← 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
1601	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$2.52M	0	–	Closed
1602	CC Cognios Capital Leawood, Kansas	$0	-$2.13M	0	–	Closed
1603	Cohen & Steers New York	$0	-$1.53M	0	–	Closed
1604	CCM Condor Capital Management Martinsville, New Jersey	$0	-$868K	0	–	Closed
1605	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$226K	0	–	Closed
1606	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$1.38M	0	–	Closed
1607	CCM Corsair Capital Management New York	$0	-$294K	0	–	Closed
1608	Cowen and Company New York	$0	-$1.59M	0	–	Closed
1609	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$483K	0	–	Closed
1610	CG Cynosure Group Salt Lake City, Utah	$0	-$211K	0	–	Closed
1611	D1 Capital Partners New York	$0	-$34.5M	0	–	Closed
1612	DWM Darwin Wealth Management Tampa, Florida	$0	-$6K	0	–	Closed
1613	DWA Dorsey Wright & Associates Pasadena, California	$0	-$12K	0	–	Closed
1614	DRW Securities Chicago, Illinois	$0	-$598K	0	–	Closed
1615	EI EAM Investors Solana Beach, California	$0	-$1.7M	0	–	Closed
1616	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$9.79M	0	–	Closed
1617	EH Employers Holdings Reno, Nevada	$0	-$229K	0	–	Closed
1618	Empyrean Capital Partners Los Angeles, California	$0	-$1.48M	0	–	Closed
1619	ER Enlightenment Research Miami, Florida	$0	-$1.38M	0	–	Closed
1620	EWM EPG Wealth Management Atlanta, Georgia	$0	-$27K	0	–	Closed
1621	EMG ETF Managers Group Summit, New Jersey	$0	-$883K	0	–	Closed
1622	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$1.1M	0	–	Closed
1623	FEG Financial Enhancement Group Anderson, Indiana	$0	-$226K	1	0%	Reduced
1624	FAT First American Trust Santa Ana, California	$0	-$3.8M	0	–	Closed
1625	FIB First Interstate Bank Billings, Montana	$0	-$488K	0	–	Closed