← 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	HIM HGC Investment Management Toronto, Ontario, Canada	$1.38M	-$969K	1	0.33%	Reduced
852	ISSM Invesco Senior Secured Management New York	$1.37M	$0	1	0.89%	Maintained
853	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.34M	-$3.15M	1	0.29%	Reduced
854	BIG Boothe Investment Group Dover, Delaware	$1.34M	+$1.44M	1	1.72%	New
855	C Cerebellum San Francisco, California	$1.32M	+$596K	6	0.92%	Increased
856	NSIM North Star Investment Management Chicago, Illinois	$1.32M	+$177K	2	0.17%	Increased
857	MFAM Motley Fool Asset Management Alexandria, Virginia	$1.31M	$0	1	0.18%	Maintained
858	NO Ninety One Cape Town, South Africa	$1.31M	+$1.35M	1	0.77%	New
859	Kentucky Retirement Systems Frankfort, Kentucky	$1.31M	+$25.8K	3	0.14%	Increased
860	CIBC Private Wealth Group Atlanta, Georgia	$1.3M	-$5.46M	2	0.01%	Reduced
861	Mirae Asset Global Investments Seoul, South Korea	$1.3M	-$196K	3	0.01%	Reduced
862	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.3M	$0	1	1.38%	Maintained
863	FA FDx Advisors Chicago, Illinois	$1.29M	-$883K	2	0.11%	Reduced
864	MAI Capital Management Independence, Ohio	$1.29M	-$214K	1	0.08%	Reduced
865	WOC West Oak Capital Westlake Village, California	$1.28M	-$96.4K	3	0.91%	Reduced
866	KeyBank National Association Cleveland, Ohio	$1.28M	-$227K	5	0.01%	Reduced
867	AA Altman Advisors Chicago, Illinois	$1.28M	-$218K	1	1.4%	Reduced
868	CCM Corsair Capital Management New York	$1.26M	+$609K	2	0.4%	Increased
869	First Allied Advisory Services San Diego, California	$1.26M	-$675K	3	0.05%	Reduced
870	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.25M	-$37.3K	2	0.12%	Reduced
871	VanEck Associates New York	$1.25M	+$112K	1	0.01%	Increased
872	EC EJF Capital Arlington, Virginia	$1.23M	+$67.5K	3	0.14%	Increased
873	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.23M	+$1.17M	8	0.24%	Increased
874	ACP Aviance Capital Partners Naples, Florida	$1.23M	-$125K	1	0.43%	Reduced
875	OFW Omnia Family Wealth Aventura, Florida	$1.22M	-$6.36K	9	0.66%	Reduced