← 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	PAM Paradigm Asset Management New York	$661K	+$8.74K	5	0.12%	Increased
852	Central Trust Company Jefferson City, Missouri	$654K	+$9.52K	4	0.05%	Increased
853	Driehaus Capital Management Chicago, Illinois	$653K	-$340K	1	0.02%	Reduced
854	MN Services Vermogensbeheer The Hague, Netherlands	$650K	+$675K	4	0.15%	New
855	Algert Global San Francisco, California	$648K	-$113K	1	0.24%	Reduced
856	WF WealthTrust Fairport Cleveland, Ohio	$645K	+$68.2K	1	0.09%	Increased
857	Pacer Advisors Malvern, Pennsylvania	$643K	+$10.3K	6	0.15%	Increased
858	CIM Calvert Investment Management Bethesda, Maryland	$640K	+$41.6K	2	0.03%	Increased
859	Capital International Los Angeles, California	$624K	-$1.01M	1	0.04%	Reduced
860	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$623K	-$18.4K	1	0.32%	Reduced
861	KB Kimelman & Baird New York	$621K	-$7.33M	1	0.12%	Reduced
862	Clifford Swan Investment Counsel Pasadena, California	$620K	$0	1	0.04%	Maintained
863	PS Pensionfund Sabic Sittard, Netherlands	$620K	+$584K	1	0.19%	New
864	MAP Moody Aldrich Partners Marblehead, Massachusetts	$607K	+$544K	1	1.28%	New
865	SWA Sutton Wealth Advisors Tampa, Florida	$607K	+$541K	5	0.58%	New
866	SCM Stonebridge Capital Management Los Angeles, California	$604K	+$9.13K	1	0.26%	Increased
867	Cannell & Spears New York	$601K	-$208K	1	0.07%	Reduced
868	HIH HRS Investment Holdings New York	$596K	-$561K	1	0.56%	Reduced
869	QI Quotient Investors New York	$588K	-$54.9K	1	0.22%	Reduced
870	SW SVB Wealth Boston, Massachusetts	$583K	$0	1	0.02%	Maintained
871	AFM Anson Funds Management Dallas, Texas	$582K	+$474K	1	0.08%	New
872	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$582K	$0	1	0.17%	Maintained
873	NA Navellier & Associates Reno, Nevada	$577K	+$98.8K	2	0.07%	Increased
874	AMM American Money Management Rancho Santa Fe, California	$566K	+$8.62K	1	0.47%	Increased
875	MC Moors & Cabot Boston, Massachusetts	$564K	-$27.2K	1	0.1%	Reduced