← 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	Summit Partners Public Asset Management Boston, Massachusetts	$2.12M	+$1.93M	1	0.45%	New
677	First Manhattan New York	$2.11M	-$202K	8	0.01%	Reduced
678	EDRE Edmond de Rothschild (Europe) Luxembourg	$2.11M	-$307K	3	1.1%	Reduced
679	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.08M	+$172K	1	0.24%	Increased
680	Quantbot Technologies New York	$2.07M	-$187K	10	0.33%	Reduced
681	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.06M	$0	1	0.14%	Maintained
682	MC Mitra Capital Boston, Massachusetts	$2.03M	+$1.87M	1	3.23%	New
683	Daiwa Securities Group Tokyo, Japan	$2.01M	-$996K	6	0.01%	Reduced
684	WSA Wall Street Associates Lajolla, California	$2M	$0	2	0.83%	Maintained
685	SAM Shell Asset Management The Hague, Netherlands	$1.98M	-$595K	5	0.05%	Reduced
686	MAM Meeder Asset Management Dublin, Ohio	$1.95M	+$1.24M	4	0.18%	Increased
687	UAS United Asset Strategies Garden City, New York	$1.95M	+$1.56M	1	0.87%	Increased
688	SM Southport Management Wilson, Wyoming	$1.93M	-$235K	1	3.2%	Reduced
689	BUB BBVA USA Bancshares Houston, Texas	$1.92M	+$67.3K	1	0.14%	Increased
690	DC Deere & Company Moline, Illinois	$1.92M	+$1.43M	4	0.1%	Increased
691	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.91M	-$577K	1	0.69%	Reduced
692	CFP Cornerstone Financial Partners Huntersville, North Carolina	$1.88M	+$717K	3	0.73%	Increased
693	LLC Latimer Light Capital New York	$1.88M	+$1.76M	1	0.6%	New
694	William Blair & Company Chicago, Illinois	$1.88M	+$2.18K	5	0.02%	Increased
695	LTI Laffer Tengler Investments Nashville, Tennessee	$1.87M	+$1.7M	1	0.51%	New
696	Stephens Inc Little Rock, Arkansas	$1.87M	+$87.9K	2	0.09%	Increased
697	O'Shaughnessy Asset Management Stamford, Connecticut	$1.86M	+$181K	5	0.05%	Increased
698	ALPS Advisors Denver, Colorado	$1.83M	-$72.3K	4	0.02%	Reduced
699	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.82M	$0	5	0.24%	Maintained
700	KFA Kelleher Financial Advisors New York	$1.81M	+$36K	3	1%	Increased