← 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
726	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.17M	-$536K	4	0.05%	Reduced
727	Andra AP-fonden Goteborg, Sweden	$1.15M	+$302K	2	0.03%	Increased
728	TC TFS Capital West Chester, Pennsylvania	$1.15M	-$2.25M	2	0.08%	Reduced
729	First Allied Advisory Services San Diego, California	$1.15M	+$84.7K	1	0.09%	Increased
730	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.14M	-$255K	1	0.01%	Reduced
731	G Glenrock New York	$1.14M	$0	1	19%	Maintained
732	Natixis Paris, France	$1.09M	+$452K	4	0.01%	Increased
733	PAM Private Asset Management San Diego, California	$1.09M	+$287K	1	0.18%	Increased
734	GOCM Grey Owl Capital Management Falls Church, Virginia	$1.07M	+$11.9K	1	1.24%	Increased
735	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.05M	-$131K	3	0.22%	Reduced
736	First Eagle Investment Management New York	$1.05M	+$1.04M	4	0%	Increased
737	TCP TAMRO Capital Partners Alexandria, Virginia	$1.05M	+$1.03M	1	0.05%	New
738	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.04M	+$820K	5	0.02%	Increased
739	Curi RMB Capital Chicago, Illinois	$1.04M	-$69.8K	2	0.07%	Reduced
740	RGI River Global Investors London, United Kingdom	$1.04M	-$998K	1	0.24%	Reduced
741	MSI Financial Services Springfield, Massachusetts	$1.03M	+$540K	12	0.15%	Increased
742	Capital International Los Angeles, California	$1.02M	$0	2	0.06%	Maintained
743	OWIM Old West Investment Management Los Angeles, California	$1.02M	+$719	2	0.64%	Increased
744	T TradeWorx Red Bank, New Jersey	$1.02M	-$1.25M	3	0.89%	Reduced
745	ICM Ionic Capital Management New York	$1.02M	-$654K	1	0.04%	Reduced
746	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.02M	$0	4	0.13%	Maintained
747	AAIM American Assets Investment Management San Diego, California	$1M	+$305K	1	0.31%	Increased
748	M&T Bank Buffalo, New York	$1M	+$49.2K	7	0.04%	Increased
749	RegentAtlantic Capital Morristown, New Jersey	$1M	+$119K	1	0.1%	Increased
750	SIM Sentry Investment Management Stevens Point, Wisconsin	$1M	-$104K	3	0.05%	Reduced