← 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	KBC Group Brussels, Belgium	$31.8M	+$3.64M	11	0.2%	Increased
277	JLBC J.L. Bainbridge & Co Sarasota, Florida	$31.7M	-$977K	1	4.41%	Reduced
278	PP PDT Partners New York	$31.6M	+$1.07M	8	1.95%	Increased
279	Seizert Capital Partners Birmingham, Michigan	$31.5M	-$1.68M	2	1.57%	Reduced
280	Andra AP-fonden Goteborg, Sweden	$31.5M	-$2.79M	4	0.9%	Reduced
281	Polar Capital London, United Kingdom	$31.3M	-$34.2M	1	0.27%	Reduced
282	Commerce Bank Kansas City, Missouri	$30.9M	+$22M	8	0.29%	Increased
283	T TOBAM Paris, France	$30.7M	+$9.85M	1	1.88%	Increased
284	Vaughan Nelson Investment Management Houston, Texas	$30.6M	+$32.6M	1	0.38%	New
285	Driehaus Capital Management Chicago, Illinois	$30.5M	-$48.2M	3	0.81%	Reduced
286	Lazard Asset Management New York	$30.4M	+$23.1M	10	0.04%	Increased
287	Dana Investment Advisors Waukesha, Wisconsin	$30.4M	-$2.99M	1	1.46%	Reduced
288	Bank of Nova Scotia Toronto, Ontario, Canada	$30.3M	-$68.3M	5	0.07%	Reduced
289	WBC Westpac Banking Corp Sydney, Australia	$30M	+$5.5M	5	0.39%	Increased
290	CF Cypress Funds Los Angeles, California	$29.7M	+$6.01M	1	5.5%	Increased
291	Zurich Cantonal Bank Zurich, Switzerland	$29.7M	+$8.2M	22	0.23%	Increased
292	MetLife Investment Management Whippany, New Jersey	$29.6M	-$377K	19	0.31%	Reduced
293	LG Leuthold Group Minneapolis, Minnesota	$29.5M	-$1.54M	7	3.84%	Reduced
294	GIP Granite Investment Partners El Segundo, California	$29.5M	+$1.69M	2	1.39%	Increased
295	CC Carlson Capital Dallas, Texas	$28.9M	-$24.8M	2	0.52%	Reduced
296	Glenmede Trust Philadelphia, Pennsylvania	$28.5M	-$5.1M	17	0.13%	Reduced
297	ACM Arlington Capital Management Arlington Heights, Illinois	$28.3M	-$2.54M	5	17.69%	Reduced
298	NN Investment Partners Holdings The Hague, Netherlands	$28M	+$5.21M	4	0.19%	Increased
299	FP Foundry Partners Minneapolis, Minnesota	$28M	-$1.05M	3	1.05%	Reduced
300	PWAG Polaris Wealth Advisory Group San Rafael, California	$27.8M	+$25.9M	1	1.86%	New