← 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	Summit Partners Public Asset Management Boston, Massachusetts	$22.6M	+$22.8M	1	1.53%	New
302	TPSF Texas Permanent School Fund Austin, Texas	$22.5M	-$947K	12	0.31%	Reduced
303	Ariel Investments Chicago, Illinois	$22.4M	+$4.6M	2	0.25%	Increased
304	MIM Montgomery Investment Management Rockville, Maryland	$22.3M	+$468K	4	9.16%	Increased
305	SCM Snow Capital Management Sewickley, Pennsylvania	$22M	-$21.9M	1	1.05%	Reduced
306	Sculptor Capital New York	$21.9M	-$6.71M	2	0.12%	Reduced
307	MCIM Meadow Creek Investment Management Atlanta, Georgia	$21.8M	-$1.96M	11	0.43%	Reduced
308	Eagle Asset Management St Petersburg, Florida	$21.4M	-$30.7M	4	0.1%	Reduced
309	PVH Psagot Value Holdings Tel Aviv, Israel	$21.4M	-$1.01M	7	0.95%	Reduced
310	Candriam SCA Strassen, Luxembourg, Luxembourg	$21.3M	-$1.46M	5	0.28%	Reduced
311	Mackenzie Financial Toronto Ontario, Ontario, Canada	$21.3M	-$11.5M	8	0.05%	Reduced
312	PAM Premier Asset Management Chicago, Illinois	$21.2M	+$92.8K	2	4.75%	Increased
313	MC Maplelane Capital New York	$21.1M	$0	1	0.7%	Maintained
314	Segall Bryant & Hamill Chicago, Illinois	$21.1M	+$885K	2	0.31%	Increased
315	AFG American Financial Group Cincinnati, Ohio	$21M	$0	1	2.07%	Maintained
316	Emerald Advisers Leola, Pennsylvania	$20.9M	-$2.89M	2	0.77%	Reduced
317	WAM Winslow Asset Management Beachwood, Ohio	$20.8M	-$334K	2	3.79%	Reduced
318	UM Ulysses Management New York	$20.6M	+$8.05M	1	1.61%	Increased
319	TI Trigran Investments Northbrook, Illinois	$20.5M	-$2.04M	1	4.25%	Reduced
320	HBK Investments Dallas, Texas	$20.4M	+$1.52M	9	0.16%	Increased
321	Gateway Investment Advisers Cincinnati, Ohio	$20.3M	-$53.6K	6	0.17%	Reduced
322	Rafferty Asset Management New York	$19.9M	-$6.97M	15	0.31%	Reduced
323	Natixis Advisors Boston, Massachusetts	$19.9M	+$4.28M	5	0.18%	Increased
324	ARTA A.R.T. Advisors New York	$19.7M	+$4.19M	10	0.9%	Increased
325	Mutual of America Capital Management New York	$19.7M	+$173K	13	0.28%	Increased