← 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	LPC Long Pond Capital New York	$9.1M	-$167M	1	1.07%	Reduced
677	Curi RMB Capital Chicago, Illinois	$9.06M	-$1.65M	7	0.16%	Reduced
678	LM Lincluden Management Mississauga, Ontario, Canada	$9.03M	+$579K	2	0.77%	Increased
679	Mizuho Markets Americas New York	$9M	-$3.99M	1	0.17%	Reduced
680	MAP Moody Aldrich Partners Marblehead, Massachusetts	$9M	-$761K	4	1.68%	Reduced
681	Steward Partners Investment Advisory New York	$8.99M	+$689K	24	0.05%	Increased
682	NM Newtyn Management New York	$8.96M	+$9.41M	1	0.94%	New
683	HAM Harber Asset Management Asheville, North Carolina	$8.95M	+$770K	1	3.75%	Increased
684	Davis Selected Advisers Tucson, Arizona	$8.94M	-$224K	1	0.04%	Reduced
685	RW Rockport Wealth Fairview Park, Ohio	$8.92M	+$9.35M	1	1.74%	New
686	Vise Technologies New York	$8.9M	+$2.49M	7	0.17%	Increased
687	IFG Advisory Atlanta, Georgia	$8.88M	-$162K	5	0.39%	Reduced
688	PL Parkwood LLC Cleveland, Ohio	$8.81M	-$7.03M	1	0.68%	Reduced
689	MCM Mitchell Capital Management Leawood, Kansas	$8.79M	-$126K	2	1.57%	Reduced
690	Concurrent Investment Advisors Tampa, Florida	$8.64M	+$5.66M	6	0.1%	Increased
691	MLIM Mountain Lake Investment Management Boca Raton, Florida	$8.62M	-$252K	1	6.55%	Reduced
692	Mizuho Securities USA New York	$8.59M	-$180K	4	0.14%	Reduced
693	HB Wealth Management Atlanta, Georgia	$8.55M	+$1.1M	9	0.06%	Increased
694	IPW Inlet Private Wealth Jupiter, Florida	$8.28M	-$339K	2	1.92%	Reduced
695	FCM FJ Capital Management Mclean, Virginia	$8.25M	-$10.3M	3	0.91%	Reduced
696	MB MidFirst Bank Oklahoma City, Oklahoma	$8.25M	+$8.81M	3	0.66%	New
697	CWA Asset Management Group Naples, Florida	$8.25M	-$163K	3	0.3%	Reduced
698	Scotia Capital Toronto, Ontario, Canada	$8.24M	-$4.29M	4	0.03%	Reduced
699	United Capital Financial Advisors Irving, Texas	$8.24M	-$188K	7	0.05%	Reduced
700	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$8.19M	+$2.02M	2	4.95%	Increased