← 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	Federated Hermes Pittsburgh, Pennsylvania	$27.8M	+$12.3M	7	0.09%	Increased
227	Fred Alger Management New York	$27.7M	-$1.55M	3	0.13%	Reduced
228	BlackRock Japan Tokyo, Japan	$27.7M	+$3.15M	7	0.12%	Increased
229	Waddell & Reed Financial Overland Park, Kansas	$27.5M	+$26.3M	1	0.04%	Increased
230	Chartwell Investment Partners Berywn, Pennsylvania	$27.4M	-$3.3M	2	0.62%	Reduced
231	CPM Chesapeake Partners Management Baltimore, Maryland	$27.3M	-$4.46M	2	1.01%	Reduced
232	ING Group Amsterdam, Netherlands	$27M	+$4.37M	4	0.16%	Increased
233	Ingalls & Snyder LLC New York	$26.6M	-$6.4M	4	1.43%	Reduced
234	WC Walthausen & Co Malta, New York	$26.5M	+$378K	3	2.15%	Increased
235	Blackstone Inc New York	$26.5M	+$3.9M	1	0.08%	Increased
236	MP Manikay Partners New York	$25.9M	+$28.4M	1	1.46%	New
237	HBK Investments Dallas, Texas	$25.7M	+$14.6M	6	0.4%	Increased
238	Scout Investments Kansas City, Missouri	$25.7M	-$14.9M	1	0.35%	Reduced
239	PRA Parametric Risk Advisors Westport, Connecticut	$25.4M	$0	1	1.72%	Maintained
240	BlueCrest Capital Management St Helier, Jersey	$25.1M	+$27.8M	5	0.94%	New
241	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$25.1M	+$21.6M	5	0.94%	Increased
242	Thornburg Investment Management Santa Fe, New Mexico	$25.1M	+$27.5M	1	0.11%	New
243	NIP Nicholas Investment Partners Rancho Santa Fe, California	$25M	+$1.27M	1	1.56%	Increased
244	TCA Taconic Capital Advisors New York	$24.9M	-$893K	1	0.8%	Reduced
245	Castleark Management Chicago, Illinois	$24.8M	+$7.47M	4	0.71%	Increased
246	Two Sigma Investments New York	$24.8M	-$15.3M	5	0.11%	Reduced
247	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$24.7M	+$26.2M	1	1.4%	New
248	AIA Affinity Investment Advisors Newport Beach, California	$24.6M	+$6.41M	2	2.5%	Increased
249	CC Cannell & Co New York	$24.6M	-$341K	2	0.77%	Reduced
250	AL AJO LP Philadelphia, Pennsylvania	$24.6M	+$10.3M	2	0.11%	Increased