← 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
776	MI Markston International White Plains, New York	$430K	-$947K	1	0.03%	Reduced
777	Commerce Bank Kansas City, Missouri	$427K	-$430K	1	0.01%	Reduced
778	Johnson Investment Counsel Cincinnati, Ohio	$425K	-$295K	1	0.02%	Reduced
779	CAM Cortina Asset Management Milwaukee, Wisconsin	$417K	+$416K	1	0.02%	New
780	MIM Miller Investment Management West Conshohocken, Pennsylvania	$415K	$0	1	0.25%	Maintained
781	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$402K	-$79K	4	0.11%	Reduced
782	MSI Financial Services Springfield, Massachusetts	$400K	-$513K	9	0.07%	Reduced
783	Weiss Multi-Strategy Advisers New York	$394K	-$25.2M	1	0.01%	Reduced
784	FTI Fiduciary Trust International Lincoln, Massachusetts	$389K	$0	1	0.13%	Maintained
785	IPC Independent Portfolio Consultants Boca Raton, Florida	$372K	+$358K	1	0.15%	New
786	COI Connable Office Inc Kalamazoo, Michigan	$371K	-$172K	1	0.1%	Reduced
787	EVC Eidelman Virant Capital Saint Louis, Missouri	$362K	$0	1	0.19%	Maintained
788	VF Virtu Financial New York	$362K	+$145K	1	0.04%	Increased
789	LPC Loeb Partners Corp New York	$356K	$0	1	0.12%	Maintained
790	LMF LMR Master Fund Grand Cayman, Cayman Islands	$354K	-$9.26M	1	0.07%	Reduced
791	CIC Cornercap Investment Counsel Atlanta, Georgia	$353K	+$353K	1	0.07%	New
792	SAG Sterne Agee Group Birmingham, Alabama	$349K	+$88.7K	1	0.14%	Increased
793	FIG Fortress Investment Group New York	$346K	$0	1	0.01%	Maintained
794	First Manhattan New York	$342K	$0	9	0%	Maintained
795	DSI Daiwa SB Investments Tokyo, Japan	$340K	-$4.73M	2	0.04%	Reduced
796	EEG E.E. Geduld	$340K	-$2.19M	2	0.21%	Reduced
797	Avalon Investment & Advisory Houston, Texas	$338K	-$5.75M	2	0.02%	Reduced
798	LCS Levin Capital Strategies New York	$335K	+$330K	1	0.01%	New
799	AAM Azzad Asset Management Falls Church, Virginia	$331K	$0	1	0.27%	Maintained
800	WC Wexford Capital West Palm Beach, Florida	$327K	-$12.3M	1	0.03%	Reduced