← 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	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$22.3M	-$1.61M	2	0.49%	Reduced
252	Marshall Wace London, United Kingdom	$22.2M	+$22.3M	7	0.4%	New
253	LOAMU Lombard Odier Asset Management (USA) New York	$22.2M	+$5.03M	2	0.86%	Increased
254	SCM Stevens Capital Management Radnor, Pennsylvania	$22M	+$14.6M	5	0.59%	Increased
255	ARC Absolute Return Capital Boston, Massachusetts	$22M	+$9.84M	11	0.32%	Increased
256	SAM Serengeti Asset Management New York	$21.7M	+$1.67M	1	1.9%	Increased
257	GH GAM Holding Zurich, Switzerland	$21.4M	+$2.38M	8	0.34%	Increased
258	ICOM Investment Counselors of Maryland Baltimore, Maryland	$21.1M	+$3.72M	1	0.89%	Increased
259	Gateway Investment Advisers Cincinnati, Ohio	$20.9M	-$19.5K	5	0.17%	Reduced
260	Global X Management Company New York	$20.7M	+$19.9M	4	1.41%	New
261	NIP Nicholas Investment Partners Rancho Santa Fe, California	$20.6M	-$932K	1	1.7%	Reduced
262	CCI Columbus Circle Investors	$20.6M	+$8.9M	2	0.14%	Increased
263	RR Robotti Robert	$20.4M	-$74.1K	3	7.79%	Reduced
264	Lazard Asset Management New York	$19.7M	+$35.4K	3	0.04%	Increased
265	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$19.5M	-$802K	4	0.08%	Reduced
266	MSA Mason Street Advisors Milwaukee, Wisconsin	$19.4M	-$86.4K	13	0.16%	Reduced
267	Smead Capital Management Phoenix, Arizona	$19.4M	+$2.35M	1	2.33%	Increased
268	Veritable Wilmington, Delaware	$18.9M	+$1.09M	2	0.41%	Increased
269	AIA Affinity Investment Advisors Newport Beach, California	$18.9M	-$5.02K	2	2.23%	Reduced
270	DIA Denver Investment Advisors Denver, Colorado	$18.3M	+$10.5M	4	0.54%	Increased
271	SPC Standard Pacific Capital San Francisco, California	$18.3M	+$18.5M	1	2.62%	New
272	WAM Winslow Asset Management Beachwood, Ohio	$18.1M	+$59.1K	2	3.15%	Increased
273	Baillie Gifford & Co Edinburgh, United Kingdom	$17.7M	+$16.4M	1	0.04%	New
274	STRS Ohio Columbus, Ohio	$17.6M	+$4.29M	4	0.08%	Increased
275	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$17.5M	+$2.6M	8	0.11%	Increased