← 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	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$3.15M	-$81.4K	1	3.1%	Reduced
752	American Assets Investment Management San Diego, California	$3.14M	$0	1	0.47%	Maintained
753	USS Investment Management London, United Kingdom	$3.13M	+$3.22M	2	0.03%	New
754	LCM Lonestar Capital Management San Francisco, California	$3.13M	$0	1	1.88%	Maintained
755	JCM JS Capital Management New York	$3.12M	+$224K	3	0.36%	Increased
756	3C 361 Capital Denver, Colorado	$3.12M	+$491K	3	0.86%	Increased
757	M&G Investment Management London, United Kingdom	$3.12M	+$3.16M	3	0.03%	New
758	GTCM Gyon Technologies Capital Management Denville, New Jersey	$3.12M	+$3.1M	1	2.06%	New
759	Anderson Hoagland & Co St Louis, Missouri	$3.11M	+$4.59K	1	1.76%	Increased
760	NFGCM Norman Fields Gottscho Capital Management New York	$3.1M	+$249K	3	1.5%	Increased
761	Veritable Wilmington, Delaware	$3.1M	-$151K	5	0.06%	Reduced
762	BI Bulldog Investors Saddle Brook, New Jersey	$3.1M	+$1.25M	2	1.32%	Increased
763	HWC Hill Winds Capital High Falls, New York	$3.07M	-$1.87M	1	2.07%	Reduced
764	ALPS Advisors Denver, Colorado	$3.07M	-$142K	6	0.02%	Reduced
765	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.04M	-$163K	1	0.91%	Reduced
766	Clear Harbor Asset Management Stamford, Connecticut	$3.03M	+$98.7K	6	0.52%	Increased
767	IM Islet Management New York	$3.02M	-$101K	1	0.28%	Reduced
768	EP EPIQ Partners Minneapolis, Minnesota	$3.01M	+$2.81M	1	3.06%	New
769	Foster & Motley Cincinnati, Ohio	$2.98M	+$1.3M	2	0.37%	Increased
770	Brinker Capital Berwyn, Pennsylvania	$2.98M	+$104K	4	0.09%	Increased
771	Waverton Investment Management London, United Kingdom	$2.95M	+$2.99M	1	0.15%	New
772	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.94M	+$2.97M	3	1.12%	New
773	ACM Anfield Capital Management Irvine, California	$2.94M	+$2.82M	1	1.18%	New
774	Strategic Global Advisors Newport Beach, California	$2.93M	-$2.55M	1	0.61%	Reduced
775	DWA Dorsey Wright & Associates Pasadena, California	$2.91M	+$2.9M	4	0.96%	Increased