← 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	Glassman Wealth Services Vienna, Virginia	$21.2M	+$2.99M	8	9.22%	Increased
302	United Capital Financial Advisors Irving, Texas	$21.2M	+$1.65M	7	0.15%	Increased
303	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$21.1M	-$4.87M	4	0.05%	Reduced
304	BNP Paribas Asset Management Paris, France	$20.7M	+$7.65M	5	0.17%	Increased
305	M.D. Sass LLC New York	$20.4M	-$6.51M	2	3.24%	Reduced
306	MC Maplelane Capital New York	$19.8M	+$14.1M	1	0.55%	Increased
307	Teacher Retirement System of Texas Austin, Texas	$19.6M	-$16.2M	2	0.17%	Reduced
308	DP DSAM Partners London, United Kingdom	$19.6M	+$18.6M	2	2.83%	New
309	Nisa Investment Advisors St. Louis, Missouri	$19.5M	+$1.06M	16	0.19%	Increased
310	VC Vision Capital Toronto, Ontario, Canada	$19.5M	+$11.1K	1	15.07%	Increased
311	IM Islet Management New York	$19.4M	+$18.7M	1	2.24%	New
312	Chartwell Investment Partners Berywn, Pennsylvania	$19.3M	+$5.03M	3	0.62%	Increased
313	SCM Shoals Capital Management Arlington, Virginia	$19.2M	-$22.5M	1	16.89%	Reduced
314	Summit Global Investments Bountiful, Utah	$19.2M	+$2.29M	2	2.45%	Increased
315	LPL Financial San Diego, California	$19.1M	+$6.2M	10	0.04%	Increased
316	Employees Retirement System of Texas Austin, Texas	$19.1M	+$2.21M	5	0.29%	Increased
317	QGA Q Global Advisors Fort Worth, Texas	$19M	-$1.94M	2	10.61%	Reduced
318	Royal London Asset Management United Kingdom	$18.9M	-$1.76M	5	0.15%	Reduced
319	CU CDAM (UK) London, United Kingdom	$18.9M	+$7.33M	1	3.6%	Increased
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$18.9M	+$10.7M	5	0.39%	Increased
321	SCM Sandler Capital Management New York	$18.8M	+$5.49M	2	1.46%	Increased
322	TIM Tikehau Investment Management Paris, France	$18.7M	-$13.1M	1	5.83%	Reduced
323	Sculptor Capital New York	$18.6M	+$2.16M	2	0.11%	Increased
324	MCIM Meadow Creek Investment Management Atlanta, Georgia	$18.6M	-$398K	12	0.38%	Reduced
325	Aviva London, United Kingdom	$18.3M	-$123K	5	0.12%	Reduced