← 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	MIM Marco Investment Management Atlanta, Georgia	$825K	-$22.9K	1	0.14%	Reduced
852	MCF Advisors Covington, Kentucky	$825K	+$1.28K	8	0.18%	Increased
853	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$821K	+$254K	2	0.01%	Increased
854	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$817K	-$326K	12	0.01%	Reduced
855	CCM Compton Capital Management Providence, Rhode Island	$798K	+$790K	1	0.42%	New
856	TCM Twin Capital Management Mcmurray, Pennsylvania	$788K	-$31.9K	1	0.05%	Reduced
857	HIH HRS Investment Holdings New York	$787K	$0	1	0.64%	Maintained
858	IR Invictus RG Hamilton, Bermuda	$787K	+$92.9K	1	0.53%	Increased
859	SWA SFMG Wealth Advisors Plano, Texas	$786K	+$29	2	0.17%	Increased
860	Private Advisor Group Morristown, New Jersey	$768K	+$33.5K	2	0.03%	Increased
861	Schonfeld Strategic Advisors New York	$751K	-$1.58M	1	0.1%	Reduced
862	Boothbay Fund Management New York	$741K	+$325K	2	0.17%	Increased
863	EI Elkhorn Investments Chicago, Illinois	$735K	+$768K	1	0.86%	New
864	KAM Knightsbridge Asset Management Newport Beach, California	$733K	$0	1	0.68%	Maintained
865	E. Ohman J:or Asset Management Stockholm, Sweden	$731K	+$114K	4	0.1%	Increased
866	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$728K	$0	1	0.32%	Maintained
867	MAP Moody Aldrich Partners Marblehead, Massachusetts	$724K	-$1.08M	1	0.47%	Reduced
868	SWA Sutton Wealth Advisors Tampa, Florida	$718K	-$970	8	0.64%	Reduced
869	FQ First Quadrant Glendale, California	$717K	+$45.4K	3	0.01%	Increased
870	AHL Partners London, United Kingdom	$713K	+$222K	2	0.02%	Increased
871	AMG National Trust Bank Greenwood Village, Colorado	$713K	$0	1	0.06%	Maintained
872	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$713K	$0	1	0.1%	Maintained
873	1GA 1st Global Advisors Dallas, Texas	$709K	-$40.4K	2	0.09%	Reduced
874	VIA Virtus Investment Advisers Hartford, Connecticut	$703K	-$10.8M	3	0.05%	Reduced
875	PineBridge Investments New York	$692K	+$37.2K	7	0.02%	Increased