← 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
Westwood Holdings Group
Westwood Holdings Group
Texas
$24.9M -$4.09M 3 0.27% Reduced
277
Artemis Investment Management
Artemis Investment Management
United Kingdom
$24.8M +$24.5M 1 0.29% New
278
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$24.6M -$2.86M 9 0.09% Reduced
279
PAM
Premier Asset Management
Illinois
$24.5M -$599K 2 5.78% Reduced
280
JCM
Janney Capital Management
Pennsylvania
$24.4M -$679K 1 1.32% Reduced
281
PEAK6 Investments
PEAK6 Investments
Illinois
$24.4M -$1.71M 6 0.16% Reduced
282
SJIC
St. James Investment Company
Texas
$24.3M -$1.02M 1 2.34% Reduced
283
LG
Leuthold Group
Minnesota
$24.2M -$1.31M 6 3.13% Reduced
284
GTP
Global Thematic Partners
New York
$24.1M -$6.55M 1 1.29% Reduced
285
Natixis Advisors
Natixis Advisors
Massachusetts
$24M -$483K 5 0.2% Reduced
286
DG
Delek Group
Israel
$23.7M +$1.03M 1 0.92% Increased
287
GIP
Granite Investment Partners
California
$23.6M +$1.72M 2 1.27% Increased
288
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.4M -$483K 6 0.21% Reduced
289
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$23.3M +$779K 5 0.19% Increased
290
Emerald Advisers
Emerald Advisers
Pennsylvania
$23.3M +$3M 2 0.94% Increased
291
WC
Walthausen & Co
New York
$23.3M +$3.13M 3 3.08% Increased
292
Meitav Investment House
Meitav Investment House
Israel
$23.1M -$2.25M 2 1.54% Reduced
293
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23M +$6.85M 4 0.2% Increased
294
WAM
Winslow Asset Management
Ohio
$23M -$715K 2 5.1% Reduced
295
GH
GAM Holding
Switzerland
$22.6M +$9.22M 9 0.88% Increased
296
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.5M +$1.84M 16 0.21% Increased
297
GWS
Glassman Wealth Services
Virginia
$22.5M -$3.18M 8 9.07% Reduced
298
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$22.3M -$1.28M 6 0.79% Reduced
299
GC
GMT Capital
Georgia
$22.1M -$4.31M 2 0.77% Reduced
300
FP
Foundry Partners
Minnesota
$22M -$3.48M 3 0.86% Reduced