← 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	Vaughan Nelson Investment Management Houston, Texas	$42.6M	+$3.64M	2	0.47%	Increased
302	First Manhattan New York	$42.4M	-$5.89M	9	0.16%	Reduced
303	VC Voss Capital Houston, Texas	$42.3M	-$4.05M	3	5.1%	Reduced
304	HRT Financial New York	$41.8M	-$12.7M	13	0.39%	Reduced
305	Centersquare Investment Management Conshohocken, Pennsylvania	$41.4M	-$65.9M	1	0.49%	Reduced
306	Gateway Investment Advisers Cincinnati, Ohio	$41M	-$2.17M	6	0.48%	Reduced
307	Westwood Holdings Group Dallas, Texas	$40.8M	-$45.8M	4	0.37%	Reduced
308	SAM Scopus Asset Management New York	$40.8M	+$36.2M	3	1.14%	New
309	WAM Winslow Asset Management Beachwood, Ohio	$40.7M	-$684K	2	8.76%	Reduced
310	VCM V3 Capital Management Dallas, Texas	$40.4M	-$8.48M	1	12.93%	Reduced
311	Yousif Capital Management Bloomfield Hills, Michigan	$40.3M	-$1.39M	17	0.49%	Reduced
312	PP Praetorian PR Rincon, Puerto Rico	$40.1M	+$871K	1	24.15%	Increased
313	Mirae Asset Global Investments Seoul, South Korea	$39.7M	+$5.9M	16	0.08%	Increased
314	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$39.7M	-$10.2M	6	0.17%	Reduced
315	Westfield Capital Management Boston, Massachusetts	$39.6M	+$34.9M	1	0.25%	New
316	Zacks Investment Management Chicago, Illinois	$39.5M	+$13.6M	10	0.5%	Increased
317	PAIM Punch & Associates Investment Management Edina, Minnesota	$39.2M	-$11.1M	2	2.39%	Reduced
318	Weiss Multi-Strategy Advisers New York	$39.2M	+$15.3M	4	0.79%	Increased
319	Ingalls & Snyder LLC New York	$39.1M	+$8.55M	4	1.87%	Increased
320	CAAS Capital Asset Advisory Services Williamston, Michigan	$39.1M	-$455K	1	2.73%	Reduced
321	Peregrine Capital Management Minneapolis, Minnesota	$38.8M	-$20.6M	4	1.05%	Reduced
322	Commonwealth Equity Services Waltham, Massachusetts	$38.5M	+$6.01M	13	0.08%	Increased
323	Bank of Nova Scotia Toronto, Ontario, Canada	$38.4M	+$7.23M	8	0.1%	Increased
324	Capital Fund Management (CFM) Paris, France	$38.4M	+$33.4M	6	0.16%	New
325	GGHC Gilder Gagnon Howe & Co New York	$38.4M	-$2.32M	1	0.53%	Reduced