← 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	SAM Scopus Asset Management New York	$8.24M	-$1.65M	2	0.14%	Reduced
702	TAL TIG Advisors LLC New York	$8.2M	+$7.14M	1	0.38%	New
703	Bradley Foster & Sargent Hartford, Connecticut	$8.18M	-$1.04M	2	0.13%	Reduced
704	NewEdge Advisors New Orleans, Louisiana	$8.11M	-$1.15M	17	0.03%	Reduced
705	Jefferies Financial Group New York	$8.1M	-$7.43M	9	0.06%	Reduced
706	TC TwinBeech Capital Purchase, New York	$8.09M	-$11.3M	3	0.84%	Reduced
707	Empirical Finance Havertown, Pennsylvania	$7.99M	+$2.17M	5	0.38%	Increased
708	HCM Heights Capital Management San Francisco, California	$7.98M	$0	1	2.22%	Maintained
709	CWA Asset Management Group Naples, Florida	$7.94M	-$245K	3	0.27%	Reduced
710	NSIM North Star Investment Management Chicago, Illinois	$7.92M	+$2.3M	12	0.48%	Increased
711	GIP Granite Investment Partners El Segundo, California	$7.89M	-$3.52M	1	0.49%	Reduced
712	PAMP Phoenix Asset Management Partners London,	$7.89M	$0	1	5.94%	Maintained
713	Sowell Financial Services North Little Rock, Arkansas	$7.82M	-$217K	4	0.29%	Reduced
714	Summit Financial Parsippany, New Jersey	$7.81M	+$4.98M	6	0.1%	Increased
715	TA Tectonic Advisors Frisco, Texas	$7.77M	-$96.4K	5	0.41%	Reduced
716	Freestone Capital Holdings Seattle, Washington	$7.75M	+$414K	3	0.24%	Increased
717	Davis Selected Advisers Tucson, Arizona	$7.74M	-$43.5K	1	0.04%	Reduced
718	Huntington National Bank Columbus, Ohio	$7.73M	-$94.9K	25	0.04%	Reduced
719	DAMU Deltroit Asset Management (UK) London,	$7.68M	+$7.33M	1	1.23%	Increased
720	PLC Pillsbury Lake Capital San Francisco, California	$7.64M	-$5.55M	1	3.45%	Reduced
721	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$7.63M	-$35.3K	1	0.91%	Reduced
722	Scotia Capital Toronto, Ontario, Canada	$7.57M	+$102K	4	0.03%	Increased
723	ABN AMRO Investment Solutions Paris Cedex 008,	$7.56M	-$3.87M	5	0.1%	Reduced
724	IFP Advisors Tampa, Florida	$7.54M	+$931K	28	0.16%	Increased
725	Mizuho Markets Americas New York	$7.52M	-$1.07M	1	0.21%	Reduced