← 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
IIA
IPG Investment Advisors
California
$2.14M -$190K 2 0.9% Reduced
727
TC
TFS Capital
Pennsylvania
$2.12M +$824K 4 0.51% Increased
728
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$2.11M -$439K 2 0.22% Reduced
729
AIU
Algebris Investments (UK)
United Kingdom
$2.11M +$2.23M 3 0.37% New
730
UAS
United Asset Strategies
New York
$2.11M +$70.5K 1 0.74% Increased
731
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$2.11M +$35.2K 1 0.07% Increased
732
CIM
CIM Investment Management
Pennsylvania
$2.1M +$614K 5 0.8% Increased
733
LIA
LS Investment Advisors
Michigan
$2.1M -$152K 13 0.15% Reduced
734
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.1M $0 1 1.12% Maintained
735
DL
Delta Lloyd
Netherlands
$2.09M $0 4 0.06% Maintained
736
LTI
Laffer Tengler Investments
Tennessee
$2.07M $0 2 0.57% Maintained
737
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$2.06M -$298K 1 0.13% Reduced
738
ACM
Ativo Capital Management
Illinois
$2.04M +$112K 2 0.47% Increased
739
TC
Telemus Capital
Michigan
$2.03M $0 1 0.23% Maintained
740
MAP
Moody Aldrich Partners
Massachusetts
$2.02M +$209K 1 1.41% Increased
741
Ruffer LLP
Ruffer LLP
United Kingdom
$2.02M -$656K 1 0.12% Reduced
742
QIM
Quantitative Investment Management
Virginia
$2.01M -$1.74M 2 0.07% Reduced
743
Huntington National Bank
Huntington National Bank
Ohio
$2M +$685K 5 0.04% Increased
744
WPC
White Pine Capital
Minnesota
$1.99M +$88K 3 0.85% Increased
745
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$1.99M -$56.2K 3 0.13% Reduced
746
GF
Gerstein Fisher
New York
$1.98M +$483K 4 0.24% Increased
747
AC
Alpenglow Capital
California
$1.95M -$2.13M 1 1.55% Reduced
748
Rockefeller Financial Services
Rockefeller Financial Services
New York
$1.94M -$375K 1 0.04% Reduced
749
GLRA
Gerald L. Ray & Associates
Texas
$1.93M -$154K 3 0.29% Reduced
750
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.92M -$2.6M 21 0.19% Reduced