← 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	Davenport & Co Richmond, Virginia	$9.7M	+$5.04M	5	0.05%	Increased
627	LFCM Long Focus Capital Management San Juan, Puerto Rico	$9.7M	+$9.8M	1	0.37%	New
628	CM Conifer Management New York	$9.7M	+$9.45M	1	1.26%	New
629	Empirical Wealth Management Seattle, Washington	$9.6M	-$1.58M	8	0.22%	Reduced
630	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.6M	+$109K	1	3.01%	Increased
631	WCM Investment Management Laguna Beach, California	$9.6M	+$448K	1	0.02%	Increased
632	HAM Harber Asset Management Asheville, North Carolina	$9.6M	+$9.19M	1	3.1%	New
633	MAA Mraz Amerine & Associates Modesto, California	$9.6M	+$686K	4	1.54%	Increased
634	CAM Crown Advisors Management Larkspur, California	$9.6M	+$1.58M	4	7.64%	Increased
635	SA swisspartners Advisors Zurich, Switzerland	$9.6M	+$339K	1	9.02%	Increased
636	Wolverine Trading Chicago, Illinois	$9.6M	+$348K	9	0.01%	Increased
637	Integrated Wealth Concepts Waltham, Massachusetts	$9.5M	+$1.57M	7	0.1%	Increased
638	AGF Management Toronto, Ontario, Canada	$9.48M	+$8.31M	3	0.04%	Increased
639	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$9.39M	+$93.5K	3	0.87%	Increased
640	BCM Bretton Capital Management San Francisco, California	$9.38M	$0	2	8.47%	Maintained
641	Baker Avenue Asset Management San Francisco, California	$9.38M	+$8.02M	3	0.27%	Increased
642	TSS Two Sigma Securities New York	$9.33M	+$6.78M	8	1.15%	Increased
643	Kornitzer Capital Management Shawnee Mission, Kansas	$9.18M	-$2.16M	1	0.18%	Reduced
644	ArrowMark Colorado Holdings Denver, Colorado	$9.16M	+$202K	3	0.17%	Increased
645	ZP Zimmer Partners New York	$9.13M	-$6.59M	1	0.2%	Reduced
646	BL BCWM LLC Overland Park, Kansas	$9.08M	+$78.8K	1	2.88%	Increased
647	GWM GDS Wealth Management Flower Mound, Texas	$9.07M	+$2.14M	1	0.66%	Increased
648	EULAV Asset Management Sarasota, Florida	$9.04M	$0	1	0.21%	Maintained
649	Davis Selected Advisers Tucson, Arizona	$9.03M	+$268K	1	0.05%	Increased
650	Group One Trading Chicago, Illinois	$9.03M	+$36K	9	0.02%	Increased