← 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
926	SCM Stux Capital Management New York	$216K	-$476K	1	0.03%	Reduced
927	PAM Princeton Alpha Management Princeton Junction, New Jersey	$215K	+$193K	1	0.16%	New
928	OCG Opus Capital Group Cincinnati, Ohio	$212K	+$194K	1	0.01%	New
929	BFC Blue Fin Capital Warren, Rhode Island	$211K	+$182K	1	0.19%	New
930	DekaBank Deutsche Girozentrale Frankfurt, Germany	$209K	+$62.6K	4	0%	Increased
931	Fayez Sarofim & Co Houston, Texas	$209K	+$198K	1	0%	New
932	CONA Capital One National Association New York	$207K	-$78.9K	1	0.02%	Reduced
933	Whittier Trust South Pasadena, California	$207K	-$5K	2	0.01%	Reduced
934	NIC Northwest Investment Counselors Lake Oswego, Oregon	$203K	+$3.9K	1	0.14%	Increased
935	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$202K	+$175K	1	0.11%	New
936	QCMC Quantum Capital Management (California) San Francisco, California	$201K	$0	1	0.03%	Maintained
937	GF Gerstein Fisher New York	$200K	-$23.6K	1	0.04%	Reduced
938	Davenport & Co Richmond, Virginia	$196K	$0	1	0%	Maintained
939	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$195K	+$178K	2	0.14%	New
940	PMFA Plante Moran Financial Advisors Southfield, Michigan	$192K	+$30.1K	3	0.11%	Increased
941	TCM Tygh Capital Management Portland, Oregon	$186K	+$181K	1	0.04%	New
942	MUFG Securities EMEA London, United Kingdom	$185K	+$166K	1	0.09%	New
943	AGA Accuvest Global Advisors Provo, Utah	$182K	$0	1	0.04%	Maintained
944	Conning Inc Hartford, Connecticut	$175K	+$28.6K	1	0.01%	Increased
945	Shinko Asset Management Company Tokyo, Japan	$167K	$0	5	0%	Maintained
946	TMC Trellus Management Company Delray Beach, Florida	$163K	-$330K	1	0.2%	Reduced
947	GIS Guardian Investor Services New York	$160K	+$1.77K	3	0.12%	Increased
948	1919 Investment Counsel Baltimore, Maryland	$156K	-$71.3K	1	0%	Reduced
949	DSC Duncker Streett & Co St. Louis, Missouri	$156K	-$79.9K	1	0.06%	Reduced
950	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$146K	+$129K	4	0.13%	New