← 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
901	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.04M	+$424K	2	0.1%	Increased
902	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.02M	-$371K	1	0.5%	Reduced
903	PGIM Pacific Global Investment Management Glendale, California	$1.02M	+$87.1K	2	0.23%	Increased
904	Quadrature Capital London, United Kingdom	$1.01M	-$1.86M	1	0.13%	Reduced
905	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.01M	-$26.9K	2	0.19%	Reduced
906	Sowell Financial Services North Little Rock, Arkansas	$1.01M	-$1.4M	2	0.26%	Reduced
907	IFM Investors Melbourne, Australia	$1M	$0	3	0.17%	Maintained
908	TIP Torray Investment Partners Bethesda, Maryland	$1M	+$386K	1	0.1%	Increased
909	Geneos Wealth Management Englewood, Colorado	$997K	+$80.4K	11	0.1%	Increased
910	FIM Freedom Investment Management Hartford, Connecticut	$993K	-$26.7K	3	0.05%	Reduced
911	AWW Alan W. Weber	$990K	$0	1	0.47%	Maintained
912	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$984K	+$45.2K	1	0.22%	Increased
913	BCM Bayesian Capital Management Brooklyn, New York	$983K	-$687K	2	0.23%	Reduced
914	ALPS Advisors Denver, Colorado	$974K	-$1.9M	2	0.01%	Reduced
915	MC Moors & Cabot Boston, Massachusetts	$971K	+$244K	2	0.14%	Increased
916	NGA New Generation Advisors Manchester, Massachusetts	$965K	-$729K	1	0.6%	Reduced
917	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$959K	+$900K	1	0.29%	New
918	CS Credential Securities Vancouver,	$954K	+$201K	2	0.26%	Increased
919	TNAM Terra Nova Asset Management New York	$946K	+$938K	1	1.93%	New
920	WCA Westover Capital Advisors Wilmington, Delaware	$942K	+$588K	1	0.55%	Increased
921	CCM Compton Capital Management Providence, Rhode Island	$935K	-$52.4K	1	0.42%	Reduced
922	Tokio Marine Asset Management Tokyo, Japan	$932K	-$467K	1	0.14%	Reduced
923	HS HighVista Strategies Boston, Massachusetts	$931K	$0	1	0.21%	Maintained
924	FIB First Interstate Bank Billings, Montana	$918K	-$59.8K	5	0.2%	Reduced
925	FDS First Dallas Securities Dallas, Texas	$908K	-$305K	2	0.63%	Reduced