← 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	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.36M	-$4.15M	2	0.12%	Reduced
777	NorthRock Partners Minneapolis, Minnesota	$1.35M	+$157K	1	0.8%	Increased
778	SW SVB Wealth Boston, Massachusetts	$1.34M	-$190K	3	0.04%	Reduced
779	Capital International Los Angeles, California	$1.34M	$0	2	0.08%	Maintained
780	HS HighVista Strategies Boston, Massachusetts	$1.32M	-$3.54M	1	0.21%	Reduced
781	HAM Highstreet Asset Management London, Ontario, Canada	$1.32M	+$1.3M	1	0.39%	New
782	AL Airain Ltd St. Peter Port, Guernsey	$1.31M	+$245K	4	0.08%	Increased
783	AAIM American Assets Investment Management San Diego, California	$1.31M	$0	1	0.42%	Maintained
784	Cetera Advisors Denver, Colorado	$1.31M	-$3.83M	2	0.12%	Reduced
785	BRAM Black River Asset Management Hopkins, Minnesota	$1.3M	+$1.21M	1	0.86%	New
786	GS Gagnon Securities New York	$1.29M	+$325K	4	0.43%	Increased
787	CCM Cadence Capital Management Boston, Massachusetts	$1.28M	+$225K	1	0.08%	Increased
788	Mariner Independent Advisor Network Overland Park, Kansas	$1.27M	-$146K	2	0.71%	Reduced
789	OI Oakbrook Investments Lisle, Illinois	$1.25M	-$673K	2	0.07%	Reduced
790	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.24M	+$982K	1	0.22%	Increased
791	PC Pomelo Capital New York	$1.23M	+$558K	2	0.67%	Increased
792	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.23M	+$1.14M	1	0.17%	New
793	CIM Calvert Investment Management Bethesda, Maryland	$1.2M	+$534K	4	0.08%	Increased
794	PAIM Punch & Associates Investment Management Edina, Minnesota	$1.2M	+$1.12M	1	0.15%	New
795	State of Alaska Department of Revenue Juneau, Alaska	$1.2M	$0	1	0.24%	Maintained
796	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.19M	-$25K	4	0.09%	Reduced
797	Cambridge Investment Research Advisors Fairfield, Iowa	$1.19M	-$57.7K	2	0.03%	Reduced
798	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.18M	$0	3	0.23%	Maintained
799	LDB Lee, Danner & Bass Nashville, Tennessee	$1.18M	+$314K	1	0.14%	Increased
800	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.17M	+$20.5K	2	1.17%	Increased