← 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
CAM
Carret Asset Management
New York
$1.92M -$203K 1 0.35% Reduced
777
PP
Paloma Partners
Connecticut
$1.9M -$1.65M 3 0.06% Reduced
778
Gotham Asset Management
Gotham Asset Management
New York
$1.89M -$1.07M 3 0.03% Reduced
779
VF
Virtu Financial
New York
$1.89M -$1M 6 0.1% Reduced
780
Cetera Advisors
Cetera Advisors
Colorado
$1.88M +$25.5K 1 0.11% Increased
781
VC
Voit & Company
Wisconsin
$1.88M +$1.97M 1 2.36% New
782
CCT
Country Club Trust
Missouri
$1.88M +$1.51M 2 0.25% Increased
783
Bridges Investment Management
Bridges Investment Management
Nebraska
$1.87M +$589K 2 0.09% Increased
784
WPC
White Pine Capital
Minnesota
$1.87M +$166K 2 0.77% Increased
785
S
Seeyond
France
$1.86M +$1.83M 4 0.26% New
786
SIM
Sentry Investment Management
Wisconsin
$1.86M -$50.5K 3 0.13% Reduced
787
TAM
Tyers Asset Management
Texas
$1.85M -$1.34M 6 0.07% Reduced
788
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.84M -$182K 5 0.38% Reduced
789
TU
TDAM USA
Ontario, Canada
$1.83M -$760K 2 0.13% Reduced
790
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.82M +$1.77M 1 1.07% New
791
CL
CSS LLC
Illinois
$1.81M -$1.22M 2 0.12% Reduced
792
PFM
Parsec Financial Management
North Carolina
$1.8M -$442K 1 0.13% Reduced
793
IP
Interval Partners
New York
$1.8M -$1.49M 1 0.1% Reduced
794
BIMC
Benson Investment Management Company
Virginia
$1.79M -$5.05M 1 1.52% Reduced
795
PH
Pinnacle Holdings
Oklahoma
$1.79M +$1.63K 3 0.74% Increased
796
Advisors Capital Management
Advisors Capital Management
New Jersey
$1.76M -$471K 1 0.13% Reduced
797
FQ
First Quadrant
California
$1.76M +$398K 3 0.14% Increased
798
Boothbay Fund Management
Boothbay Fund Management
New York
$1.75M +$350K 4 0.26% Increased
799
IFP Advisors
IFP Advisors
Florida
$1.74M -$220K 16 0.11% Reduced
800
QT
Quantamental Technologies
New York
$1.73M +$1.8M 13 1.03% New