← 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	Mercer Global Advisors Denver, Colorado	$46.1M	+$482K	14	0.32%	Increased
277	South Dakota Investment Council Sioux Falls, South Dakota	$46M	-$12.3M	9	0.82%	Reduced
278	Junto Capital Management New York	$45.1M	+$1.44M	1	1.42%	Increased
279	Guggenheim Capital Chicago, Illinois	$44.3M	-$1.98M	15	0.27%	Reduced
280	MN Services Vermogensbeheer The Hague, Netherlands	$43.1M	+$555K	3	0.27%	Increased
281	BNP Paribas Asset Management Paris, France	$42.4M	+$1.64M	6	0.16%	Increased
282	Pacer Advisors Malvern, Pennsylvania	$42.3M	-$11.1M	11	0.53%	Reduced
283	State of Tennessee, Department of Treasury Nashville, Tennessee	$42.3M	-$38.5M	15	0.17%	Reduced
284	CC Carlson Capital Dallas, Texas	$41.9M	-$3.61M	7	2.21%	Reduced
285	Acadian Asset Management Boston, Massachusetts	$41.6M	-$25.7M	12	0.16%	Reduced
286	Employees Retirement System of Texas Austin, Texas	$41.4M	+$5.95M	6	0.48%	Increased
287	Main Management ETF Advisors San Francisco, California	$41M	+$1.98M	1	4.14%	Increased
288	GPCM Greenbrier Partners Capital Management Dallas, Texas	$40.9M	$0	1	3.74%	Maintained
289	SCM SG Capital Management Chicago, Illinois	$40M	-$8.33M	3	16.08%	Reduced
290	First Manhattan New York	$39.7M	+$3.72M	9	0.15%	Increased
291	Commonwealth Equity Services Waltham, Massachusetts	$39.6M	+$2.89M	12	0.1%	Increased
292	Andra AP-fonden Goteborg, Sweden	$39.6M	-$636K	4	0.81%	Reduced
293	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$39.4M	$0	1	7.25%	Maintained
294	Disciplined Growth Investors Minneapolis, Minnesota	$39.3M	+$26.8K	1	0.78%	Increased
295	Mitsubishi UFJ Asset Management Tokyo, Japan	$39.1M	+$3.66M	5	0.19%	Increased
296	ACM Adelante Capital Management Alameda, California	$39M	+$3.27M	1	1.98%	Increased
297	Fifth Third Bancorp Cincinnati, Ohio	$39M	-$1.05M	18	0.17%	Reduced
298	PIM Provident Investment Management Novi, Michigan	$38.4M	+$2.41M	1	3.67%	Increased
299	Treasurer of the State of North Carolina Raleigh, North Carolina	$38M	+$1.26M	8	0.22%	Increased
300	HighTower Advisors Chicago, Illinois	$37.9M	+$1.91M	14	0.1%	Increased