← 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	RHJA Rice Hall James & Associates San Diego, California	$5.64M	-$62.2K	2	0.27%	Reduced
652	PP Patten & Patten Chattanooga, Tennessee	$5.63M	+$256K	2	0.49%	Increased
653	SA swisspartners Advisors Zurich, Switzerland	$5.61M	+$193K	1	4.76%	Increased
654	HI Hendershot Investments Centreville, Virginia	$5.6M	+$3.42M	2	0.99%	Increased
655	UA Unison Advisors Washington, District of Columbia	$5.6M	+$20.2K	4	1.44%	Increased
656	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.55M	+$2.21M	8	0.96%	Increased
657	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.55M	-$363K	23	0.24%	Reduced
658	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.54M	-$439K	6	0.48%	Reduced
659	AP Appleton Partners Boston, Massachusetts	$5.51M	-$939K	1	0.52%	Reduced
660	PIM Perpetual Investment Management Sydney, Australia	$5.49M	+$453K	1	0.8%	Increased
661	Tidal Investments Milwaukee, Wisconsin	$5.47M	+$3K	13	0.2%	Increased
662	ALAM Asahi Life Asset Management Tokyo, Japan	$5.46M	-$1.8M	1	1.46%	Reduced
663	OCM Osterweis Capital Management San Francisco, California	$5.42M	+$6.16M	1	0.41%	New
664	IA Icon Advisers Greenwood Village, Colorado	$5.37M	-$735K	3	1.24%	Reduced
665	FP Factorial Partners Mt. Kisco, New York	$5.35M	+$339K	5	4.35%	Increased
666	Freestone Capital Holdings Seattle, Washington	$5.33M	-$1.06M	2	0.2%	Reduced
667	DIA Dean Investment Associates Beavercreek, Ohio	$5.33M	+$507K	2	1.04%	Increased
668	CBT Central Bank & Trust Lexington, Kentucky	$5.31M	-$610K	2	1.08%	Reduced
669	Huntington National Bank Columbus, Ohio	$5.3M	-$1.25M	18	0.06%	Reduced
670	Prudential plc London, England, United Kingdom	$5.26M	+$2.26M	6	0.1%	Increased
671	Curi RMB Capital Chicago, Illinois	$5.26M	-$409K	4	0.18%	Reduced
672	MCM Marathon Capital Management Hunt Valley, Maryland	$5.26M	+$3.35M	2	1.7%	Increased
673	Empirical Wealth Management Seattle, Washington	$5.25M	+$5.24M	2	0.28%	Increased
674	Quadrature Capital London, United Kingdom	$5.25M	-$8.06M	4	0.22%	Reduced
675	Patient Capital Management Baltimore, Maryland	$5.25M	+$752K	2	2.33%	Increased