← 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
826
Quantbot Technologies
Quantbot Technologies
New York
$1.02M -$749K 8 0.25% Reduced
827
MFWM
Motley Fool Wealth Management
Virginia
$1.02M +$992K 1 0.21% New
828
MLM
Mount Lucas Management
Pennsylvania
$995K +$64.3K 1 0.17% Increased
829
SM
Scoggin Management
New York
$993K +$1M 1 0.08% New
830
FNBOMD
First National Bank of Mount Dora
Florida
$992K +$916K 1 0.54% New
831
BCM
Beck Capital Management
Texas
$964K +$22.7K 1 0.55% Increased
832
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$964K -$238K 2 0.04% Reduced
833
Rathbones Group
Rathbones Group
United Kingdom
$959K +$361K 2 0.06% Increased
834
TCP
TAMRO Capital Partners
Virginia
$954K -$53.6K 1 0.07% Reduced
835
JMH
J.M. Hartwell
New York
$952K $0 1 0.2% Maintained
836
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$943K -$17.6K 1 0.01% Reduced
837
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$942K +$920K 2 0.02% New
838
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$930K -$6.9M 1 0.01% Reduced
839
PH
Pinnacle Holdings
Oklahoma
$924K +$12.3K 4 0.34% Increased
840
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$920K -$107K 2 0.09% Reduced
841
MC
Moors & Cabot
Massachusetts
$917K +$548K 2 0.15% Increased
842
Sit Investment Associates
Sit Investment Associates
Minnesota
$904K $0 1 0.02% Maintained
843
DCM
Dialectic Capital Management
Connecticut
$899K +$800K 1 0.16% New
844
1GA
1st Global Advisors
Texas
$895K +$292K 2 0.13% Increased
845
MCF Advisors
MCF Advisors
Kentucky
$893K +$1.35K 5 0.22% Increased
846
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$888K -$292K 5 0% Reduced
847
CI
Cowen Inc
New York
$880K +$773K 2 0.07% New
848
TWI
Thomas White International
Illinois
$880K -$61.4K 2 0.12% Reduced
849
PP
Patten & Patten
Tennessee
$858K +$439K 1 0.12% Increased
850
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$857K -$10.7K 1 0.13% Reduced