← 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	BPBT Boston Private Bank & Trust Boston, Massachusetts	$862K	+$6.74K	4	0.04%	Increased
777	LIA LS Investment Advisors Bloomfield Hills, Michigan	$852K	+$137K	4	0.07%	Increased
778	NCM Noesis Capital Mangement Boca Raton, Florida	$826K	+$7.33K	1	0.41%	Increased
779	CEP Chicago Equity Partners Chicago, Illinois	$822K	-$402K	1	0.02%	Reduced
780	MCF Advisors Covington, Kentucky	$816K	+$1.08K	5	0.27%	Increased
781	Norinchukin Bank Tokyo, Japan	$816K	+$93.9K	3	0.02%	Increased
782	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$810K	$0	1	0.4%	Maintained
783	SIM SSI Investment Management Los Angeles, California	$809K	-$1.27M	2	0.08%	Reduced
784	AGC Angelo Gordon & Co New York	$807K	-$22K	1	0.07%	Reduced
785	CAM Castlerock Asset Management New York	$796K	+$807K	1	2.31%	New
786	HF Hoxton Financial Shepherdstown, West Virginia	$795K	+$214K	2	0.34%	Increased
787	PCM Perritt Capital Management Chicago, Illinois	$795K	+$480K	1	0.13%	Increased
788	FSA Financial Sense Advisors San Diego, California	$779K	+$807K	2	0.34%	New
789	HPA Hilltop Park Associates New York	$771K	-$3.56M	1	0.89%	Reduced
790	PP Patten & Patten Chattanooga, Tennessee	$766K	-$46K	1	0.1%	Reduced
791	BIG Blackthorn Investment Group Overland Park, Kansas	$762K	-$2.32M	2	0.83%	Reduced
792	GAM Goldentree Asset Management New York	$761K	-$3.21M	1	0.24%	Reduced
793	PMG ProVise Management Group Clearwater, Florida	$749K	+$25.7K	1	0.18%	Increased
794	RAM RWC Asset Management London, United Kingdom	$745K	+$26.4K	2	0.07%	Increased
795	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$735K	+$331K	1	0.33%	Increased
796	1GA 1st Global Advisors Dallas, Texas	$721K	+$28K	1	0.13%	Increased
797	TAM THB Asset Management Norwalk, Connecticut	$712K	-$1.04M	1	0.04%	Reduced
798	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$706K	+$79K	1	0.11%	Increased
799	Wedbush Securities Los Angeles, California	$703K	+$184K	3	0.12%	Increased
800	PAS Partnervest Advisory Services Santa Barbara, California	$702K	+$224K	5	0.31%	Increased