← 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	Todd Asset Management Louisville, Kentucky	$42.8M	+$692K	2	1.03%	Increased
327	Zacks Investment Management Chicago, Illinois	$42.2M	-$10.8M	8	0.39%	Reduced
328	PineBridge Investments New York	$41.1M	+$25.8M	8	0.31%	Increased
329	Yousif Capital Management Bloomfield Hills, Michigan	$40.8M	-$2.12M	18	0.45%	Reduced
330	HM Payson & Co Portland, Maine	$40.5M	-$516K	3	0.69%	Reduced
331	Lansforsakringar Fondforvaltning Stockholm, Sweden	$40.4M	+$47.8M	5	0.23%	New
332	WAM Winslow Asset Management Beachwood, Ohio	$39.8M	-$2.45M	2	7.93%	Reduced
333	Prana Capital Management Greenwich, Connecticut	$39.2M	-$6.88M	2	1.86%	Reduced
334	HRT Financial New York	$38.9M	-$110M	15	0.2%	Reduced
335	Axxcess Wealth Management Carlsbad, California	$38.8M	+$591K	6	0.93%	Increased
336	MIM Miller Investment Management West Conshohocken, Pennsylvania	$38.8M	-$837K	3	4.25%	Reduced
337	EP Edgestream Partners Princeton, New Jersey	$38.8M	+$18.7M	11	1.65%	Increased
338	HCA Harbor Capital Advisors Chicago, Illinois	$38.6M	-$4.63M	21	1.69%	Reduced
339	CAAS Capital Asset Advisory Services Williamston, Michigan	$38M	+$1.18M	1	1.87%	Increased
340	GGHC Gilder Gagnon Howe & Co New York	$37.6M	-$1.59M	3	0.41%	Reduced
341	APG Asset Management Amsterdam, Netherlands	$37.6M	+$42.8M	2	0.1%	Increased
342	CC Cannell Capital Alta, Wyoming	$37.5M	+$7.53M	1	7.69%	Increased
343	PP Praetorian PR Rincon, Puerto Rico	$37.3M	$0	1	14.93%	Maintained
344	HA Heartland Advisors Milwaukee, Wisconsin	$37M	+$11.3M	4	2.01%	Increased
345	Creative Planning Overland Park, Kansas	$36.9M	+$281K	24	0.04%	Increased
346	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$36.6M	+$42.1M	26	0.36%	New
347	Obermeyer Wealth Partners Aspen, Colorado	$36.5M	-$1.14M	3	1.9%	Reduced
348	Empirical Wealth Management Seattle, Washington	$36.4M	+$1.58M	10	0.99%	Increased
349	Quantinno Capital Management New York	$36.3M	+$7.03M	11	0.36%	Increased
350	Ariel Investments Chicago, Illinois	$35.8M	-$1.79M	2	0.38%	Reduced