← 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	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.1M	+$4.73M	3	0.36%	Increased
327	Panagora Asset Management Boston, Massachusetts	$18.7M	+$12.6M	18	0.08%	Increased
328	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.4M	+$1.24M	1	0.9%	Increased
329	Aberdeen Asset Management Aberdeen, United Kingdom	$18.4M	-$1.75M	4	0.06%	Reduced
330	KLWA Kelly Lawrence W & Associates Pasadens, California	$18.3M	-$46.8K	1	3.61%	Reduced
331	SCM Schneider Capital Management Berwyn, Pennsylvania	$18.2M	-$2.17M	2	3.46%	Reduced
332	Arizona State Retirement System Phoenix, Arizona	$18.2M	+$243K	13	0.25%	Increased
333	BB&T Securities Richmond, Virginia	$18.2M	-$50.3M	3	0.26%	Reduced
334	Squarepoint New York	$18M	+$3.59M	10	0.35%	Increased
335	GW&K Investment Management Boston, Massachusetts	$17.9M	+$3.24M	1	0.31%	Increased
336	QS Investors New York	$17.9M	+$2.63M	18	0.15%	Increased
337	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$17.9M	-$1.84M	3	2.83%	Reduced
338	HL Financial Services Louisville, Kentucky	$17.6M	+$682K	4	0.35%	Increased
339	Parallax Volatility Advisers San Francisco, California	$17.6M	+$16M	7	0.03%	Increased
340	BFC Banc Funds Company Chicago, Illinois	$17.6M	$0	1	0.8%	Maintained
341	HCM Huber Capital Management El Segundo, California	$17.5M	-$3.5M	1	0.89%	Reduced
342	Jefferies Group New York	$17.4M	+$3.91M	8	0.12%	Increased
343	State of Michigan Retirement System Lansing, Michigan	$17.4M	+$219K	7	0.13%	Increased
344	NN Investment Partners Holdings The Hague, Netherlands	$17.3M	+$198K	6	0.16%	Increased
345	Chartwell Investment Partners Berywn, Pennsylvania	$17.2M	-$493K	4	0.65%	Reduced
346	Nisa Investment Advisors St. Louis, Missouri	$17.2M	+$284K	15	0.2%	Increased
347	NCGI Next Century Growth Investors Plymouth, Minnesota	$17.1M	-$3.4M	2	1.64%	Reduced
348	Natixis Advisors Boston, Massachusetts	$17M	+$1.52M	4	0.18%	Increased
349	Andra AP-fonden Goteborg, Sweden	$17M	+$5.46M	5	0.42%	Increased
350	MM Main Management San Francisco, California	$17M	+$60.9K	1	2.6%	Increased