← 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	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.41M	-$6.1M	6	0.77%	Reduced
727	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.4M	+$1.61M	4	0.26%	Increased
728	Trexquant Investment Stamford, Connecticut	$4.38M	-$3.93M	10	0.2%	Reduced
729	SCP Stamos Capital Partners Menlo Park, California	$4.38M	+$2.28M	4	1.32%	Increased
730	Private Advisor Group Morristown, New Jersey	$4.32M	-$147K	6	0.04%	Reduced
731	CH CVI Holdings Wilmington, Delaware	$4.29M	$0	1	0.31%	Maintained
732	CC Cipher Capital New York	$4.28M	+$4.72M	4	0.97%	New
733	NFGCM Norman Fields Gottscho Capital Management New York	$4.28M	-$18.2K	3	1.96%	Reduced
734	First Pacific Advisors El Segundo, California	$4.28M	+$1.9M	3	0.06%	Increased
735	LCM Landscape Capital Management Englewood, New Jersey	$4.28M	+$134K	2	0.58%	Increased
736	BCM BTC Capital Management Des Moines, Iowa	$4.28M	+$35.8K	2	0.52%	Increased
737	BFIM Beese Fulmer Investment Management Canton, Ohio	$4.26M	-$137K	1	0.54%	Reduced
738	DTL Dynamic Technology Lab Singapore	$4.25M	-$1.38M	8	0.48%	Reduced
739	Belpointe Asset Management Reno, Nevada	$4.22M	+$397K	9	0.28%	Increased
740	Inspire Investing Meridian, Idaho	$4.18M	-$645K	11	0.56%	Reduced
741	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.18M	-$6.5M	5	0.18%	Reduced
742	S Seeyond Paris, France	$4.17M	+$854K	4	0.47%	Increased
743	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.15M	-$426K	7	0.09%	Reduced
744	MCM McKinley Capital Management Anchorage, Alaska	$4.15M	-$283K	1	0.54%	Reduced
745	PFS Investments Duluth, Georgia	$4.12M	+$306K	1	0.08%	Increased
746	Capstone Investment Advisors New York	$4.08M	+$228K	4	0.02%	Increased
747	MAM Meeder Asset Management Dublin, Ohio	$4.08M	+$1.8M	21	0.24%	Increased
748	EULAV Asset Management Sarasota, Florida	$4.08M	$0	1	0.17%	Maintained
749	Whitebox Advisors Minneapolis, Minnesota	$4.07M	+$901K	3	0.13%	Increased
750	IHL Investment House LLC Redondo Beach, California	$4.05M	-$668K	3	0.36%	Reduced