← 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	TCM Tuttle Capital Management Riverside, Connecticut	$1.7M	-$140K	1	1.29%	Reduced
777	HH Hilltop Holdings Dallas, Texas	$1.7M	+$385	1	0.53%	Increased
778	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.69M	+$148K	1	0.25%	Increased
779	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.67M	+$120K	1	0.19%	Increased
780	IAM Integre Asset Management New York	$1.67M	$0	1	0.52%	Maintained
781	ALPS Advisors Denver, Colorado	$1.67M	-$251K	4	0.01%	Reduced
782	OIA Optimum Investment Advisors Chicago, Illinois	$1.66M	+$66.4K	3	0.62%	Increased
783	FFA First Foundation Advisors Irvine, California	$1.66M	+$710K	3	0.11%	Increased
784	KFA Kays Financial Advisory Atlanta, Georgia	$1.65M	+$218K	1	0.7%	Increased
785	BA Birinyi Associates Westport, Connecticut	$1.64M	+$1.7M	1	0.88%	New
786	CCM Cupps Capital Management Chicago, Illinois	$1.63M	+$102K	1	0.71%	Increased
787	CCM Condor Capital Management Martinsville, New Jersey	$1.63M	-$18.6K	1	0.38%	Reduced
788	NFGCM Norman Fields Gottscho Capital Management New York	$1.63M	+$219K	2	1.07%	Increased
789	Global X Management Company New York	$1.62M	-$60.3K	4	0.07%	Reduced
790	PCM Parsons Capital Management Providence, Rhode Island	$1.61M	-$482K	2	0.22%	Reduced
791	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$1.6M	+$63.8K	2	0.41%	Increased
792	BUB BBVA USA Bancshares Houston, Texas	$1.6M	-$188K	1	0.12%	Reduced
793	AIM Alambic Investment Management Belvedere, California	$1.57M	-$59.5K	2	0.37%	Reduced
794	DnB Asset Management Oslo, Norway	$1.56M	+$505K	3	0.03%	Increased
795	FIM Freedom Investment Management Hartford, Connecticut	$1.56M	-$98.1K	2	0.1%	Reduced
796	Group One Trading Chicago, Illinois	$1.56M	-$593K	9	0.02%	Reduced
797	FM Family Management New York	$1.55M	+$186K	1	0.87%	Increased
798	RAM Riggs Asset Management Dallas, Pennsylvania	$1.52M	+$74.4K	1	0.79%	Increased
799	AAIM American Assets Investment Management San Diego, California	$1.52M	+$41.9K	1	0.35%	Increased
800	RIM Ranger Investment Management Dallas, Texas	$1.49M	+$444K	1	0.11%	Increased