← 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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.98M	-$961	7	0.06%	Reduced
652	Atika Capital Management New York	$2.97M	+$3.3M	1	1.46%	New
653	ICRM Insight Capital Research & Management Walnut Creek, California	$2.97M	+$2.98M	1	0.9%	New
654	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.96M	+$3.14M	2	0.34%	New
655	SC Sophrosyne Capital New York	$2.91M	$0	1	25.2%	Maintained
656	TWI Thomas White International Chicago, Illinois	$2.9M	+$1.82M	3	0.43%	Increased
657	Jennison Associates New York	$2.89M	-$1.48M	2	0%	Reduced
658	Fagan Associates Troy, New York	$2.89M	+$192K	2	2.12%	Increased
659	RegentAtlantic Capital Morristown, New Jersey	$2.85M	-$365K	2	0.27%	Reduced
660	Dearborn Partners Chicago, Illinois	$2.83M	$0	1	0.28%	Maintained
661	WMC Westwood Management Corporation Chicago, Illinois	$2.82M	+$3.02M	1	0.53%	New
662	SCA Secor Capital Advisors New York	$2.78M	-$943K	3	0.87%	Reduced
663	SAMNY Samsung Asset Management (New York) New York	$2.78M	-$99.1K	1	1.07%	Reduced
664	RAM Riggs Asset Management Dallas, Pennsylvania	$2.77M	+$2.96M	1	1.71%	New
665	RJA Robshaw & Julian Associates Williamsville, New York	$2.75M	+$125K	1	2.33%	Increased
666	DTL Dynamic Technology Lab Singapore	$2.73M	+$211K	7	0.93%	Increased
667	Two Sigma Investments New York	$2.72M	-$10M	2	0.01%	Reduced
668	Jay A. Fishman Ltd Troy, Michigan	$2.72M	-$14.2K	1	0.65%	Reduced
669	EULAV Asset Management Sarasota, Florida	$2.7M	-$227K	1	0.15%	Reduced
670	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.7M	+$17.5K	2	3.01%	Increased
671	BTG Pactual Global Asset Management Hamilton, Bermuda	$2.7M	+$1.58M	3	0.21%	Increased
672	Denali Advisors San Diego, California	$2.68M	-$170K	3	0.62%	Reduced
673	Ameritas Investment Partners Lincoln, Nebraska	$2.67M	+$322K	5	0.19%	Increased
674	UFF USA Financial Formulas Ada, Michigan	$2.66M	-$89.6K	1	1.72%	Reduced
675	Bourgeon Capital Management Darien, Connecticut	$2.65M	-$150K	2	1.85%	Reduced