← 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	SAM Scopus Asset Management New York	$61.3M	+$25.9M	4	1.27%	Increased
277	HighTower Advisors Chicago, Illinois	$59.9M	+$3.52M	18	0.1%	Increased
278	ABN AMRO Investment Solutions Paris Cedex 008,	$59.6M	-$2.52M	4	1.03%	Reduced
279	Andra AP-fonden Goteborg, Sweden	$59.6M	+$20.9M	4	1.06%	Increased
280	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$59.6M	+$15.6M	11	1.12%	Increased
281	PAIM Punch & Associates Investment Management Edina, Minnesota	$59.5M	-$97.4K	5	3.39%	Reduced
282	Oppenheimer Asset Management New York	$59.1M	-$24.8M	7	0.87%	Reduced
283	Resona Asset Management Koto-Ku,tokyo, Japan	$58.9M	+$53.7M	5	0.35%	New
284	ACM AEW Capital Management Boston, Massachusetts	$58.7M	-$15.8M	1	2.86%	Reduced
285	GGHC Gilder Gagnon Howe & Co New York	$58.7M	+$21.5M	3	0.73%	Increased
286	MN Services Vermogensbeheer The Hague, Netherlands	$58.2M	+$8.21M	4	0.42%	Increased
287	Cubist Systematic Strategies Stamford, Connecticut	$58M	-$49.1M	18	0.33%	Reduced
288	First Eagle Investment Management New York	$57.8M	+$15.8M	9	0.13%	Increased
289	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$57.1M	+$1.37M	7	0.66%	Increased
290	Moran Wealth Management Naples, Florida	$56.4M	+$8.18M	8	1.83%	Increased
291	AustralianSuper Melbourne, Australia	$56M	+$4.21M	3	0.33%	Increased
292	1832 Asset Management Toronto, Ontario, Canada	$55.5M	+$22M	6	0.03%	Increased
293	Bank of Nova Scotia Toronto, Ontario, Canada	$55.4M	-$18.7M	6	0.11%	Reduced
294	Yousif Capital Management Bloomfield Hills, Michigan	$55.2M	+$1.43M	17	0.61%	Increased
295	HM Payson & Co Portland, Maine	$55M	+$3.73M	3	1.02%	Increased
296	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$54.6M	-$625K	1	6.48%	Reduced
297	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$54.3M	-$6.43M	2	5.91%	Reduced
298	Congress Asset Management Boston, Massachusetts	$53.5M	+$4.33M	2	0.38%	Increased
299	Gateway Investment Advisers Cincinnati, Ohio	$52.8M	-$560K	6	0.6%	Reduced
300	PIM Provident Investment Management Novi, Michigan	$52.6M	+$68.5K	1	4.64%	Increased