← 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	MUFG Americas New York	$1.35M	-$15.4K	4	0.05%	Reduced
777	MAI Capital Management Independence, Ohio	$1.33M	$0	1	0.1%	Maintained
778	SCA Secor Capital Advisors New York	$1.3M	-$1.45M	2	0.37%	Reduced
779	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$1.29M	+$50.1K	2	1.28%	Increased
780	MIM Marco Investment Management Atlanta, Georgia	$1.29M	-$3.12K	1	0.24%	Reduced
781	NFGCM Norman Fields Gottscho Capital Management New York	$1.26M	+$266K	1	0.89%	Increased
782	HIH HRS Investment Holdings New York	$1.25M	+$1.24M	1	1.2%	New
783	ArrowMark Colorado Holdings Denver, Colorado	$1.24M	$0	1	0.03%	Maintained
784	WCM Washington Capital Management Seattle, Washington	$1.24M	$0	1	0.77%	Maintained
785	GCG Giovine Capital Group Santa Monica, California	$1.23M	-$1.1M	1	1.79%	Reduced
786	CFP Cornerstone Financial Partners Huntersville, North Carolina	$1.23M	+$1.29M	1	0.45%	New
787	WIS Wright Investors Service Shelton, Connecticut	$1.22M	+$48.4K	1	0.45%	Increased
788	GS Gagnon Securities New York	$1.21M	+$150K	4	0.56%	Increased
789	Tokio Marine Asset Management Tokyo, Japan	$1.21M	-$72.4K	4	0.13%	Reduced
790	State of Alaska Department of Revenue Juneau, Alaska	$1.2M	$0	1	0.17%	Maintained
791	ESBC E.S. Barr & Co Lexington, Kentucky	$1.19M	-$3.8K	1	0.15%	Reduced
792	JC JBF Capital Aspen, Colorado	$1.19M	$0	2	0.14%	Maintained
793	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.19M	+$1.18M	1	0.08%	New
794	EC Everest Capital Miami, Florida	$1.18M	+$1.22M	5	100%	New
795	BOH Bank of Hawaii Honolulu, Hawaii	$1.16M	+$310K	2	0.13%	Increased
796	Cambridge Investment Research Advisors Fairfield, Iowa	$1.15M	-$55K	2	0.03%	Reduced
797	Shelton Capital Management Denver, Colorado	$1.15M	$0	2	0.11%	Maintained
798	PC Palo Capital Newport Beach, California	$1.15M	-$406K	2	1.04%	Reduced
799	HFA High Falls Advisors Rochester, New York	$1.13M	+$1.16M	1	0.32%	New
800	SFP Santa Fe Partners Santa Fe, New Mexico	$1.11M	+$1.14M	1	0.18%	New