← 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
276
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$18.8M +$6.6M 11 0.22% Increased
277
ProShare Advisors
ProShare Advisors
Maryland
$18.8M +$1.14M 15 0.24% Increased
278
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$18.6M -$7.76M 3 0.47% Reduced
279
1M
13D Management
New York
$18.6M +$4.02M 1 6.79% Increased
280
Castleark Management
Castleark Management
Illinois
$18.4M -$7.7M 3 0.51% Reduced
281
GH
GAM Holding
Switzerland
$18M -$5.2M 7 0.27% Reduced
282
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$18M +$505K 6 0.35% Increased
283
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.8M -$551K 4 0.05% Reduced
284
AFG
American Financial Group
Ohio
$17.8M $0 1 1.45% Maintained
285
ACM
AEW Capital Management
Massachusetts
$17.5M +$443K 1 0.4% Increased
286
DIA
Denver Investment Advisors
Colorado
$17.5M -$2.34M 3 0.53% Reduced
287
MRI
Mad River Investors
Massachusetts
$17.5M +$1.79M 2 12.81% Increased
288
ICM
IronBridge Capital Management
Illinois
$17.2M -$5.04M 2 0.42% Reduced
289
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$17.2M +$809K 5 0.43% Increased
290
Global X Management Company
Global X Management Company
New York
$17.2M -$4.99M 4 0.99% Reduced
291
Canada Life
Canada Life
Manitoba, Canada
$17M -$129K 15 0.06% Reduced
292
SEI Trust Company
SEI Trust Company
Pennsylvania
$16.9M -$1.47M 10 0.16% Reduced
293
DCM
Dupont Capital Management
Delaware
$16.9M +$4.79M 4 0.28% Increased
294
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$16.9M -$623K 17 0.14% Reduced
295
TD Asset Management
TD Asset Management
Ontario, Canada
$16.8M +$1.79M 6 0.03% Increased
296
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.7M -$68.9K 10 0.2% Reduced
297
William Blair & Company
William Blair & Company
Illinois
$16.3M +$3.64M 6 0.03% Increased
298
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16M +$837K 6 0.09% Increased
299
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$15.8M $0 1 0.74% Maintained
300
ACM
Afton Capital Management
North Carolina
$15.5M +$768K 4 15.32% Increased