← 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	DCM Dupont Capital Management Wilmington, Delaware	$5.7M	-$1.59M	12	0.34%	Reduced
627	Ameritas Investment Partners Lincoln, Nebraska	$5.69M	-$192K	25	0.25%	Reduced
628	PP Passaic Partners Newark, New Jersey	$5.69M	+$6.29M	1	1.18%	New
629	APCM Arbiter Partners Capital Management New York	$5.66M	-$256K	1	3.61%	Reduced
630	KTA Keeley-Teton Advisors Chicago, Illinois	$5.62M	+$494K	4	0.77%	Increased
631	Engineers Gate Manager New York	$5.62M	+$340K	12	0.35%	Increased
632	GCIA Gabelli & Co Investment Advisers Rye, New York	$5.55M	+$3.23M	1	0.72%	Increased
633	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$5.55M	+$511K	1	0.13%	Increased
634	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$5.53M	-$2.88M	1	0.34%	Reduced
635	RWA River Wealth Advisors Camp Hill, Pennsylvania	$5.51M	-$282K	3	1.19%	Reduced
636	GIG Goodnow Investment Group Darien, Connecticut	$5.5M	+$42.1K	1	0.92%	Increased
637	Eagle Asset Management St Petersburg, Florida	$5.48M	-$1.8M	3	0.04%	Reduced
638	DIA Dean Investment Associates Beavercreek, Ohio	$5.45M	+$733K	2	1.11%	Increased
639	HI Hendershot Investments Centreville, Virginia	$5.45M	+$26.7K	2	1.03%	Increased
640	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.38M	+$3.1M	4	0.08%	Increased
641	MAM Meeder Asset Management Dublin, Ohio	$5.37M	+$1.3M	20	0.31%	Increased
642	CPO Cerity Partners OCIO New York	$5.24M	+$821K	2	0.18%	Increased
643	GC Gratia Capital Los Angeles, California	$5.24M	-$3.32M	2	10.81%	Reduced
644	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.22M	-$310K	22	0.25%	Reduced
645	SCM Sandler Capital Management New York	$5.22M	+$5.62M	1	0.73%	New
646	GP Girard Partners King Of Prussia, Pennsylvania	$5.21M	-$737K	1	0.69%	Reduced
647	FP Factorial Partners Mt. Kisco, New York	$5.16M	+$253K	5	4.48%	Increased
648	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$5.16M	-$2.18M	3	0.21%	Reduced
649	Patient Capital Management Baltimore, Maryland	$5.14M	-$122K	2	2.57%	Reduced
650	IFP Advisors Tampa, Florida	$5.14M	-$21.6K	21	0.12%	Reduced