145K	8	0.01%	Increased
643	Scotia Capital Toronto, Ontario, Canada	$7.1M	-$3.06M	5	0.05%	Reduced
644	Brinker Capital Investments Berwyn, Pennsylvania	$7.09M	+$724K	10	0.11%	Increased
645	OKSA O'Keefe Stevens Advisory Rochester, New York	$7.09M	+$430K	1	3.46%	Increased
646	RPA Rock Point Advisors Burlington, Vermont	$7.07M	+$530K	1	2.11%	Increased
647	EAMA EFG Asset Management (Americas) Miami, Florida	$7.04M	+$691K	1	1.31%	Increased
648	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$7.04M	+$91.3K	1	0.47%	Increased
649	Manning & Napier Group Fairport, New York	$7.01M	-$7.49M	1	0.07%	Reduced
650	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$6.96M	-$253K	1	5.05%	Reduced