← 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
TI
Telemetry Investments
New York
$1.46M +$1.27M 1 0.69% New
852
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.45M -$198K 1 0.21% Reduced
853
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$1.44M $0 1 1.16% Maintained
854
Atria Investments
Atria Investments
North Carolina
$1.42M +$231K 2 0.09% Increased
855
OWIM
Old West Investment Management
California
$1.41M -$74.9K 1 0.75% Reduced
856
FNBOMD
First National Bank of Mount Dora
Florida
$1.41M -$1.22M 1 0.73% Reduced
857
PM
Parametrica Management
Hong Kong
$1.4M +$992K 3 1.31% Increased
858
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.39M +$1.04M 4 0.51% Increased
859
Empirical Finance
Empirical Finance
Pennsylvania
$1.38M $0 1 0.53% Maintained
860
NIT
NumerixS Investment Technologies
British Columbia, Canada
$1.37M -$2.93M 5 0.2% Reduced
861
IHL
Investment House LLC
California
$1.36M -$248K 2 0.18% Reduced
862
JC
JBF Capital
Colorado
$1.35M $0 2 0.15% Maintained
863
SCA
Snowden Capital Advisors
New York
$1.35M +$68.3K 1 0.25% Increased
864
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.34M $0 1 0.02% Maintained
865
Telemus Capital
Telemus Capital
Michigan
$1.34M -$259K 3 0.14% Reduced
866
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$1.34M +$693K 4 1.16% Increased
867
MVA
Mount Vernon Associates
Maryland
$1.34M -$18.7K 2 2.4% Reduced
868
LAIC
Lederer & Associates Investment Counsel
California
$1.31M -$59K 1 1.26% Reduced
869
RGT Wealth Advisors
RGT Wealth Advisors
Texas
$1.3M $0 2 0.89% Maintained
870
Mizuho Securities USA
Mizuho Securities USA
New York
$1.29M +$1.23M 2 0.07% New
871
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$1.29M $0 1 0.14% Maintained
872
Narwhal Capital Management
Narwhal Capital Management
Georgia
$1.29M +$276K 1 0.33% Increased
873
BLB&B Advisors
BLB&B Advisors
Pennsylvania
$1.28M +$1.24M 1 0.21% New
874
CIAN
Capstone Investment Advisors (Netherlands)
New York
$1.27M -$545K 5 4.43% Reduced
875
Avantax Planning Partners
Avantax Planning Partners
Iowa
$1.26M +$886 1 0.11% Increased