← 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	MIM Miller Investment Management West Conshohocken, Pennsylvania	$25.7M	-$1.06M	1	9.12%	Reduced
277	Raymond James Financial Services Advisors St. Petersburg, Florida	$25.7M	+$1.65M	11	0.18%	Increased
278	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$25.7M	+$2.28M	2	0.15%	Increased
279	KBC Group Brussels, Belgium	$25.6M	+$6.06M	10	0.25%	Increased
280	Chevy Chase Trust Bethesda, Maryland	$25.6M	-$1.66K	3	0.12%	Reduced
281	IP Interval Partners New York	$25.4M	+$14.3M	1	1.11%	Increased
282	Gotham Asset Management New York	$25.4M	-$4.35M	3	0.36%	Reduced
283	RI Redwood Investments Boston, Massachusetts	$25.1M	-$1.32M	2	2.53%	Reduced
284	Curi RMB Capital Chicago, Illinois	$24.6M	-$272K	6	0.7%	Reduced
285	RR Robotti Robert	$24.1M	+$2.66M	3	7.25%	Increased
286	Virginia Retirement Systems Richmond, Virginia	$24M	-$108K	3	0.3%	Reduced
287	BCMNY Buckingham Capital Management (New York) New York	$23.7M	-$1.2M	2	2.78%	Reduced
288	SIM Spark Investment Management New York	$23.6M	+$5.6M	3	1.46%	Increased
289	SM Senvest Management New York	$23.4M	-$12.1M	3	1.84%	Reduced
290	WAM Winslow Asset Management Beachwood, Ohio	$23.3M	+$245K	2	4.74%	Increased
291	Laurion Capital Management New York	$22.7M	-$13.3M	8	0.12%	Reduced
292	SCM Stevens Capital Management Radnor, Pennsylvania	$22.6M	+$12.8M	7	0.85%	Increased
293	Clark Capital Management Group Philadelphia, Pennsylvania	$22.5M	+$11.4M	4	0.88%	Increased
294	Axa Paris, France	$22.5M	-$8.91M	3	0.1%	Reduced
295	Bridgeway Capital Management Houston, Texas	$22.3M	-$1.18M	11	0.27%	Reduced
296	BWCA Brenner West Capital Advisors New York	$22.2M	-$14.1M	1	2.58%	Reduced
297	MCM Maltese Capital Management New York	$21.8M	+$5.78M	2	2.07%	Increased
298	Marshall Wace North America New York	$21.8M	-$22M	6	0.16%	Reduced
299	AL Airain Ltd St. Peter Port, Guernsey	$21.8M	+$7.15M	6	0.96%	Increased
300	WCP Waterfront Capital Partners New York	$21.6M	-$4.21M	3	3.04%	Reduced