← 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	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$1.74M	+$139K	2	4.03%	Increased
727	HBK Investments Dallas, Texas	$1.72M	-$4.11M	1	0.02%	Reduced
728	LTI Laffer Tengler Investments Nashville, Tennessee	$1.69M	+$1.66M	1	0.41%	New
729	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.69M	+$542K	10	0.13%	Increased
730	Kentucky Retirement Systems Frankfort, Kentucky	$1.68M	+$1.61K	3	0.14%	Increased
731	MSI Financial Services Springfield, Massachusetts	$1.67M	+$279K	13	0.12%	Increased
732	Sumitomo Life Insurance Tokyo, Japan	$1.66M	-$202K	1	0.2%	Reduced
733	RAM Redmond Asset Management Henrico, Virginia	$1.66M	+$10.8K	1	0.82%	Increased
734	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.65M	+$204K	1	0.33%	Increased
735	VNA VNBTrust National Association Charlottesville, Virginia	$1.6M	+$2.99K	1	0.8%	Increased
736	PAIM Punch & Associates Investment Management Edina, Minnesota	$1.58M	$0	1	0.2%	Maintained
737	SC Skylands Capital Milwaukee, Wisconsin	$1.58M	-$14.1K	1	0.17%	Reduced
738	BHA Beech Hill Advisors New York	$1.58M	-$1.04M	2	0.81%	Reduced
739	ArrowMark Colorado Holdings Denver, Colorado	$1.57M	$0	1	0.04%	Maintained
740	RAM RWC Asset Management London, United Kingdom	$1.57M	-$12.8M	2	0.13%	Reduced
741	TIM Thompson Investment Management Madison, Wisconsin	$1.57M	-$22.2K	1	0.3%	Reduced
742	Group One Trading Chicago, Illinois	$1.56M	-$391K	5	0.02%	Reduced
743	Advent Capital Management New York	$1.56M	+$1.47M	1	0.02%	New
744	ESBC E.S. Barr & Co Lexington, Kentucky	$1.55M	$0	1	0.19%	Maintained
745	SC Scholtz & Company Stamford, Connecticut	$1.55M	+$911K	1	1.52%	Increased
746	RTIM Round Table Investment Management Charlotte, North Carolina	$1.53M	+$325K	2	1.74%	Increased
747	MAI Capital Management Independence, Ohio	$1.53M	-$96.8K	1	0.1%	Reduced
748	Cannell & Spears New York	$1.53M	-$49.5K	1	0.17%	Reduced
749	MFWM Motley Fool Wealth Management Alexandria, Virginia	$1.52M	+$500K	1	0.24%	Increased
750	CAM ClariVest Asset Management San Diego, California	$1.52M	+$495K	1	0.05%	Increased