← 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	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.7M	-$118K	1	0.96%	Reduced
752	One Capital Management Westlake Village, California	$2.7M	+$67.7K	1	0.46%	Increased
753	Signet Financial Management Parsippany, New Jersey	$2.7M	-$367K	1	0.53%	Reduced
754	Cowen Inc New York	$2.69M	+$2.74M	2	0.19%	New
755	VC Voit & Company Brookfield, Wisconsin	$2.68M	+$37.2K	1	2.56%	Increased
756	Credit Agricole Montrouge Cedex, France	$2.66M	-$68.3K	3	0.14%	Reduced
757	Cigna Investments Bloomfield, Connecticut	$2.65M	-$451K	4	0.29%	Reduced
758	OC Oakmont Corp Los Angeles, California	$2.64M	$0	1	0.4%	Maintained
759	Simplicity Solutions Minneapolis, Minnesota	$2.64M	+$2.04M	5	0.11%	Increased
760	BCM Basso Capital Management Stamford, Connecticut	$2.62M	-$2.53M	1	0.58%	Reduced
761	Holocene Advisors New York	$2.6M	-$37.3M	5	0.03%	Reduced
762	Point72 Hong Kong Hong Kong	$2.6M	+$1.89M	8	0.71%	Increased
763	Anderson Hoagland & Co St Louis, Missouri	$2.57M	$0	1	1.59%	Maintained
764	TWI Thomas White International Chicago, Illinois	$2.55M	$0	3	0.45%	Maintained
765	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.54M	$0	1	0.13%	Maintained
766	TAM Tiverton Asset Management Wilimington, Delaware	$2.54M	+$567K	2	0.09%	Increased
767	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.53M	-$96.5K	6	0.7%	Reduced
768	CL CSS LLC Chicago, Illinois	$2.52M	+$463K	2	0.14%	Increased
769	Aptus Capital Advisors Fairhope, Alabama	$2.51M	-$493K	2	0.35%	Reduced
770	Cambiar Investors Denver, Colorado	$2.49M	-$960K	1	0.06%	Reduced
771	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.48M	-$65.3K	1	0.01%	Reduced
772	MUFG Securities EMEA London, United Kingdom	$2.48M	-$357K	1	0.03%	Reduced
773	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.48M	-$250K	1	1.66%	Reduced
774	SSI Scott & Selber Inc Houston, Texas	$2.47M	+$51.8K	1	1.24%	Increased
775	SIG Schaller Investment Group Winston Salem, North Carolina	$2.47M	-$215K	1	1.92%	Reduced