← 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
MC
Menta Capital
California
$1.15M +$1.25M 3 0.74% New
677
MVA
Mount Vernon Associates
Maryland
$1.15M +$1.19M 1 1.24% New
678
DTL
Dynamic Technology Lab
Singapore
$1.15M +$1.28M 4 1.2% New
679
Hancock Whitney
Hancock Whitney
Mississippi
$1.13M +$1.26M 2 0.06% New
680
Diversified Trust
Diversified Trust
Tennessee
$1.13M +$1.26M 1 0.13% New
681
MIS
Morningstar Investment Services
Illinois
$1.13M +$1.08M 1 0.12% New
682
FMLI
Fukoku Mutual Life Insurance
Japan
$1.13M +$1.27M 2 0.27% New
683
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.12M +$1.19M 5 0.26% New
684
GCP
GSA Capital Partners
United Kingdom
$1.11M +$1.21M 3 0.13% New
685
CC
Curian Capital
Colorado
$1.1M +$1.19M 2 0.02% New
686
OA
Oxbow Advisors
Texas
$1.1M +$1.06M 1 0.19% New
687
Scotia Capital
Scotia Capital
Ontario, Canada
$1.1M +$1.19M 3 0.04% New
688
BUB
BBVA USA Bancshares
Texas
$1.09M +$1.24M 2 0.06% New
689
GA
Geneva Advisors
Illinois
$1.08M +$1.08M 2 0.03% New
690
WOC
West Oak Capital
California
$1.04M +$1.15M 2 0.87% New
691
MIU
Man Investments (UK)
United Kingdom
$1.04M +$1.13M 1 0.23% New
692
Oberweis Asset Management
Oberweis Asset Management
Illinois
$1.03M +$1.06M 1 0.29% New
693
DC
Deere & Company
Illinois
$1.03M +$1.08M 2 0.06% New
694
BOH
Bank of Hawaii
Hawaii
$1.02M +$1.11M 1 0.11% New
695
Shelton Capital Management
Shelton Capital Management
Colorado
$1.02M +$1.07M 2 0.19% New
696
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$1.01M +$1.1M 1 0.09% New
697
MMG
Monetary Management Group
Missouri
$1.01M +$1.11M 1 0.55% New
698
PC
Pomelo Capital
New York
$1.01M +$1.04M 1 0.39% New
699
M&T Bank
M&T Bank
New York
$1M +$1.12M 7 0.05% New
700
AAIM
American Assets Investment Management
California
$997K +$1.03M 1 0.37% New