← 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	NERM New England Research & Management Chicago, Illinois	$851K	-$153K	1	0.73%	Reduced
852	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$838K	-$83.8K	3	0.14%	Reduced
853	DnB Asset Management Oslo, Norway	$836K	+$235K	2	0.02%	Increased
854	Palisade Capital Management Fort Lee, New Jersey	$833K	-$527K	1	0.02%	Reduced
855	PC Passport Capital San Francisco, California	$828K	$0	1	0.02%	Maintained
856	KCM KSA Capital Management Morristown, New Jersey	$827K	-$27.4K	1	0.21%	Reduced
857	PL Parkwood LLC Cleveland, Ohio	$822K	-$229K	2	0.1%	Reduced
858	FWM Frontier Wealth Management Kansas City, Missouri	$821K	+$31.1K	2	0.13%	Increased
859	Smith Salley Wealth Management Greensboro, North Carolina	$810K	-$210K	1	0.21%	Reduced
860	MCM Mork Capital Management Healdsburg, California	$807K	$0	1	0.93%	Maintained
861	BAM Burnham Asset Management New York	$804K	$0	3	0.18%	Maintained
862	CCM Coe Capital Management Highland Park, Illinois	$803K	+$301K	1	0.32%	Increased
863	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$789K	-$7.25K	1	0.35%	Reduced
864	RI Redwood Investments Boston, Massachusetts	$788K	+$521K	1	0.13%	Increased
865	NSIM North Star Investment Management Chicago, Illinois	$787K	-$77.1K	2	0.15%	Reduced
866	AF Arrow Financial Glens Falls, New York	$783K	+$698K	1	0.21%	Increased
867	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$782K	-$36K	1	0.37%	Reduced
868	Meiji Yasuda Life Insurance Tokyo, Japan	$775K	+$709K	1	0.12%	New
869	CBU CIBC Bank USA Chicago, Illinois	$771K	$0	2	0.14%	Maintained
870	E. Ohman J:or Asset Management Stockholm, Sweden	$771K	$0	4	0.18%	Maintained
871	BIM BRC Investment Management Greenwood Village, Colorado	$765K	+$23.7K	1	0.11%	Increased
872	PineBridge Investments New York	$765K	-$666K	3	0.03%	Reduced
873	IRS Invictus RG (Singapore) Singapore	$764K	+$11.4K	1	0.73%	Increased
874	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$742K	+$459K	3	0.1%	Increased
875	R RQSI Nassau, Bahamas	$734K	$0	1	0.4%	Maintained