← 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
676	NSIM North Star Investment Management Chicago, Illinois	$9.71M	-$17.7K	12	0.53%	Reduced
677	BI Berkeley Inc Boise, Idaho	$9.55M	-$3.35M	1	3%	Reduced
678	Quadrant Capital Group Cincinnati, Ohio	$9.54M	-$302K	13	0.26%	Reduced
679	ABN AMRO Investment Solutions Paris Cedex 008,	$9.49M	+$826K	5	0.08%	Increased
680	Pinnacle Associates New York	$9.44M	+$2.03M	5	0.1%	Increased
681	BCC Bridge City Capital Lake Oswego, Oregon	$9.42M	+$1.8M	1	2.15%	Increased
682	DZ Bank Frankfurt Am Main, Germany	$9.41M	-$6.68M	3	0.01%	Reduced
683	CWA Asset Management Group Naples, Florida	$9.4M	+$247K	3	0.29%	Increased
684	DAMU Deltroit Asset Management (UK) London,	$9.37M	+$1.35M	1	1.35%	Increased
685	GIP Granite Investment Partners El Segundo, California	$9.35M	+$77	1	0.48%	Increased
686	NCM Northside Capital Management Hood River, Oregon	$9.32M	-$2.99K	1	0.76%	Reduced
687	CX Institutional Auburn, Indiana	$9.31M	+$1.44M	7	0.27%	Increased
688	SCP Stamos Capital Partners Menlo Park, California	$9.24M	+$825K	3	1.42%	Increased
689	PCM Prelude Capital Management New York	$9.23M	-$1.83M	4	0.67%	Reduced
690	LCS Luma Capital SA Luxembourg,	$9.23M	$0	1	8.23%	Maintained
691	RIL Rothschild Investment LLC Chicago, Illinois	$9.15M	+$3.72M	26	0.34%	Increased
692	Sowell Financial Services North Little Rock, Arkansas	$9.13M	+$197K	4	0.3%	Increased
693	AAIM American Assets Investment Management San Diego, California	$9.13M	$0	2	0.55%	Maintained
694	BI Bulldog Investors Saddle Brook, New Jersey	$9.1M	+$8.43M	2	2%	Increased
695	Freestone Capital Holdings Seattle, Washington	$9.09M	+$262K	3	0.24%	Increased
696	Danica Pension Livsforsikrings Copenhagen V,	$9.01M	+$468K	1	0.14%	Increased
697	Caption Management Oklahoma City, Oklahoma	$9.01M	+$7.42M	2	0.04%	Increased
698	SC Shay Capital New York	$9M	-$6.94M	5	0.58%	Reduced
699	MAP Madison Avenue Partners New York	$8.97M	+$8.64M	1	0.39%	New
700	Impax Asset Management Group London, United Kingdom	$8.97M	+$7.31M	1	0.06%	New