← 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	PH Pinnacle Holdings Tulsa, Oklahoma	$929K	+$946K	1	0.29%	New
677	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$924K	+$935K	2	0.34%	New
678	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$913K	$0	4	0.13%	Maintained
679	Alyeska Investment Group Chicago, Illinois	$901K	-$8.62M	1	0.04%	Reduced
680	M&T Bank Buffalo, New York	$879K	-$43.5K	7	0.04%	Reduced
681	AGC Angelo Gordon & Co New York	$878K	-$1.07M	1	0.06%	Reduced
682	BB&T Securities Richmond, Virginia	$875K	-$16K	1	0.03%	Reduced
683	Curi RMB Capital Chicago, Illinois	$855K	+$202K	2	0.06%	Increased
684	BUB BBVA USA Bancshares Houston, Texas	$852K	-$164K	1	0.04%	Reduced
685	MVA Mount Vernon Associates Baltimore, Maryland	$848K	-$296K	1	2.58%	Reduced
686	Freestone Capital Holdings Seattle, Washington	$840K	+$846K	3	0.15%	New
687	JIP Jaffetilchin Investment Partners Tampa, Florida	$838K	+$825K	1	0.49%	New
688	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$826K	$0	1	0.47%	Maintained
689	T TradeWorx Red Bank, New Jersey	$821K	-$3.33M	2	0.38%	Reduced
690	Anchor Capital Advisors Boston, Massachusetts	$814K	+$17.5K	1	0.02%	Increased
691	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$810K	-$145K	1	0.17%	Reduced
692	Advisors Asset Management Monument, Colorado	$809K	+$151K	9	0.01%	Increased
693	GMIM General Motors Investment Management New York	$803K	+$800K	1	0.07%	New
694	OAM Oxford Asset Management Oxford, United Kingdom	$799K	-$12.4M	1	0.02%	Reduced
695	BOK Financial Tulsa, Oklahoma	$797K	+$41.9K	2	0.03%	Increased
696	TIM Thompson Investment Management Madison, Wisconsin	$791K	+$171K	1	0.17%	Increased
697	ACM Argentus Capital Management Dallas, Texas	$789K	-$55.6K	2	0.18%	Reduced
698	PFM PacWest Financial Management Phoenix, Arizona	$750K	-$1.65K	1	0.65%	Reduced
699	NCM Noesis Capital Mangement Boca Raton, Florida	$747K	-$22.2K	1	0.39%	Reduced
700	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$737K	-$150K	1	0.16%	Reduced