← 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	AP Archon Partners Princeton Junction, New Jersey	$47.5M	+$314K	3	6.1%	Increased
302	KBC Group Brussels, Belgium	$47.5M	+$10.5M	18	0.14%	Increased
303	Ariel Investments Chicago, Illinois	$46.9M	+$49M	2	0.51%	New
304	ACM Adelante Capital Management Alameda, California	$46.8M	-$224K	1	3.7%	Reduced
305	Sanctuary Advisors Indianapolis, Indiana	$46.7M	+$46.9M	14	0.34%	New
306	ACP Arcus Capital Partners Atlanta, Georgia	$46.6M	-$8.37M	2	17.95%	Reduced
307	SFM Systematic Financial Management Teaneck, New Jersey	$46.6M	-$2.7M	3	1.41%	Reduced
308	GGHC Gilder Gagnon Howe & Co New York	$46.3M	+$241K	3	0.58%	Increased
309	Cetera Investment Advisers Schaumburg, Illinois	$46.1M	-$294K	14	0.11%	Reduced
310	PIM Provident Investment Management Novi, Michigan	$45.7M	+$670K	1	4.16%	Increased
311	CIBC Private Wealth Group Atlanta, Georgia	$45.6M	+$40.7M	19	0.09%	Increased
312	PP Praetorian PR Rincon, Puerto Rico	$45.4M	$0	1	16.67%	Maintained
313	Pathstone Holdings Englewood, New Jersey	$45.3M	-$131K	17	0.2%	Reduced
314	Yousif Capital Management Bloomfield Hills, Michigan	$45M	-$5.4M	16	0.51%	Reduced
315	Axxcess Wealth Management Carlsbad, California	$44.8M	+$632K	4	1.18%	Increased
316	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$44.5M	+$45.7M	26	0.11%	New
317	Congress Asset Management Boston, Massachusetts	$44.2M	+$1.07M	2	0.32%	Increased
318	Walleye Trading New York	$44.2M	-$17.2M	6	0.1%	Reduced
319	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$44.1M	+$10.7M	7	0.13%	Increased
320	WAM Winslow Asset Management Beachwood, Ohio	$43.3M	-$2.35M	2	8.53%	Reduced
321	Cubist Systematic Strategies Stamford, Connecticut	$42.8M	-$11.5M	8	0.29%	Reduced
322	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$42.5M	-$2.86M	16	0.28%	Reduced
323	AC AltraVue Capital Bellevue, Washington	$41.8M	$0	1	4.16%	Maintained
324	First Manhattan New York	$41.5M	-$242K	7	0.13%	Reduced
325	Zacks Investment Management Chicago, Illinois	$41.4M	+$6.21M	9	0.47%	Increased