← 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
951	DCM Dynamic Capital Management St. Helier, Jersey	$210K	-$3.89M	1	0.06%	Reduced
952	SAS Spectrum Advisory Services Atlanta, Georgia	$209K	+$194K	1	0.07%	New
953	COI Connable Office Inc Kalamazoo, Michigan	$208K	-$13K	1	0.05%	Reduced
954	MCM Matarin Capital Management New York	$207K	+$201K	1	0.09%	New
955	Capital Investment Advisors Atlanta, Georgia	$207K	-$214K	1	0.02%	Reduced
956	BO BRR OpCo Columbus, Ohio	$206K	+$193K	1	0.09%	New
957	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$205K	+$190K	1	0.04%	New
958	HCM Highlander Capital Management Short Hills, New Jersey	$204K	+$118K	2	0.18%	Increased
959	AAM Aureus Asset Management Boston, Massachusetts	$203K	+$195K	1	0.05%	New
960	Douglas C. Lane & Associates New York	$203K	+$195K	1	0.01%	New
961	NIC Northwest Investment Counselors Lake Oswego, Oregon	$203K	-$61.6K	1	0.14%	Reduced
962	OC Oppenheimer & Close New York	$203K	+$184K	1	0.16%	New
963	Conning Inc Hartford, Connecticut	$202K	-$391K	1	0.01%	Reduced
964	ECM Everence Capital Management Goshen, Indiana	$202K	+$188K	1	0.07%	New
965	PTC Private Trust Company Cleveland, Ohio	$201K	-$59	7	0.07%	Reduced
966	MWR McAdams Wright Ragen Seattle, Washington	$200K	+$169K	1	0.01%	New
967	OCG Opus Capital Group Cincinnati, Ohio	$200K	+$188K	1	0.01%	New
968	Davenport & Co Richmond, Virginia	$200K	$0	1	0%	Maintained
969	PMFA Plante Moran Financial Advisors Southfield, Michigan	$197K	+$45.5K	6	0.18%	Increased
970	Catalyst Capital Advisors Huntington, New York	$196K	+$123K	1	0.03%	Increased
971	ATC Argent Trust Company Ruston, Louisiana	$183K	$0	1	0.06%	Maintained
972	GC Globeflex Capital San Diego, California	$180K	-$4.64M	1	0.02%	Reduced
973	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$178K	-$236K	1	0.38%	Reduced
974	Shinko Asset Management Company Tokyo, Japan	$174K	-$16.4K	5	0%	Reduced
975	TMC Trellus Management Company Delray Beach, Florida	$174K	-$291K	1	0.15%	Reduced