← 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
851	ALPS Advisors Denver, Colorado	$469K	+$217K	1	0%	Increased
852	MIM Miller Investment Management West Conshohocken, Pennsylvania	$461K	$0	1	0.26%	Maintained
853	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$459K	$0	4	0.12%	Maintained
854	DG Davidson & Garrard Lynchburg, Virginia	$458K	-$44.7K	1	0.12%	Reduced
855	NPC National Planning Corporation El Segundo, California	$457K	-$118K	1	0.04%	Reduced
856	FAM Fortaleza Asset Management Chicago, Illinois	$455K	+$443K	1	0.23%	New
857	Stephens Inc Little Rock, Arkansas	$451K	+$173K	2	0.02%	Increased
858	CIC Cornercap Investment Counsel Atlanta, Georgia	$447K	+$47.2K	1	0.08%	Increased
859	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$434K	+$280K	4	0%	Increased
860	PAS Partnervest Advisory Services Santa Barbara, California	$431K	-$114K	4	0.2%	Reduced
861	Huntington National Bank Columbus, Ohio	$428K	-$55.5K	5	0.01%	Reduced
862	MAM Marquette Asset Management Minneapolis, Minnesota	$422K	+$164K	2	0.18%	Increased
863	PCM Perritt Capital Management Chicago, Illinois	$422K	+$445K	1	0.07%	New
864	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$421K	+$161K	1	0.19%	Increased
865	Picton Mahoney Asset Management Toronto, Ontario, Canada	$421K	-$2.35M	2	0.02%	Reduced
866	MI Markston International White Plains, New York	$420K	$0	1	0.03%	Maintained
867	BCM Bluefin Capital Management New York	$413K	-$2.59M	1	0.03%	Reduced
868	PL Parkwood LLC Cleveland, Ohio	$409K	+$392K	3	0.1%	New
869	Jupiter Investment Management London, United Kingdom	$408K	+$387K	1	0.03%	New
870	First Manhattan New York	$403K	+$31.7K	9	0%	Increased
871	DSI Daiwa SB Investments Tokyo, Japan	$400K	$0	2	0.04%	Maintained
872	Capital Investment Advisors Atlanta, Georgia	$396K	+$361K	1	0.05%	New
873	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$394K	+$102K	1	0.14%	Increased
874	SGH Schonfeld Group Holdings Jericho, New York	$389K	+$72.1K	2	0.15%	Increased
875	GWI Grace & White Inc Ny, New York	$384K	+$372K	1	0.07%	New