← 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
CFM
Coronation Fund Managers
South Africa
$4.7M -$2.8M 2 0.13% Reduced
752
ETM
Euclidean Technologies Management
Washington
$4.69M +$4.35M 5 4.31% New
753
BOK Financial
BOK Financial
Oklahoma
$4.69M -$625K 5 0.1% Reduced
754
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$4.68M +$1.01M 4 0.06% Increased
755
ACM
Argyle Capital Management
Pennsylvania
$4.66M -$243K 1 1.64% Reduced
756
MIIM
Mesirow Institutional Investment Management
Illinois
$4.61M +$4.71M 1 0.5% New
757
XSC
X-Square Capital
Puerto Rico
$4.55M -$307K 4 2.68% Reduced
758
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.48M +$247K 18 0.01% Increased
759
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$4.48M +$3.56M 4 0.12% Increased
760
NFA
Northern Financial Advisors
Michigan
$4.47M $0 1 4.21% Maintained
761
GIA
Gladstone Institutional Advisory
Florida
$4.47M +$4.26M 2 0.29% New
762
EFI
EHP Funds Inc
Canada
$4.46M +$1.86M 1 0.87% Increased
763
Robeco Schweiz
Robeco Schweiz
Switzerland
$4.45M $0 1 0.07% Maintained
764
Pathstone Family Office
Pathstone Family Office
New Jersey
$4.43M -$1.82M 6 0.07% Reduced
765
CHAM
Clear Harbor Asset Management
Connecticut
$4.4M -$119K 3 0.45% Reduced
766
Private Advisor Group
Private Advisor Group
New Jersey
$4.39M +$2.16M 6 0.04% Increased
767
INTECH Investment Management
INTECH Investment Management
Florida
$4.38M -$797K 5 0.04% Reduced
768
Maverick Capital
Maverick Capital
Texas
$4.35M +$3.74M 7 0.11% Increased
769
BCM
Bayesian Capital Management
New York
$4.34M +$1.2M 6 0.54% Increased
770
LOAMU
Lombard Odier Asset Management (USA)
New York
$4.34M +$610K 3 0.1% Increased
771
AWA
Arete Wealth Advisors
Illinois
$4.32M +$28.1M 2 0.35% Increased
772
PAMP
Phoenix Asset Management Partners
$4.29M $0 1 3.55% Maintained
773
SC
Stolper & Co
Oklahoma
$4.28M +$7.92K 1 1.83% Increased
774
UIA
Ulland Investment Advisors
Minnesota
$4.28M -$360K 1 5.02% Reduced
775
ATIA
American Trust Investment Advisors
New Hampshire
$4.27M -$1.93K 1 2.57% Reduced