← 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
801	DILH Dai-ichi Life Holdings Tokyo, Japan	$781K	+$43.8K	4	0.02%	Increased
802	Lasalle Investment Management Securities Baltimore, Maryland	$772K	+$299K	1	0.01%	Increased
803	1GA 1st Global Advisors Dallas, Texas	$771K	-$1.07K	1	0.12%	Reduced
804	CONA Capital One National Association New York	$771K	+$269K	2	0.07%	Increased
805	PCM Perritt Capital Management Chicago, Illinois	$771K	$0	1	0.13%	Maintained
806	PP Patten & Patten Chattanooga, Tennessee	$763K	-$22.5K	1	0.12%	Reduced
807	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$760K	+$7.14K	1	0.33%	Increased
808	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$756K	-$947K	1	0.1%	Reduced
809	DekaBank Deutsche Girozentrale Frankfurt, Germany	$751K	-$295K	5	0.01%	Reduced
810	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$750K	+$14.4K	3	0.12%	Increased
811	BA Bard Associates Chicago, Illinois	$747K	-$2.29K	1	0.3%	Reduced
812	MIG Mariner Investment Group Harrison, New York	$746K	-$204K	1	0.14%	Reduced
813	CHAM Clear Harbor Asset Management Stamford, Connecticut	$741K	+$8.57K	1	0.16%	Increased
814	GA Geneva Advisors Chicago, Illinois	$736K	$0	2	0.01%	Maintained
815	SEC Seven Eight Capital New York	$730K	+$341K	4	0.7%	Increased
816	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$720K	+$2.21K	1	0.35%	Increased
817	ICM IMS Capital Management Portland, Oregon	$718K	$0	2	0.78%	Maintained
818	EVC Eidelman Virant Capital Saint Louis, Missouri	$716K	+$128K	1	0.3%	Increased
819	Wedbush Securities Los Angeles, California	$712K	-$25.8K	3	0.11%	Reduced
820	LCM Lucas Capital Management Red Bank, New Jersey	$702K	$0	1	0.22%	Maintained
821	PRCM Pine River Capital Management Minnetonka, Minnesota	$695K	-$31.6M	1	0.01%	Reduced
822	SCM Stonebridge Capital Management Los Angeles, California	$694K	+$51.4K	2	0.26%	Increased
823	LBG Lloyds Banking Group London, United Kingdom	$691K	-$5.24M	3	0.17%	Reduced
824	ACM Argentus Capital Management Dallas, Texas	$688K	+$5.55K	1	0.18%	Increased
825	E. Ohman J:or Asset Management Stockholm, Sweden	$688K	$0	4	0.17%	Maintained