← 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	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.6M	-$120K	1	0.94%	Reduced
677	Shelton Capital Management Denver, Colorado	$1.6M	$0	3	0.23%	Maintained
678	CIA Capital Impact Advisors Boston, Massachusetts	$1.59M	$0	1	1.28%	Maintained
679	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.58M	-$4.74M	2	0.24%	Reduced
680	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.58M	+$291K	2	0.79%	Increased
681	WFM Wilmington Funds Management Wilmington, Delaware	$1.58M	+$65.1K	4	0.17%	Increased
682	BT Beacon Trust Morristown, New Jersey	$1.57M	-$165K	2	0.27%	Reduced
683	ArrowMark Colorado Holdings Denver, Colorado	$1.56M	$0	1	0.05%	Maintained
684	SCG Strategic Capital Group Gig Harbor, Washington	$1.56M	+$633K	1	0.51%	Increased
685	CCM Condor Capital Management Martinsville, New Jersey	$1.56M	+$3.54K	1	0.48%	Increased
686	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.54M	+$9.22K	1	0.6%	Increased
687	GL GLG LLC New York	$1.53M	+$1.59M	1	0.05%	New
688	BCM Beck Capital Management Austin, Texas	$1.52M	+$1.53M	1	1.16%	New
689	Guardian Capital (Canada) Toronto, Ontario, Canada	$1.51M	+$817K	3	0.02%	Increased
690	Ladenburg Thalmann Financial Services Miami, Florida	$1.51M	+$95.3K	18	0.04%	Increased
691	EI EAM Investors Solana Beach, California	$1.5M	+$1.46M	1	0.27%	New
692	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.5M	+$403K	3	0.27%	Increased
693	WCM Washington Capital Management Seattle, Washington	$1.49M	-$164K	1	0.54%	Reduced
694	SAG Sterne Agee Group Birmingham, Alabama	$1.48M	+$420K	2	0.29%	Increased
695	HCP Holt Capital Partners Fort Worth, Texas	$1.48M	+$352K	2	0.85%	Increased
696	Jupiter Investment Management London, United Kingdom	$1.47M	+$1.05M	2	0.1%	Increased
697	MMCM Marque Millennium Capital Management New York	$1.47M	$0	1	0.62%	Maintained
698	GJL Gendell Jeffrey L	$1.42M	+$1.38M	1	0.2%	New
699	MAM Meeder Asset Management Dublin, Ohio	$1.42M	+$1.09M	3	0.23%	Increased
700	QI Quotient Investors New York	$1.42M	-$2.98M	2	0.32%	Reduced