← 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
651	Hantz Financial Services Southfield, Michigan	$10.8M	+$728K	18	0.15%	Increased
652	Kornitzer Capital Management Shawnee Mission, Kansas	$10.7M	+$496K	2	0.22%	Increased
653	OCP Oakcliff Capital Partners New York	$10.7M	$0	1	3.98%	Maintained
654	FVCM F&V Capital Management Boca Raton, Florida	$10.6M	+$192K	1	1.96%	Increased
655	Capitolis Liquid Global Markets New York	$10.5M	-$1.63M	3	0.05%	Reduced
656	HMCP Hook Mill Capital Partners New York	$10.4M	-$7.13M	1	0.97%	Reduced
657	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$10.4M	+$309K	2	4.85%	Increased
658	AA ABC Arbitrage Paris, France	$10.2M	-$4.81M	3	1.11%	Reduced
659	United Capital Financial Advisors Irving, Texas	$10.2M	-$527K	10	0.06%	Reduced
660	Montag & Associates Atlanta, Georgia	$10.2M	-$12.6M	9	0.43%	Reduced
661	EIP Easterly Investment Partners Beverly, Massachusetts	$10.2M	-$1.32M	2	0.52%	Reduced
662	ET Entropy Technologies New York	$10.2M	-$18.5M	8	0.4%	Reduced
663	Integrated Wealth Concepts Waltham, Massachusetts	$10.1M	-$1.95M	9	0.07%	Reduced
664	H2CM H/2 Credit Manager Stamford, Connecticut	$10M	$0	1	1.91%	Maintained
665	HCS Himension Capital (Singapore) Singapore	$9.98M	-$6.26M	2	0.61%	Reduced
666	AlphaCore Capital La Jolla, California	$9.97M	+$7.2M	8	0.18%	Increased
667	GIA Gem Investment Advisors Teaneck, New Jersey	$9.97M	$0	3	6.11%	Maintained
668	EIA Emerald Investment Advisers Leola, Pennsylvania	$9.96M	+$2.22M	2	0.66%	Increased
669	IFG Advisory Atlanta, Georgia	$9.92M	+$9M	9	0.35%	New
670	PEAK6 Chicago, Illinois	$9.85M	+$4.12M	7	0.02%	Increased
671	MB MidFirst Bank Oklahoma City, Oklahoma	$9.85M	+$185K	5	0.7%	Increased
672	MAA Mraz Amerine & Associates Modesto, California	$9.81M	+$121K	3	1.41%	Increased
673	PAMP Phoenix Asset Management Partners London,	$9.79M	$0	1	6.43%	Maintained
674	Apollon Wealth Management Mount Pleasant, South Carolina	$9.78M	+$4.38M	7	0.12%	Increased
675	HCM Hodges Capital Management Dallas, Texas	$9.72M	-$10.7M	3	0.64%	Reduced