← 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
326	Glenmede Trust Philadelphia, Pennsylvania	$14.1M	+$12.8M	8	0.09%	Increased
327	Bridgeway Capital Management Houston, Texas	$14M	+$3.31M	8	0.22%	Increased
328	Korea Investment Corp Seoul, South Korea	$13.7M	-$14.4M	4	0.08%	Reduced
329	BCM Brown Capital Management Baltimore, Maryland	$13.7M	+$1.09M	3	0.22%	Increased
330	Waratah Capital Advisors Toronto, Ontario, Canada	$13.5M	+$3.08M	1	2.76%	Increased
331	Axa Paris, France	$13.3M	+$5.35M	5	0.06%	Increased
332	Aberdeen Asset Management Aberdeen, United Kingdom	$13.3M	+$996K	4	0.05%	Increased
333	1M 13D Management New York	$13.2M	+$534K	1	5.42%	Increased
334	ARTA A.R.T. Advisors New York	$13.2M	-$440K	10	0.66%	Reduced
335	British Columbia Investment Management Victoria, British Columbia, Canada	$12.8M	+$1.44M	4	0.11%	Increased
336	FPCM Financial Partners Capital Management New York	$12.6M	+$2.56M	2	3.38%	Increased
337	ECP Elk Creek Partners Denver, Colorado	$12.6M	+$445K	2	0.9%	Increased
338	Sculptor Capital New York	$12.6M	$0	1	0.07%	Maintained
339	BHB Bank Hapoalim BM Tel Aviv, Israel	$12.4M	+$9.28K	1	2.89%	Increased
340	FP Foundry Partners Minneapolis, Minnesota	$11.9M	+$7.34M	3	0.67%	Increased
341	HighTower Advisors Chicago, Illinois	$11.9M	-$763K	7	0.15%	Reduced
342	People's United Financial Bridgeport, Connecticut	$11.8M	-$714K	2	0.63%	Reduced
343	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$11.8M	+$3.63M	15	0.64%	Increased
344	Lincoln National Corp Radnor, Pennsylvania	$11.6M	+$10.9M	2	0.69%	Increased
345	PAM Premier Asset Management Chicago, Illinois	$11.6M	-$69K	1	3%	Reduced
346	MRI Mad River Investors Boston, Massachusetts	$11.6M	-$785K	2	14.5%	Reduced
347	Castleark Management Chicago, Illinois	$11.6M	$0	2	0.37%	Maintained
348	Davis Selected Advisers Tucson, Arizona	$11.5M	+$8.46K	1	0.05%	Increased
349	PGGM Investments Zeist, Netherlands	$11.4M	+$259K	2	0.06%	Increased
350	AFG Albion Financial Group Salt Lake City, Utah	$11.4M	+$59.4K	2	2.05%	Increased