← 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
226	RS Investment Management San Francisco, California	$22.2M	+$23.9M	1	0.16%	New
227	Appaloosa Management Miami Beach, Florida	$21.6M	+$22.5M	1	0.31%	New
228	ClearBridge Investments New York	$21.6M	+$22.7M	5	0.03%	New
229	Massachusetts Financial Services Boston, Massachusetts	$21.1M	+$23M	3	0.01%	New
230	PEAK6 Group Chicago, Illinois	$21M	+$22M	8	0.08%	New
231	SC Saiers Capital New York	$21M	+$23M	4	2.31%	New
232	Public Employees Retirement Association of Colorado Denver, Colorado	$20.9M	+$22.8M	15	0.2%	New
233	DP DW Partners New York	$20.9M	+$21.9M	1	8.16%	New
234	CIM Contravisory Investment Management Norwell, Massachusetts	$20.9M	+$22.7M	3	4.64%	New
235	Eagle Asset Management St Petersburg, Florida	$20.8M	+$22.4M	1	0.14%	New
236	British Columbia Investment Management Victoria, British Columbia, Canada	$20.4M	+$22.5M	5	0.17%	New
237	BPM Bronson Point Management Fairfield, Connecticut	$20.4M	+$22.5M	1	1.85%	New
238	GCM Grandmaster Capital Management San Francisco, California	$20.3M	+$19.2M	2	12.93%	New
239	JIR James Investment Research Alpha, Ohio	$20.2M	+$22.4M	4	0.83%	New
240	AIA Affinity Investment Advisors Newport Beach, California	$20.2M	+$22.2M	2	1.76%	New
241	Gateway Investment Advisers Cincinnati, Ohio	$19.9M	+$21M	5	0.17%	New
242	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$19.6M	+$21.1M	1	0.38%	New
243	Chartwell Investment Partners Berywn, Pennsylvania	$19.4M	+$21.8M	3	0.49%	New
244	WI WHV Investments San Francisco, California	$19.3M	+$21.4M	2	0.2%	New
245	DCM Decade Capital Management New York	$18.9M	+$20.9M	4	1.21%	New
246	Polar Asset Management Partners Toronto, Ontario, Canada	$18.4M	+$19.6M	1	0.98%	New
247	ARC Absolute Return Capital Boston, Massachusetts	$18.2M	+$17.1M	3	0.23%	New
248	CCMH Cornerstone Capital Management Holdings New York	$18M	+$19.8M	4	0.22%	New
249	QS Batterymarch Financial Management New York	$18M	+$19.8M	5	0.34%	New
250	KeyBank National Association Cleveland, Ohio	$18M	+$19.8M	4	0.07%	New