← 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	PCM Prelude Capital Management New York	$2.9M	+$1.76M	12	0.19%	Increased
677	AAIM American Assets Investment Management San Diego, California	$2.87M	-$63.2K	2	0.52%	Reduced
678	WRBC W.R. Berkley Corp Greenwich, Connecticut	$2.87M	$0	1	0.63%	Maintained
679	Mariner Overland Park, Kansas	$2.85M	+$316K	4	0.05%	Increased
680	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$2.84M	+$737K	1	0.2%	Increased
681	AB AT Bancorp Dubuque, Iowa	$2.82M	-$719K	1	0.37%	Reduced
682	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.81M	-$2.38M	6	0.91%	Reduced
683	JMH J.M. Hartwell New York	$2.81M	$0	1	0.58%	Maintained
684	PCM Perritt Capital Management Chicago, Illinois	$2.81M	+$1.56M	3	1.07%	Increased
685	BCM BTC Capital Management Des Moines, Iowa	$2.79M	-$161K	1	0.5%	Reduced
686	LCM Lonestar Capital Management San Francisco, California	$2.78M	+$3.15M	1	1.32%	New
687	Zacks Investment Management Chicago, Illinois	$2.75M	-$2.39M	2	0.07%	Reduced
688	Cambridge Investment Research Advisors Fairfield, Iowa	$2.74M	-$484K	6	0.03%	Reduced
689	LMR Partners London, United Kingdom	$2.74M	+$1.17M	2	0.13%	Increased
690	AL Arnhold LLC New York	$2.72M	+$1.02M	1	0.51%	Increased
691	GFPC Global Financial Private Capital Sarasota, Florida	$2.71M	+$9.12K	1	0.15%	Increased
692	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$2.71M	+$253K	1	1.01%	Increased
693	CGM Centenus Global Management New York	$2.69M	+$2.83M	1	0.43%	New
694	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$2.68M	-$436K	2	2.36%	Reduced
695	CIA CCM Investment Advisers Columbia, South Carolina	$2.68M	-$4.22M	1	0.53%	Reduced
696	MAM Meeder Asset Management Dublin, Ohio	$2.66M	-$64.1K	11	0.24%	Reduced
697	RegentAtlantic Capital Morristown, New Jersey	$2.65M	-$387K	2	0.23%	Reduced
698	FP Factorial Partners Mt. Kisco, New York	$2.65M	+$2.77M	6	2.78%	New
699	KFA Kays Financial Advisory Atlanta, Georgia	$2.65M	+$248K	1	0.6%	Increased
700	WAM World Asset Management Detroit, Michigan	$2.65M	-$110K	5	0.16%	Reduced