← 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
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$26.6M -$830K 2 1.31% Reduced
327
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.3M -$5.51M 21 0.16% Reduced
328
Prana Capital Management
Prana Capital Management
Connecticut
$26.2M +$15.5M 3 3.42% Increased
329
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.2M -$755K 11 0.32% Reduced
330
Mercer Global Advisors
Mercer Global Advisors
Colorado
$26.2M +$2.96M 11 0.33% Increased
331
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$26.1M -$5.01M 1 0.35% Reduced
332
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$26M +$15.3M 11 0.47% Increased
333
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.7M +$330K 8 0.18% Increased
334
Nomura Asset Management
Nomura Asset Management
Japan
$25.6M -$3.27M 6 0.17% Reduced
335
WAM
Winslow Asset Management
Ohio
$25.5M +$225K 2 5.38% Increased
336
Natixis Advisors
Natixis Advisors
Massachusetts
$25.1M -$5.46M 6 0.14% Reduced
337
GWS
Glassman Wealth Services
Virginia
$25.1M -$1.53M 10 5.79% Reduced
338
GH
GAM Holding
Switzerland
$25M +$16.1M 3 1.48% Increased
339
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$24.7M -$1.03M 1 1.23% Reduced
340
Engineers Gate Manager
Engineers Gate Manager
New York
$24.6M +$18.1M 14 1.07% Increased
341
GAM
Goldentree Asset Management
New York
$24.4M +$12.3M 1 0.96% Increased
342
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.4M -$1.27M 6 0.13% Reduced
343
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$24.4M -$11.3M 6 0.15% Reduced
344
ACM
Atika Capital Management
New York
$24.3M -$14M 3 1.9% Reduced
345
Primecap Management
Primecap Management
California
$24.3M +$17.6M 1 0.02% Increased
346
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.8M -$4.51M 13 0.34% Reduced
347
RHBC
R.H. Bluestein & Co
Michigan
$23.7M +$3.14M 2 1.05% Increased
348
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$23.7M +$783K 5 0.18% Increased
349
EIA
Edgemoor Investment Advisors
Maryland
$23.5M +$407K 1 2.64% Increased
350
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$23.3M +$18.6M 2 1.58% Increased