← 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	AIM Aigen Investment Management New York	$5.21M	+$3.13M	4	0.9%	Increased
727	JAM JLP Asset Management New York	$5.16M	-$4.93M	1	3.21%	Reduced
728	CP Covalent Partners Concord, Massachusetts	$5.14M	+$494K	2	4.35%	Increased
729	IHL Investment House LLC Redondo Beach, California	$5.12M	+$98.4K	3	0.37%	Increased
730	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$5.08M	+$640K	2	0.6%	Increased
731	MCM McKinley Capital Management Anchorage, Alaska	$5.08M	-$459K	1	0.51%	Reduced
732	UF Univest Financial Souderton, Pennsylvania	$5.07M	+$5.73M	1	1.43%	Increased
733	Old Mission Capital Chicago, Illinois	$5.06M	+$5.84M	2	0.14%	New
734	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.06M	-$633K	8	0.11%	Reduced
735	LCM LDR Capital Management New York	$5.03M	+$5.27M	3	1.58%	New
736	AC Aristides Capital Louisville, Kentucky	$5.01M	+$553K	3	3.06%	Increased
737	EULAV Asset Management Sarasota, Florida	$5.01M	-$9.3M	1	0.15%	Reduced
738	Advisors Capital Management Ridgewood, New Jersey	$5M	+$39.5K	2	0.14%	Increased
739	Private Advisor Group Morristown, New Jersey	$5M	-$160K	7	0.04%	Reduced
740	Yacktman Asset Management Austin, Texas	$4.98M	$0	1	0.04%	Maintained
741	Whittier Trust South Pasadena, California	$4.97M	+$249K	12	0.08%	Increased
742	BFIM Beese Fulmer Investment Management Canton, Ohio	$4.94M	-$6.16K	1	0.54%	Reduced
743	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$4.91M	+$10.9K	1	0.11%	Increased
744	MFAM Motley Fool Asset Management Alexandria, Virginia	$4.88M	-$679K	2	0.36%	Reduced
745	SCM Stadium Capital Management New Canaan, Connecticut	$4.85M	-$3.82M	1	2.29%	Reduced
746	Intact Investment Management Montreal, Quebec, Canada	$4.84M	+$811K	1	0.12%	Increased
747	LCM Landscape Capital Management Englewood, New Jersey	$4.78M	-$1.07M	2	0.61%	Reduced
748	NFGCM Norman Fields Gottscho Capital Management New York	$4.76M	-$519K	3	1.79%	Reduced
749	CA Callahan Advisors Houston, Texas	$4.75M	+$341K	1	0.54%	Increased
750	GH GAM Holding Zurich, Switzerland	$4.75M	-$18.7M	1	0.24%	Reduced