← 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	Miller Howard Investments Kingston, New York	$43.8M	+$930K	1	1.61%	Increased
327	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43.4M	+$5.96M	11	0.11%	Increased
328	CAM ClariVest Asset Management San Diego, California	$43.2M	-$13.9M	11	1.33%	Reduced
329	Bank Julius Baer & Co Zurich, Switzerland	$43M	-$2.21M	5	0.23%	Reduced
330	RR Robotti Robert	$43M	-$706K	5	8.72%	Reduced
331	Gateway Investment Advisers Cincinnati, Ohio	$42.7M	+$327K	7	0.41%	Increased
332	FFM Fullerton Fund Management Singapore	$42.7M	+$14.4M	1	2.14%	Increased
333	TPSF Texas Permanent School Fund Austin, Texas	$42.3M	-$2.61M	15	0.52%	Reduced
334	Natixis Paris, France	$41.4M	+$14.4M	14	0.14%	Increased
335	IAM Iridian Asset Management Westport, Connecticut	$41.3M	-$57.8M	1	2.53%	Reduced
336	Nisa Investment Advisors St. Louis, Missouri	$41.1M	+$1.67M	20	0.31%	Increased
337	Natixis Advisors Boston, Massachusetts	$41M	+$4.27M	9	0.16%	Increased
338	Burney Company Reston, Virginia	$40.7M	-$347K	10	1.76%	Reduced
339	FSCM Front Street Capital Management Missoula, Montana	$40.6M	-$188K	1	7.49%	Reduced
340	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$40.4M	+$36.5M	2	3.22%	Increased
341	LG Leuthold Group Minneapolis, Minnesota	$40.3M	-$781K	8	4.73%	Reduced
342	Andra AP-fonden Goteborg, Sweden	$40.1M	-$8.54M	4	0.82%	Reduced
343	TCM Tygh Capital Management Portland, Oregon	$40M	+$319K	2	5.12%	Increased
344	Penserra Capital Management Orinda, California	$39.7M	+$23.3M	15	0.85%	Increased
345	HCM Hodges Capital Management Dallas, Texas	$39.6M	+$532K	5	2.87%	Increased
346	BCAM Boston Common Asset Management Boston, Massachusetts	$39.5M	+$4.38M	1	1.59%	Increased
347	PAIM Punch & Associates Investment Management Edina, Minnesota	$39.2M	+$2.03M	2	2.06%	Increased
348	Crossmark Global Holdings Houston, Texas	$38.6M	-$2.03M	13	0.84%	Reduced
349	Zurich Cantonal Bank Zurich, Switzerland	$37.9M	+$2.72M	21	0.18%	Increased
350	AM Ampfield Management New York	$37.5M	-$1.2M	1	36.57%	Reduced