← 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	PIM Provident Investment Management Novi, Michigan	$48.5M	-$3.94M	1	4.58%	Reduced
302	Yousif Capital Management Bloomfield Hills, Michigan	$48.3M	+$1.65M	17	0.57%	Increased
303	MAM Meeder Asset Management Dublin, Ohio	$47.7M	-$15M	14	3.72%	Reduced
304	WAM Winslow Asset Management Beachwood, Ohio	$47.6M	-$686K	2	9.68%	Reduced
305	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$47.5M	+$29.9M	1	9.74%	Increased
306	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$47.5M	-$717K	1	5.89%	Reduced
307	Cooke & Bieler Philadelphia, Pennsylvania	$47M	-$1.82M	1	0.41%	Reduced
308	HM Payson & Co Portland, Maine	$46.9M	-$6.52M	3	0.97%	Reduced
309	Trexquant Investment Stamford, Connecticut	$46.8M	+$10.3M	13	1.05%	Increased
310	Gateway Investment Advisers Cincinnati, Ohio	$46.6M	+$252K	6	0.54%	Increased
311	SG Americas Securities New York	$46M	+$420K	23	0.43%	Increased
312	Todd Asset Management Louisville, Kentucky	$45.9M	-$3.93M	2	1.01%	Reduced
313	CIBC World Markets New York	$45.7M	+$19.2M	6	0.25%	Increased
314	Axxcess Wealth Management Carlsbad, California	$45.7M	-$1.03M	4	1.33%	Reduced
315	First Manhattan New York	$45.1M	-$503K	9	0.16%	Reduced
316	AustralianSuper Melbourne, Australia	$44.8M	+$1.23M	3	0.27%	Increased
317	CAAS Capital Asset Advisory Services Williamston, Michigan	$44.7M	-$1.04M	1	2.77%	Reduced
318	Regions Financial Corp Birmingham, Alabama	$43.9M	+$422K	5	0.36%	Increased
319	MN Services Vermogensbeheer The Hague, Netherlands	$43.7M	-$937K	3	0.39%	Reduced
320	Congress Asset Management Boston, Massachusetts	$43.4M	+$4.03M	2	0.34%	Increased
321	Cambridge Investment Research Advisors Fairfield, Iowa	$43.2M	+$18.4M	12	0.18%	Increased
322	HCM Horiko Capital Management New York	$43.2M	+$9.63M	2	14.8%	Increased
323	NCGI Next Century Growth Investors Plymouth, Minnesota	$43M	+$8.45M	3	4.18%	Increased
324	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.4M	+$2.24M	1	2.31%	Increased
325	Brookfield Corp Toronto, Ontario, Canada	$42.2M	-$5.58M	1	0.24%	Reduced