← 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	TI Trigran Investments Northbrook, Illinois	$17.9M	+$318K	1	3.33%	Increased
302	Royal London Asset Management United Kingdom	$17.8M	+$1.09M	5	0.16%	Increased
303	British Columbia Investment Management Victoria, British Columbia, Canada	$17.4M	+$1.62M	4	0.16%	Increased
304	Jacobs Levy Equity Management Florham Park, New Jersey	$17.4M	+$2.92M	4	0.31%	Increased
305	MCIM Meadow Creek Investment Management Atlanta, Georgia	$17.3M	-$4.63M	12	0.4%	Reduced
306	GC GMT Capital Atlanta, Georgia	$17.3M	-$3.79M	1	0.64%	Reduced
307	VC Vision Capital Toronto, Ontario, Canada	$17.3M	+$19.3M	1	13.02%	New
308	CC Cannell & Co New York	$16.8M	-$11.7M	5	0.74%	Reduced
309	Stifel Financial St. Louis, Missouri	$16.6M	+$62.4K	9	0.05%	Increased
310	United Capital Financial Advisors Irving, Texas	$16.6M	+$3.19M	6	0.13%	Increased
311	ExodusPoint Capital Management New York	$16.5M	+$18.5M	2	1.17%	New
312	MPAM Monarch Partners Asset Management Boston, Massachusetts	$16.5M	-$8.21M	4	2.39%	Reduced
313	PVH Psagot Value Holdings Tel Aviv, Israel	$16.3M	-$2.46M	6	0.75%	Reduced
314	Ariel Investments Chicago, Illinois	$16.1M	-$91.5K	2	0.22%	Reduced
315	MAM Mark Asset Management New York	$16.1M	-$1.19M	3	4.35%	Reduced
316	WC Walthausen & Co Malta, New York	$16M	-$1.57M	2	2.21%	Reduced
317	Handelsbanken Fonder Stockholm, Sweden	$15.9M	+$2.71M	1	0.32%	Increased
318	GWS Glassman Wealth Services Vienna, Virginia	$15.9M	+$242	7	8.55%	Increased
319	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$15.9M	+$777K	1	4.74%	Increased
320	Rafferty Asset Management New York	$15.9M	-$1.85M	14	0.35%	Reduced
321	Bank of Nova Scotia Toronto, Ontario, Canada	$15.8M	+$8.95M	3	0.07%	Increased
322	Aviva London, United Kingdom	$15.8M	-$4.81M	5	0.12%	Reduced
323	Nisa Investment Advisors St. Louis, Missouri	$15.8M	-$1.02M	16	0.18%	Reduced
324	QGA Q Global Advisors Fort Worth, Texas	$15.6M	+$18.3M	2	11.86%	New
325	JIR James Investment Research Alpha, Ohio	$15.4M	-$14.5M	12	0.96%	Reduced