← 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
751	Tokio Marine Asset Management Tokyo, Japan	$1.27M	+$96.1K	4	0.13%	Increased
752	IIA IPG Investment Advisors San Diego, California	$1.27M	-$9.52M	1	0.57%	Reduced
753	WCM Washington Capital Management Seattle, Washington	$1.27M	-$30.7K	1	0.93%	Reduced
754	CWM Concert Wealth Management San Jose, California	$1.26M	+$615K	4	0.17%	Increased
755	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.23M	+$576K	1	0.41%	Increased
756	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$1.23M	-$1.66M	1	0.11%	Reduced
757	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.22M	+$288K	3	0.53%	Increased
758	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$1.21M	+$703K	2	0.27%	Increased
759	NFGCM Norman Fields Gottscho Capital Management New York	$1.21M	+$18.9K	2	0.8%	Increased
760	HCP Holt Capital Partners Fort Worth, Texas	$1.2M	+$45.9K	2	0.53%	Increased
761	AP Archon Partners Princeton Junction, New Jersey	$1.2M	-$12.5M	1	0.33%	Reduced
762	ICM Ionic Capital Management New York	$1.19M	+$1.07M	1	0.07%	New
763	PM Penbrook Management New York	$1.19M	-$26.8K	1	1.31%	Reduced
764	GS Gagnon Securities New York	$1.18M	-$3.08K	4	0.57%	Reduced
765	Mariner Independent Advisor Network Overland Park, Kansas	$1.17M	+$1.04M	2	0.37%	New
766	MCP Mirador Capital Partners Pleasanton, California	$1.17M	+$1.06M	1	1.29%	New
767	FMT First Mercantile Trust Cordova, Tennessee	$1.16M	-$196K	5	0.14%	Reduced
768	ArrowMark Colorado Holdings Denver, Colorado	$1.16M	$0	1	0.03%	Maintained
769	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.16M	+$605K	2	0.17%	Increased
770	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.15M	-$1.91M	2	0.14%	Reduced
771	1GA 1st Global Advisors Dallas, Texas	$1.15M	+$45.3K	3	0.16%	Increased
772	ACM Aviance Capital Management Sarasota, Florida	$1.15M	+$177K	1	0.04%	Increased
773	FIM Friedberg Investment Management Houston, Texas	$1.14M	+$238K	1	0.57%	Increased
774	IA Icon Advisers Greenwood Village, Colorado	$1.13M	+$1.04M	1	0.08%	New
775	Fuller & Thaler Asset Management San Mateo, California	$1.13M	-$368K	4	0.02%	Reduced