← 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	William Blair & Company Chicago, Illinois	$1.91M	+$238K	5	0.02%	Increased
752	TP Truvvo Partners New York	$1.89M	$0	1	0.85%	Maintained
753	HCM HMS Capital Management Nashville, Tennessee	$1.88M	+$1.97M	2	1.88%	New
754	AHC Anderson Hoagland & Co St Louis, Missouri	$1.87M	+$17.3K	1	1.08%	Increased
755	DCM Dean Capital Management Overland Park, Kansas	$1.87M	+$405K	1	1.94%	Increased
756	EDRE Edmond de Rothschild (Europe) Luxembourg	$1.87M	-$124K	3	0.75%	Reduced
757	RAM Redmond Asset Management Henrico, Virginia	$1.87M	+$537K	1	0.91%	Increased
758	State of Alaska Department of Revenue Juneau, Alaska	$1.86M	+$257K	1	0.19%	Increased
759	KIG Kessler Investment Group Columbus, Indiana	$1.86M	+$1.97M	1	2.69%	New
760	PAM PT Asset Management Chicago, Illinois	$1.86M	+$192K	3	0.43%	Increased
761	ETrade Capital Management Arlington, Virginia	$1.85M	+$187K	3	0.09%	Increased
762	OMERS Administration Corp Toronto, Ontario, Canada	$1.82M	+$1.28M	2	0.03%	Increased
763	Veritable Wilmington, Delaware	$1.81M	+$296K	3	0.05%	Increased
764	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.81M	$0	5	0.23%	Maintained
765	MFS Monetta Financial Services Wheaton, Illinois	$1.8M	$0	1	1.16%	Maintained
766	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.8M	+$145K	1	1.01%	Increased
767	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.8M	-$978K	3	0.03%	Reduced
768	AW Alpha Windward Westwood, Massachusetts	$1.8M	+$402K	5	1.25%	Increased
769	TSS Two Sigma Securities New York	$1.8M	+$860K	6	0.61%	Increased
770	CCM Cadence Capital Management Boston, Massachusetts	$1.79M	+$259K	2	0.13%	Increased
771	Första AP-fonden Stockholm, Sweden	$1.78M	+$1.78M	1	0.05%	New
772	Ladenburg Thalmann Financial Services Miami, Florida	$1.78M	-$147K	20	0.03%	Reduced
773	P Pitcairn Conshohocken, Pennsylvania	$1.75M	+$609K	4	0.22%	Increased
774	TIM Thompson Investment Management Madison, Wisconsin	$1.72M	+$170K	3	0.33%	Increased
775	CI Cavalier Investments Alpharetta, Georgia	$1.71M	+$258K	3	1.04%	Increased