← 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
Corient Private Wealth
Corient Private Wealth
Florida
$53.4M -$4.94M 14 0.09% Reduced
277
Amalgamated Bank
Amalgamated Bank
New York
$52.8M -$5.45M 28 0.45% Reduced
278
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$52.3M -$23.7M 15 0.36% Reduced
279
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$52.1M +$16.4M 7 0.18% Increased
280
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$52.1M -$24.7M 8 0.08% Reduced
281
Verition Fund Management
Verition Fund Management
Connecticut
$50.8M +$9.07M 14 0.28% Increased
282
Resona Asset Management
Resona Asset Management
Japan
$50.6M -$2.37M 5 0.31% Reduced
283
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$50.6M -$92.2M 5 0.15% Reduced
284
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$50.6M -$1.26M 4 0.92% Reduced
285
SG Americas Securities
SG Americas Securities
New York
$50.5M +$4.15M 20 0.29% Increased
286
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$50.1M -$1.47M 4 0.36% Reduced
287
NSLI
Nan Shan Life Insurance
Taiwan
$50M +$44.2M 2 1.18% Increased
288
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$49.5M -$1.37M 2 5.6% Reduced
289
Great Lakes Advisors
Great Lakes Advisors
Illinois
$49.5M -$35.7M 11 0.44% Reduced
290
Vest Financial
Vest Financial
Virginia
$49.2M +$12.5M 7 1.18% Increased
291
WCM
Woodson Capital Management
Connecticut
$49.2M +$8.26M 6 8.53% Increased
292
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$49.2M -$520K 6 0.56% Reduced
293
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$49M -$5.37M 11 0.8% Reduced
294
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$48.7M +$2.02M 6 0.52% Increased
295
JVBC
J.V. Bruni & Co
Colorado
$48.6M -$149K 1 6.05% Reduced
296
HM Payson & Co
HM Payson & Co
Maine
$48.4M +$1.29M 3 0.88% Increased
297
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$48.2M +$8.77M 1 0.46% Increased
298
Cerity Partners
Cerity Partners
New York
$47.7M -$27.6M 17 0.13% Reduced
299
INTECH Investment Management
INTECH Investment Management
Florida
$47.7M +$28.9M 11 0.59% Increased
300
AustralianSuper
AustralianSuper
Australia
$47.6M -$4.5M 3 0.27% Reduced