← 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	MDSL M.D. Sass LLC New York	$31.1M	+$10.3M	1	3.92%	Increased
277	MetLife Investment Management Whippany, New Jersey	$30.5M	-$289K	17	0.36%	Reduced
278	Chevy Chase Trust Bethesda, Maryland	$30.4M	-$84K	3	0.13%	Reduced
279	GW&K Investment Management Boston, Massachusetts	$30.4M	-$489K	1	0.5%	Reduced
280	Dana Investment Advisors Waukesha, Wisconsin	$29.6M	-$2.17M	1	1.3%	Reduced
281	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$29.4M	+$2.63M	3	0.39%	Increased
282	Clark Capital Management Group Philadelphia, Pennsylvania	$29.2M	+$5.3M	4	0.84%	Increased
283	William Blair Investment Management Chicago, Illinois	$28.9M	-$1.56M	2	0.11%	Reduced
284	Rafferty Asset Management New York	$28.8M	+$1.71M	19	0.43%	Increased
285	BCMNY Buckingham Capital Management (New York) New York	$28.4M	+$10M	3	2.81%	Increased
286	Raymond James Financial Services Advisors St. Petersburg, Florida	$28.4M	+$4.42M	11	0.14%	Increased
287	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$28.2M	+$1.51M	7	0.06%	Increased
288	FP Foundry Partners Minneapolis, Minnesota	$28.1M	+$2.05M	3	1.15%	Increased
289	Artemis Investment Management Edinburgh, United Kingdom	$28M	+$18.6M	3	0.38%	Increased
290	EP Elkfork Partners Portland, Oregon	$27.9M	+$8.64M	8	0.72%	Increased
291	MCIM Meadow Creek Investment Management Atlanta, Georgia	$27.3M	+$4.14M	11	0.58%	Increased
292	QS Investors New York	$27.1M	+$1.38M	15	0.27%	Increased
293	CEP Chicago Equity Partners Chicago, Illinois	$27M	+$3.32M	8	0.83%	Increased
294	SC Selz Capital New York	$26.1M	+$27.2M	2	4.1%	New
295	Voloridge Investment Management Jupiter, Florida	$26M	+$120K	4	0.7%	Increased
296	TPSF Texas Permanent School Fund Austin, Texas	$26M	-$1.35M	12	0.36%	Reduced
297	Emerald Advisers Leola, Pennsylvania	$25.9M	-$1.43M	2	0.98%	Reduced
298	WAM Winslow Asset Management Beachwood, Ohio	$25.9M	+$5.64K	2	4.8%	Increased
299	Loomis, Sayles & Company Boston, Massachusetts	$25.8M	+$26.6M	1	0.05%	New
300	Aviva London, United Kingdom	$25.8M	+$1.18M	5	0.15%	Increased