← 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	HighTower Advisors Chicago, Illinois	$35.6M	+$9.35M	12	0.29%	Increased
277	MPAM Monarch Partners Asset Management Boston, Massachusetts	$35.6M	+$174K	3	3.33%	Increased
278	MetLife Investment Management Whippany, New Jersey	$35.5M	+$33.1M	19	0.4%	New
279	NPIC Neumeier Poma Investment Counsel Carmel, California	$35.4M	-$5.04M	1	3.54%	Reduced
280	AR Advisory Research Chicago, Illinois	$34.8M	-$1.39M	3	0.58%	Reduced
281	Raymond James Financial Services Advisors St. Petersburg, Florida	$34.6M	+$5.91M	10	0.22%	Increased
282	Chevy Chase Trust Bethesda, Maryland	$34.4M	-$300K	4	0.15%	Reduced
283	FP Foundry Partners Minneapolis, Minnesota	$34.4M	-$2.27M	3	1.43%	Reduced
284	GCM Gruss Capital Management New York	$34.2M	-$10M	1	2.74%	Reduced
285	Peregrine Capital Management Minneapolis, Minnesota	$34.1M	-$7.22M	3	0.8%	Reduced
286	Kennedy Capital Management St Louis, Missouri	$33.6M	-$438K	7	0.6%	Reduced
287	OMC Oasis Management Company Grand Cayman, Cayman Islands	$33.4M	$0	1	41.21%	Maintained
288	GJL Gendell Jeffrey L	$33.2M	+$4.97M	2	2.3%	Increased
289	STRS Ohio Columbus, Ohio	$33M	-$3.64M	12	0.14%	Reduced
290	Wasatch Advisors Salt Lake City, Utah	$32.5M	-$17.1M	1	0.43%	Reduced
291	WAM Winslow Asset Management Beachwood, Ohio	$32.3M	+$620K	2	5.94%	Increased
292	Aviva London, United Kingdom	$32.2M	-$4.78M	5	0.18%	Reduced
293	TPSF Texas Permanent School Fund Austin, Texas	$32.1M	-$2.47M	12	0.4%	Reduced
294	Emerald Advisers Leola, Pennsylvania	$32M	-$1.23M	2	1.23%	Reduced
295	MIM Miller Investment Management West Conshohocken, Pennsylvania	$31.9M	-$675K	1	9.73%	Reduced
296	William Blair Investment Management Chicago, Illinois	$31.8M	-$2.67M	2	0.12%	Reduced
297	TSAM Trinity Street Asset Management London, United Kingdom	$31.3M	-$22.2M	1	4.09%	Reduced
298	QS Investors New York	$30.9M	-$3.53M	17	0.29%	Reduced
299	LPL Financial San Diego, California	$30.8M	+$7.22M	11	0.09%	Increased
300	MDSL M.D. Sass LLC New York	$30.5M	-$8.02M	1	2.73%	Reduced