← 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
Pitcairn
Pitcairn
Pennsylvania
$1.19M +$253K 2 0.13% Increased
927
GIA
Gargoyle Investment Advisor
New Jersey
$1.17M +$245K 1 1.12% Increased
928
FIA
FNY Investment Advisers
New York
$1.17M +$1.12M 4 0.4% Increased
929
QSS
Quantitative Systematic Strategies
Florida
$1.16M +$82.6K 2 0.29% Increased
930
Beacon Financial Group
Beacon Financial Group
Texas
$1.16M +$82.2K 1 0.19% Increased
931
TRAM
Tuscan Ridge Asset Management
Illinois
$1.15M +$650K 2 0.08% Increased
932
AQA
Alpha Quant Advisors
Texas
$1.13M -$5.64K 3 1.13% Reduced
933
SM
Sciencast Management
New Jersey
$1.13M +$890K 2 0.4% Increased
934
Wedge Capital Management
Wedge Capital Management
North Carolina
$1.12M -$57.3M 2 0.01% Reduced
935
Winton Group
Winton Group
United Kingdom
$1.12M +$684K 4 0.02% Increased
936
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$1.12M +$1.08M 5 0.25% Increased
937
MGO One Seven
MGO One Seven
Ohio
$1.12M -$125K 3 0.37% Reduced
938
Advisor Partners
Advisor Partners
California
$1.11M -$74.6K 4 0.14% Reduced
939
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.1M +$786K 2 0.14% Increased
940
Parsons Capital Management
Parsons Capital Management
Rhode Island
$1.09M -$60.1K 2 0.12% Reduced
941
Coldstream Capital Management
Coldstream Capital Management
Washington
$1.08M +$823K 2 0.09% Increased
942
ACM
Ativo Capital Management
Illinois
$1.08M $0 1 0.45% Maintained
943
CCM
Community Capital Management
Florida
$1.08M +$796K 2 1.3% Increased
944
Avior Wealth Management
Avior Wealth Management
Nebraska
$1.07M +$1.03M 3 0.23% Increased
945
Landsberg Bennett & Dubbaneh
Landsberg Bennett & Dubbaneh
Florida
$1.07M +$766K 2 0.25% Increased
946
Colony Group
Colony Group
Massachusetts
$1.06M -$10.6M 2 0.04% Reduced
947
IHL
Investment House LLC
California
$1.06M -$18K 2 0.11% Reduced
948
Auxier Asset Management
Auxier Asset Management
Oregon
$1.06M -$9.8K 1 0.22% Reduced
949
Opus Capital Group
Opus Capital Group
Ohio
$1.06M -$1.48M 1 0.28% Reduced
950
RIM
Rampart Investment Management
Connecticut
$1.06M +$684K 3 0.12% Increased