← 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	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.03M	+$679K	4	0.14%	Increased
652	FAB First American Bank Dundee, Illinois	$2.99M	+$209K	2	0.27%	Increased
653	JP Morgan Private Wealth Advisors San Francisco, California	$2.96M	+$319K	4	0.03%	Increased
654	KPF K2 Principal Fund Toronto, Ontario, Canada	$2.96M	+$1.14M	2	0.33%	Increased
655	Bradley Foster & Sargent Hartford, Connecticut	$2.95M	-$307K	2	0.13%	Reduced
656	DC Deere & Company Moline, Illinois	$2.94M	+$1.47M	7	0.16%	Increased
657	IPC Independent Portfolio Consultants Boca Raton, Florida	$2.93M	-$486K	4	0.92%	Reduced
658	TCM Tributary Capital Management Omaha, Nebraska	$2.93M	-$62.8K	2	0.38%	Reduced
659	MLIC Mandatum Life Insurance Company Helsinki, Finland	$2.92M	$0	1	0.38%	Maintained
660	Mariner Independent Advisor Network Overland Park, Kansas	$2.91M	+$1.66M	3	0.41%	Increased
661	RHJA Rice Hall James & Associates San Diego, California	$2.91M	-$9.97K	1	0.15%	Reduced
662	GL GLG LLC New York	$2.9M	-$194K	4	0.21%	Reduced
663	CEP Chicago Equity Partners Chicago, Illinois	$2.9M	+$2.84M	2	0.08%	New
664	Banque Pictet & Cie Geneva 73, Switzerland	$2.87M	-$3.21M	2	0.07%	Reduced
665	SL SIB LLC New York, New York	$2.85M	$0	3	2.3%	Maintained
666	OP Osmium Partners Greenbrae, California	$2.85M	+$1.68M	1	2.35%	Increased
667	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$2.84M	$0	1	2.98%	Maintained
668	GIP Granite Investment Partners El Segundo, California	$2.82M	-$837K	2	0.21%	Reduced
669	EMG Ellington Management Group Old Greenwich, Connecticut	$2.77M	+$2.26M	5	0.76%	Increased
670	VAM Verity Asset Management Durham, North Carolina	$2.74M	+$184K	1	2.56%	Increased
671	CG Cutler Group San Francisco, California	$2.73M	+$30K	18	0.12%	Increased
672	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$2.72M	+$1.54M	2	0.15%	Increased
673	FIM FourPoints Investment Managers Paris, France	$2.71M	-$594K	1	2.06%	Reduced
674	ACM Aviance Capital Management Sarasota, Florida	$2.7M	+$61K	2	0.07%	Increased
675	Synovus Financial Columbus, Georgia	$2.69M	-$1.37M	7	0.06%	Reduced