← 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
351	MSA Mason Street Advisors Milwaukee, Wisconsin	$17.8M	-$929K	14	0.33%	Reduced
352	Walleye Trading New York	$17.7M	+$4.51K	5	0.11%	Increased
353	Calamos Advisors Naperville, Illinois	$17.7M	+$3.46M	5	0.12%	Increased
354	SFM Systematic Financial Management Teaneck, New Jersey	$17.6M	+$13.1M	4	0.92%	Increased
355	Capital Fund Management (CFM) Paris, France	$17.3M	-$2.79M	6	0.27%	Reduced
356	BNP Paribas Asset Management Paris, France	$17.2M	-$29.3M	5	0.12%	Reduced
357	OCAM Owl Creek Asset Management New York	$17.1M	$0	1	1.31%	Maintained
358	WAM Wilsey Asset Management San Diego, California	$17.1M	+$718K	1	7.1%	Increased
359	MM Main Management San Francisco, California	$17M	+$2.1M	1	2.69%	Increased
360	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17M	-$1.84M	22	0.3%	Reduced
361	Moore Capital Management New York	$16.9M	+$8.17M	3	0.45%	Increased
362	Zacks Investment Management Chicago, Illinois	$16.7M	-$3.69M	7	0.37%	Reduced
363	Mercer Global Advisors Denver, Colorado	$16.7M	+$3.79M	8	0.3%	Increased
364	Salem Investment Counselors Winston Salem, North Carolina	$16.5M	-$162K	6	1.4%	Reduced
365	SG Americas Securities New York	$16.4M	-$10.9M	22	0.14%	Reduced
366	Bridgewater Associates Westport, Connecticut	$16.1M	-$932K	7	0.27%	Reduced
367	Mitsubishi UFJ Asset Management Tokyo, Japan	$15.9M	+$1.22M	5	0.18%	Increased
368	UBS O'Connor Chicago, Illinois	$15.9M	+$13.6M	4	0.35%	Increased
369	Parallax Volatility Advisers San Francisco, California	$15.6M	-$8.83M	9	0.02%	Reduced
370	US Bancorp Minneapolis, Minnesota	$15.4M	-$301K	24	0.04%	Reduced
371	Becker Capital Management Portland, Oregon	$15.3M	-$1.91M	1	0.87%	Reduced
372	Chilton Capital Management Houston, Texas	$15.3M	+$220K	1	1.3%	Increased
373	SCM Sirios Capital Management Boston, Massachusetts	$15.3M	-$5.76M	1	1.24%	Reduced
374	Vident Investment Advisory Alpharetta, Georgia	$15.2M	-$3.77M	9	0.8%	Reduced
375	Candriam SCA Strassen, Luxembourg, Luxembourg	$15.2M	+$932K	4	0.16%	Increased