← 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	NERM New England Research & Management Chicago, Illinois	$1.16M	+$92K	2	0.97%	Increased
827	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.16M	+$114K	12	0.01%	Increased
828	Laurion Capital Management New York	$1.15M	-$1.34M	2	0.01%	Reduced
829	NN Investment Partners Holdings The Hague, Netherlands	$1.14M	+$198K	5	0.01%	Increased
830	MCP Moab Capital Partners Southampton, New York	$1.14M	-$642K	1	0.37%	Reduced
831	AP Archon Partners Princeton Junction, New Jersey	$1.14M	$0	1	0.3%	Maintained
832	AWW Alan W. Weber	$1.13M	-$124K	1	0.69%	Reduced
833	GS Gagnon Securities New York	$1.12M	+$176K	4	0.48%	Increased
834	JC JBF Capital Aspen, Colorado	$1.12M	$0	2	0.14%	Maintained
835	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.12M	-$14.8M	2	0.01%	Reduced
836	VWA V Wealth Advisors Overland Park, Kansas	$1.11M	+$1.18M	1	0.9%	New
837	Lee, Danner & Bass Nashville, Tennessee	$1.11M	$0	1	0.13%	Maintained
838	M Holdings Securities Portland, Oregon	$1.11M	+$553K	3	0.5%	Increased
839	SAMNY Samsung Asset Management (New York) New York	$1.1M	-$254K	1	1.01%	Reduced
840	Cetera Advisors Denver, Colorado	$1.1M	+$458K	3	0.08%	Increased
841	Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.1M	-$46.2K	1	0.31%	Reduced
842	Shelton Capital Management Denver, Colorado	$1.09M	$0	2	0.09%	Maintained
843	Tokio Marine Asset Management Tokyo, Japan	$1.09M	-$129K	4	0.12%	Reduced
844	CP Clover Partners Dallas, Texas	$1.07M	-$475K	1	0.47%	Reduced
845	Algert Global San Francisco, California	$1.07M	+$289K	1	0.31%	Increased
846	MSI Financial Services Springfield, Massachusetts	$1.07M	+$226K	16	0.04%	Increased
847	Virtu Financial New York	$1.06M	+$715K	1	0.18%	Increased
848	RIM Rampart Investment Management Hartford, Connecticut	$1.06M	+$1.14M	2	0.4%	New
849	QAM Quantres Asset Management Cayman, Cayman Islands	$1.05M	+$697K	2	0.65%	Increased
850	Geneos Wealth Management Englewood, Colorado	$1.04M	+$21.4K	11	0.14%	Increased