← 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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$32.2M	+$141K	11	0.36%	Increased
327	Natixis Advisors Boston, Massachusetts	$32.2M	+$334K	7	0.17%	Increased
328	Royal London Asset Management United Kingdom	$32.1M	+$1.14M	5	0.15%	Increased
329	Bank Julius Baer & Co Zurich, Switzerland	$32M	-$4.22M	6	0.24%	Reduced
330	Guggenheim Capital Chicago, Illinois	$31.9M	-$8.71M	15	0.21%	Reduced
331	State of Michigan Retirement System Lansing, Michigan	$31.9M	-$538K	8	0.2%	Reduced
332	PAM Premier Asset Management Chicago, Illinois	$31.8M	+$12.8M	2	5.67%	Increased
333	EIA Edgemoor Investment Advisors Bethesda, Maryland	$31.8M	+$419K	1	3.18%	Increased
334	WAM Winslow Asset Management Beachwood, Ohio	$31.7M	-$543K	2	6.43%	Reduced
335	Montag & Associates Atlanta, Georgia	$31.6M	+$11.7M	7	1.78%	Increased
336	Ingalls & Snyder LLC New York	$31.2M	-$516K	2	1.46%	Reduced
337	United Capital Financial Advisors Irving, Texas	$30.8M	+$1.06M	6	0.17%	Increased
338	WorldQuant Millennium Advisors New York	$30.7M	+$1.89M	2	0.65%	Increased
339	Miller Howard Investments Kingston, New York	$30.6M	+$27M	1	1.28%	New
340	Walleye Trading New York	$30.5M	-$23.7M	9	0.14%	Reduced
341	Boston Trust Walden Boston, Massachusetts	$30.5M	+$28.2M	1	0.3%	New
342	Zurich Cantonal Bank Zurich, Switzerland	$30.4M	-$1.73M	21	0.18%	Reduced
343	VCM V3 Capital Management Dallas, Texas	$30.3M	+$28.3M	1	5.61%	New
344	CWA Asset Management Group Naples, Florida	$30.3M	+$8.38M	4	2.76%	Increased
345	Dana Investment Advisors Waukesha, Wisconsin	$29.9M	-$1.83M	1	1.38%	Reduced
346	DZ Bank Frankfurt Am Main, Germany	$29.6M	+$3.62M	5	0.05%	Increased
347	DekaBank Deutsche Girozentrale Frankfurt, Germany	$29.4M	+$6.16M	11	0.1%	Increased
348	NN Investment Partners Holdings The Hague, Netherlands	$29.3M	-$5.03M	6	0.17%	Reduced
349	PAIM Punch & Associates Investment Management Edina, Minnesota	$29.3M	-$312K	1	1.76%	Reduced
350	RR Robotti Robert	$29.2M	-$211K	5	7.36%	Reduced