← 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
251	WAM Winslow Asset Management Beachwood, Ohio	$17.2M	+$18.8M	2	3.41%	New
252	Axa Paris, France	$17.1M	+$18.8M	8	0.09%	New
253	Panagora Asset Management Boston, Massachusetts	$17M	+$18.6M	13	0.09%	New
254	NIP Nicholas Investment Partners Rancho Santa Fe, California	$17M	+$15M	1	1.58%	New
255	IRF IBM Retirement Fund Armonk, New York	$16.9M	+$18M	8	0.21%	New
256	Arizona State Retirement System Phoenix, Arizona	$16.9M	+$18.4M	10	0.23%	New
257	TCG Tremblant Capital Group West Palm Beach, Florida	$16.9M	+$17.4M	1	0.81%	New
258	Raymond James & Associates St Petersburg, Florida	$16.8M	+$18.1M	8	0.16%	New
259	Paradigm Capital Management Inc Albany, New York	$16.8M	+$17.9M	2	0.79%	New
260	EA Euclid Advisors Hartford, Connecticut	$16.8M	+$18.9M	3	0.21%	New
261	CO Caldwell & Orkin Norcross, Georgia	$16.7M	+$18M	4	9.19%	New
262	ACI AMP Capital Investors Sydney, Australia	$16.6M	+$17.8M	5	0.13%	New
263	City National Bank Beverly Hills, Delaware	$16.6M	+$18.3M	2	0.31%	New
264	Fisher Asset Management Camas, Washington	$16.6M	+$17.5M	2	0.04%	New
265	RR Robotti Robert	$16.6M	+$15.9M	3	7.22%	New
266	Bridgeway Capital Management Houston, Texas	$16.5M	+$17.8M	8	0.66%	New
267	PP Prospector Partners Guilford, Connecticut	$16.3M	+$17.8M	2	0.8%	New
268	SEI Trust Company Oaks, Pennsylvania	$16.2M	+$17.8M	5	0.2%	New
269	Veritable Wilmington, Delaware	$15.9M	+$16.4M	2	0.38%	New
270	MCP Moab Capital Partners Southampton, New York	$15.4M	+$16.9M	1	9.23%	New
271	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$15.2M	+$16.5M	2	1%	New
272	VNA VNBTrust National Association Charlottesville, Virginia	$14.9M	+$13.1M	1	4.76%	New
273	Granahan Investment Management Waltham, Massachusetts	$14.6M	+$16M	2	0.42%	New
274	BLM Bennett Lawrence Management New York	$14.6M	+$15.1M	2	2.78%	New
275	T Tahithromos New York	$14.3M	+$15.7M	3	2.75%	New