← 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
976	Conning Inc Hartford, Connecticut	$466K	+$204K	2	0.02%	Increased
977	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$465K	+$11.7K	1	0.3%	Increased
978	OAMG Odey Asset Management Group London, United Kingdom	$465K	$0	1	0.05%	Maintained
979	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$465K	+$46.7K	1	0.33%	Increased
980	WIA Westbourne Investment Advisors Annapolis, Maryland	$464K	-$2.12M	1	0.38%	Reduced
981	SEC Seven Eight Capital New York	$463K	-$4.36M	2	0.09%	Reduced
982	BFA Beaumont Financial Advisors Needham, Massachusetts	$461K	+$3.81K	1	0.06%	Increased
983	AE Wealth Management Topeka, Kansas	$459K	+$429K	2	0.09%	New
984	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$459K	$0	1	0.19%	Maintained
985	QCMC Quantum Capital Management (California) San Francisco, California	$458K	+$228K	2	0.11%	Increased
986	IR Invictus RG Hamilton, Bermuda	$455K	-$371K	2	0.31%	Reduced
987	IIM Ironwood Investment Management Boston, Massachusetts	$454K	-$22.3K	1	0.34%	Reduced
988	HCM Hollencrest Capital Management Newport Beach, California	$453K	+$416K	2	0.07%	New
989	BOTW Bank of the West Monterey Park, California	$445K	+$8.23K	1	0.06%	Increased
990	Capital International Inc Los Angeles, California	$435K	$0	1	0.05%	Maintained
991	PPCM Pillar Pacific Capital Management Pacifica, California	$434K	$0	1	0.06%	Maintained
992	Signature Estate & Investment Advisors Los Angeles, California	$434K	+$397K	1	0.05%	New
993	GP GLG Partners London, United Kingdom	$432K	+$388K	1	0.02%	New
994	Loomis, Sayles & Company Boston, Massachusetts	$420K	-$7.25M	1	0%	Reduced
995	PCM Perritt Capital Management Chicago, Illinois	$417K	$0	1	0.11%	Maintained
996	TIP Torray Investment Partners Bethesda, Maryland	$415K	+$373K	1	0.04%	New
997	AIA AGF Investments America Toronto, Ontario, Canada	$409K	+$6.84K	1	0.17%	Increased
998	ECM Everence Capital Management Goshen, Indiana	$407K	$0	1	0.11%	Maintained
999	Smithfield Trust Pittsburgh, Pennsylvania	$407K	+$3.1K	3	0.06%	Increased
1000	AT Argent Trust San Antonio, Texas	$405K	$0	1	0.11%	Maintained