← 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
301	Virginia Retirement Systems Richmond, Virginia	$23M	-$3.92M	2	0.28%	Reduced
302	BCM Barometer Capital Management Toronto, Ontario, Canada	$22.9M	+$15.1M	2	2.22%	Increased
303	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.7M	-$8.2M	12	0.01%	Reduced
304	REMS Real Estate Management Services	$22.5M	+$10.4M	2	4.63%	Increased
305	PEAK6 Group Chicago, Illinois	$22.3M	+$15.7M	7	0.11%	Increased
306	Curi RMB Capital Chicago, Illinois	$22.2M	-$6.13M	6	0.57%	Reduced
307	AIA Affinity Investment Advisors Newport Beach, California	$22.1M	-$170K	4	2.57%	Reduced
308	Great Lakes Advisors Chicago, Illinois	$22.1M	+$12.3M	4	0.52%	Increased
309	MCM Matarin Capital Management New York	$22M	-$2.12M	2	1.87%	Reduced
310	APCM Arbiter Partners Capital Management New York	$21.9M	$0	3	2.44%	Maintained
311	AIM Assured Investment Management New York	$21.4M	+$7.12M	6	0.44%	Increased
312	Mutual of America Capital Management New York	$21.4M	+$137K	8	0.35%	Increased
313	GA GRS Advisors Chicago, Illinois	$21.4M	+$11M	2	10.17%	Increased
314	R.M. Davis Inc Portland, Maine	$21.3M	+$197K	1	0.88%	Increased
315	HighTower Advisors Chicago, Illinois	$21.3M	+$805K	10	0.18%	Increased
316	Andra AP-fonden Goteborg, Sweden	$21.2M	+$2.17M	5	0.5%	Increased
317	SCM Suffolk Capital Management New York	$21.1M	+$5.13M	2	2.79%	Increased
318	AFG American Financial Group Cincinnati, Ohio	$21M	$0	1	2.17%	Maintained
319	RI Redwood Investments Boston, Massachusetts	$21M	-$7.86M	2	2.39%	Reduced
320	KLWA Kelly Lawrence W & Associates Pasadens, California	$20.9M	-$144K	1	3.99%	Reduced
321	Capital Fund Management (CFM) Paris, France	$20.8M	+$3.53M	6	0.15%	Increased
322	Gateway Investment Advisers Cincinnati, Ohio	$20.4M	-$1.99M	6	0.18%	Reduced
323	GW&K Investment Management Boston, Massachusetts	$20.4M	-$1.86K	1	0.34%	Reduced
324	MCM Maryland Capital Management Towson, Maryland	$20.3M	-$1.81M	1	3.13%	Reduced
325	First Manhattan New York	$20.2M	+$9.51M	10	0.12%	Increased