← 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
New York Life Investment Management
New York Life Investment Management
New York
$2.44M -$6.26M 1 0.36% Reduced
677
CC
Clearline Capital
New York
$2.44M +$3.01M 1 0.38% New
678
DIA
Dean Investment Associates
Ohio
$2.43M +$360K 1 0.54% Increased
679
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.42M $0 1 0.97% Maintained
680
HMS
Hanseatic Management Services
New Mexico
$2.39M +$1.34M 3 0.83% Increased
681
First Manhattan
First Manhattan
New York
$2.37M +$25.1K 9 0.01% Increased
682
ATIA
American Trust Investment Advisors
New Hampshire
$2.36M +$51.6K 1 2.67% Increased
683
Montag & Associates
Montag & Associates
Georgia
$2.32M -$2.81M 3 0.34% Reduced
684
WSA
Wall Street Associates
California
$2.31M -$1.69M 2 0.65% Reduced
685
RWA
River Wealth Advisors
Pennsylvania
$2.31M +$168K 2 1.46% Increased
686
SAMNY
Samsung Asset Management (New York)
New York
$2.29M -$345K 1 0.92% Reduced
687
AOWM
Alpha Omega Wealth Management
Virginia
$2.28M +$2.27M 1 1.99% New
688
TBA
Tower Bridge Advisors
Pennsylvania
$2.27M -$44.2K 1 0.3% Reduced
689
Rockefeller Financial Services
Rockefeller Financial Services
New York
$2.26M $0 2 0.04% Maintained
690
PCM
Parsons Capital Management
Rhode Island
$2.25M -$97.5K 2 0.32% Reduced
691
Zacks Investment Management
Zacks Investment Management
Illinois
$2.23M -$1.5M 3 0.07% Reduced
692
AIM
Ada Investment Management
New York
$2.22M +$510K 8 1.49% Increased
693
DL
Delta Lloyd
Netherlands
$2.21M $0 4 0.08% Maintained
694
WCM
Wesley Capital Management
New York
$2.21M +$259K 1 1.93% Increased
695
Quantbot Technologies
Quantbot Technologies
New York
$2.2M +$132K 9 0.38% Increased
696
NEI
Northwest & Ethical Investments
Ontario, Canada
$2.2M +$4.03K 1 0.16% Increased
697
PL
Parkwood LLC
Ohio
$2.2M -$392K 4 0.35% Reduced
698
EM
EnTrustPermal Management
New York
$2.19M +$759K 1 2.23% Increased
699
SC
Skylands Capital
Wisconsin
$2.18M +$846K 1 0.31% Increased
700
WIA
Westbourne Investment Advisors
Maryland
$2.18M +$56.9K 1 2.11% Increased