← 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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.32M	-$18.6K	5	0.04%	Reduced
677	TAM Tyers Asset Management Austin, Texas	$2.31M	+$2.38M	5	0.1%	New
678	DVM Dreman Value Management West Palm Beach, Florida	$2.3M	+$1.84M	9	1.29%	Increased
679	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.3M	+$247K	13	0.16%	Increased
680	MFAM Motley Fool Asset Management Alexandria, Virginia	$2.3M	$0	1	0.51%	Maintained
681	State of Alaska Department of Revenue Juneau, Alaska	$2.29M	+$479K	7	0.22%	Increased
682	Första AP-fonden Stockholm, Sweden	$2.29M	+$552K	1	0.07%	Increased
683	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.28M	-$939K	3	1.46%	Reduced
684	BCM Barometer Capital Management Toronto, Ontario, Canada	$2.24M	+$1.68M	1	0.25%	Increased
685	BCM Brown Capital Management Baltimore, Maryland	$2.24M	-$9.33M	2	0.03%	Reduced
686	PC Palo Capital Newport Beach, California	$2.23M	+$1.66M	2	1.4%	Increased
687	HS HighVista Strategies Boston, Massachusetts	$2.22M	+$47.9K	2	0.44%	Increased
688	BIMC Benson Investment Management Company Roanoke, Virginia	$2.21M	+$2.12M	1	2.2%	New
689	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.2M	-$48	2	1.16%	Reduced
690	TU TDAM USA Toronto, Ontario, Canada	$2.19M	+$1.14M	1	0.12%	Increased
691	Tower Research Capital (TRC) New York	$2.19M	+$292K	24	0.24%	Increased
692	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.18M	-$1.15M	1	0.65%	Reduced
693	RIM Ranger Investment Management Dallas, Texas	$2.18M	+$324K	1	0.15%	Increased
694	CEP Chicago Equity Partners Chicago, Illinois	$2.17M	-$673K	1	0.06%	Reduced
695	EI EAM Investors Solana Beach, California	$2.17M	-$3.9M	1	0.29%	Reduced
696	WIA Westbourne Investment Advisors Annapolis, Maryland	$2.17M	-$232K	1	1.9%	Reduced
697	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.16M	-$111K	6	0.66%	Reduced
698	OCM Oskie Capital Management New York	$2.16M	-$3.08M	1	4.62%	Reduced
699	RC Roundview Capital Princeton, New Jersey	$2.15M	+$1.38M	1	0.69%	Increased
700	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.13M	$0	1	0.98%	Maintained