← 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	Tower Research Capital (TRC) New York	$10.9M	+$3.24M	32	0.26%	Increased
627	NewEdge Wealth Pittsburgh, Pennsylvania	$10.8M	-$226K	7	0.12%	Reduced
628	CCM Callodine Capital Management Boston, Massachusetts	$10.8M	+$11.3M	1	0.87%	New
629	Avanza Fonder Stockholm, Sweden	$10.8M	-$125K	7	0.27%	Reduced
630	Chilton Capital Management Houston, Texas	$10.7M	-$1.55M	4	0.37%	Reduced
631	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.7M	-$149K	8	0.13%	Reduced
632	WC Westerkirk Capital Victoria,	$10.7M	+$4.06M	4	1.04%	Increased
633	Integrated Wealth Concepts Waltham, Massachusetts	$10.7M	+$873K	8	0.13%	Increased
634	PineBridge Investments New York	$10.6M	-$3.38M	4	0.08%	Reduced
635	WCM Woodson Capital Management Greenwich, Connecticut	$10.6M	-$4.97M	1	1.47%	Reduced
636	Summit Trail Advisors New York	$10.5M	+$500K	10	0.18%	Increased
637	AI Atom Investors Austin, Texas	$10.4M	+$7.45M	3	0.82%	Increased
638	NGM North Growth Management Vancouver, British Columbia, Canada	$10.3M	$0	1	1.62%	Maintained
639	AIA Group Hong Kong	$10.3M	-$1.21M	3	0.15%	Reduced
640	SSA Sierra Summit Advisors Incline Village, Nevada	$10.3M	+$1.22M	3	1.58%	Increased
641	Advisory Services Network Atlanta, Georgia	$10.3M	-$1.32M	7	0.15%	Reduced
642	AAIM American Assets Investment Management San Diego, California	$10.2M	$0	2	0.7%	Maintained
643	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$10.2M	-$545K	21	0.01%	Reduced
644	ArrowMark Colorado Holdings Denver, Colorado	$10M	-$554K	3	0.22%	Reduced
645	SAM Scopus Asset Management New York	$9.97M	-$86M	2	0.16%	Reduced
646	MAA Mraz Amerine & Associates Modesto, California	$9.95M	+$214K	4	1.48%	Increased
647	PP Passaic Partners Newark, New Jersey	$9.94M	+$10.4M	1	1.03%	New
648	PFC Phocas Financial Corp Alameda, California	$9.89M	-$23.3K	2	1.29%	Reduced
649	LCS Luma Capital SA Luxembourg,	$9.87M	+$10.1M	1	9.26%	New
650	Nomura Holdings Tokyo, Japan	$9.84M	+$3.96M	6	0.01%	Increased