← 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	SG Americas Securities New York	$24M	-$4.02M	20	0.22%	Reduced
327	Mitsubishi UFJ Asset Management Tokyo, Japan	$24M	-$658K	5	0.31%	Reduced
328	ACM Ashford Capital Management Wilmington, Delaware	$23.9M	-$976K	1	3.19%	Reduced
329	ACM Adelante Capital Management Alameda, California	$23.8M	+$23.7M	1	1.18%	New
330	Prana Capital Management Greenwich, Connecticut	$23.7M	+$22.1M	2	3.48%	Increased
331	Engineers Gate Manager New York	$23.7M	+$15.6M	16	1.04%	Increased
332	Vestcor Inc Fredericton, New Brunswick, Canada	$23.6M	+$24.5M	8	1.11%	New
333	Hillsdale Investment Management Toronto, Ontario, Canada	$23.4M	+$9.29M	11	2.03%	Increased
334	Karpus Investment Management Pittsford, New York	$23.3M	-$267K	1	0.78%	Reduced
335	MCPPUI MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates	$23M	+$21.1M	1	7.88%	New
336	QIM Quantitative Investment Management Charlottesville, Virginia	$23M	+$2.18M	6	0.69%	Increased
337	Mutual of America Capital Management New York	$22.9M	+$392K	16	0.29%	Increased
338	Aviva London, United Kingdom	$22.9M	+$1.58M	6	0.14%	Increased
339	Royal London Asset Management United Kingdom	$22.8M	-$261K	5	0.16%	Reduced
340	FA Friess Associates Greenville, Delaware	$22.8M	+$25M	1	1.58%	New
341	Burney Company Reston, Virginia	$22.7M	-$315K	5	1.25%	Reduced
342	SGI Summit Global Investments Bountiful, Utah	$22.6M	+$1.48M	3	2.45%	Increased
343	GTP Global Thematic Partners New York	$22.6M	+$571K	1	1.39%	Increased
344	Jane Street New York	$22.4M	-$8.75M	12	0.03%	Reduced
345	CEP Chicago Equity Partners Chicago, Illinois	$22.2M	+$3.67M	7	1.28%	Increased
346	Heritage Wealth Advisors Richmond, Virginia	$22.2M	+$699K	2	2.94%	Increased
347	Nomura Asset Management Tokyo, Japan	$22.1M	+$723	5	0.2%	Increased
348	CC Cipher Capital New York	$22M	-$221K	4	1.56%	Reduced
349	RR Robotti Robert	$21.9M	+$476K	5	6.99%	Increased
350	GC Gillson Capital Chicago, Illinois	$21.9M	+$8.34M	3	1.88%	Increased