← 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
701	PP Patten & Patten Chattanooga, Tennessee	$996K	+$1.03M	1	0.16%	New
702	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$994K	+$1.08M	1	0.26%	New
703	WM WCG Management New York	$989K	+$1.1M	1	0.13%	New
704	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$986K	+$1.1M	4	0.15%	New
705	WIL Winifred I. Li	$975K	+$1.04M	3	0.91%	New
706	Cambridge Investment Research Advisors Fairfield, Iowa	$973K	+$1.08M	3	0.05%	New
707	CIM CenturyLink Investment Management Denver, Colorado	$972K	+$1.01M	2	0.28%	New
708	R.M. Davis Inc Portland, Maine	$969K	+$1M	1	0.07%	New
709	MSI Financial Services Springfield, Massachusetts	$939K	+$1.01M	12	0.19%	New
710	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$938K	+$1.06M	1	0.26%	New
711	Bradley Foster & Sargent Hartford, Connecticut	$936K	+$1.06M	1	0.06%	New
712	ACM Argentus Capital Management Dallas, Texas	$928K	+$1.01M	2	0.22%	New
713	CI Global Investments Oakland, California	$922K	+$994K	1	0.04%	New
714	NCM Novare Capital Management Charlotte, North Carolina	$919K	+$1.04M	1	0.31%	New
715	CG Clinton Group New York	$911K	+$998K	1	0.3%	New
716	BB&T Securities Richmond, Virginia	$908K	+$1M	1	0.03%	New
717	CC Cannell & Co New York	$900K	+$1.02M	1	0.05%	New
718	TC TradeLink Capital Chicago, Illinois	$899K	+$902K	4	0.28%	New
719	Commerce Bank Kansas City, Missouri	$898K	+$981K	3	0.02%	New
720	Artisan Partners Milwaukee, Wisconsin	$891K	+$923K	1	0%	New
721	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$886K	+$851K	1	0.56%	New
722	NCM Noesis Capital Mangement Boca Raton, Florida	$884K	+$968K	1	0.47%	New
723	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$878K	+$962K	1	0.17%	New
724	FRM Fore Research & Management New York	$876K	+$911K	1	0.02%	New
725	RAM Ramsey Asset Management Reston, Virginia	$841K	+$860K	1	1.27%	New