← 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	STRS Ohio Columbus, Ohio	$19.1M	+$1.74M	8	0.09%	Increased
277	Robeco Institutional Asset Management Rotterdam, Netherlands	$18.8M	+$184K	4	0.15%	Increased
278	Aviva London, United Kingdom	$18.7M	+$190K	6	0.14%	Increased
279	Asset Management One Tokyo, Japan	$18.7M	+$735K	6	0.27%	Increased
280	Epoch Investment Partners New York	$18.7M	+$744K	1	0.07%	Increased
281	RIM Rainier Investment Management Seattle, Washington	$18.6M	+$752K	1	0.83%	Increased
282	USAA United Services Automobile Association San Antonio, Texas	$18.3M	-$6.85M	7	0.07%	Reduced
283	Capital Fund Management (CFM) Paris, France	$18.3M	-$1.08M	4	0.18%	Reduced
284	CF Cypress Funds Los Angeles, California	$18.1M	-$2.36M	2	4.55%	Reduced
285	ACI AMP Capital Investors Sydney, Australia	$18M	+$3.94M	5	0.12%	Increased
286	UBS O'Connor Chicago, Illinois	$17.9M	-$4.14M	3	0.18%	Reduced
287	Ninety One (UK) London, United Kingdom	$17.3M	-$2.45M	2	0.09%	Reduced
288	GC GMT Capital Atlanta, Georgia	$17.3M	+$3.1M	2	0.42%	Increased
289	Two Sigma Advisers New York	$17.3M	+$8.43M	5	0.1%	Increased
290	BA Boston Advisors Boston, Massachusetts	$17.1M	-$4.8M	1	0.42%	Reduced
291	KLWA Kelly Lawrence W & Associates Pasadens, California	$16.5M	+$225K	1	4.13%	Increased
292	SH SeaTown Holdings Singapore	$16.3M	+$4.54M	2	4.56%	Increased
293	RCM Riverhead Capital Management Wilmington, Delaware	$16.3M	-$11M	10	0.23%	Reduced
294	APCM Arbiter Partners Capital Management New York	$15.9M	-$866K	2	2.97%	Reduced
295	GA GRS Advisors Chicago, Illinois	$15.8M	-$21.9M	1	3.85%	Reduced
296	Arizona State Retirement System Phoenix, Arizona	$15.6M	+$84.6K	11	0.2%	Increased
297	CIA CCM Investment Advisers Columbia, South Carolina	$15.5M	+$1.86M	1	1.45%	Increased
298	Fifth Third Bancorp Cincinnati, Ohio	$15.4M	-$1.57M	8	0.13%	Reduced
299	BCM Basswood Capital Management New York	$15M	+$3.15M	4	0.81%	Increased
300	WAM Winslow Asset Management Beachwood, Ohio	$15M	-$1.91M	2	3.35%	Reduced