← 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	BIM BRC Investment Management Greenwood Village, Colorado	$767K	-$12.8K	1	0.11%	Reduced
852	HCM Hilton Capital Management Garden City, New York	$764K	-$247K	1	0.22%	Reduced
853	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$754K	-$6.79K	1	0.38%	Reduced
854	CCM Coe Capital Management Highland Park, Illinois	$750K	-$78K	1	0.27%	Reduced
855	MAM Meeder Asset Management Dublin, Ohio	$750K	-$2.17K	1	0.08%	Reduced
856	Meiji Yasuda Life Insurance Tokyo, Japan	$744K	$0	1	0.12%	Maintained
857	PL Parkwood LLC Cleveland, Ohio	$744K	-$69.1K	2	0.1%	Reduced
858	SI SII Investments Appleton, Wisconsin	$742K	+$357K	1	0.09%	Increased
859	CBU CIBC Bank USA Chicago, Illinois	$740K	$0	2	0.12%	Maintained
860	Smith Salley Wealth Management Greensboro, North Carolina	$734K	$0	1	0.19%	Maintained
861	FFA First Foundation Advisors Irvine, California	$732K	-$8.07K	1	0.06%	Reduced
862	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$725K	$0	1	0.14%	Maintained
863	AWW Alan W. Weber	$724K	$0	1	0.63%	Maintained
864	Whitebox Advisors Minneapolis, Minnesota	$713K	+$711K	1	0.03%	New
865	R RQSI Nassau, Bahamas	$711K	$0	1	0.32%	Maintained
866	Clifford Swan Investment Counsel Pasadena, California	$708K	$0	1	0.05%	Maintained
867	Magnetar Financial Evanston, Illinois	$705K	+$681K	2	0.01%	New
868	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$704K	-$11.3K	1	0.32%	Reduced
869	DnB Asset Management Oslo, Norway	$698K	-$83.3K	2	0.02%	Reduced
870	CG Clinton Group New York	$684K	-$1.93M	2	0.1%	Reduced
871	E. Ohman J:or Asset Management Stockholm, Sweden	$676K	-$60.9K	4	0.16%	Reduced
872	FDS First Dallas Securities Dallas, Texas	$667K	+$661K	2	0.48%	New
873	AIM Allen Investment Management New York	$665K	-$3.49K	1	0.06%	Reduced
874	QI Quotient Investors New York	$664K	-$5M	1	0.09%	Reduced
875	TFA Transamerica Financial Advisors St. Petersburg, Florida	$663K	+$19.7K	3	0.05%	Increased