← 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	Pacer Advisors Malvern, Pennsylvania	$29.1M	+$5.52M	10	0.51%	Increased
352	Glenview Trust Louisville, Kentucky	$29M	+$2.2M	4	1.25%	Increased
353	GWS Glassman Wealth Services Vienna, Virginia	$29M	+$13.3K	12	6.19%	Increased
354	Achmea Investment Management Zeist, Netherlands	$29M	-$497K	4	1.01%	Reduced
355	Primecap Management Pasadena, California	$29M	+$1.88M	1	0.02%	Increased
356	TCM Tygh Capital Management Portland, Oregon	$28.6M	+$3.26M	2	4.04%	Increased
357	QS Investors New York	$28.4M	+$5.98M	12	0.33%	Increased
358	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$28.4M	+$2.34M	1	3.61%	Increased
359	Fjarde Ap-fonden Stockholm, Sweden	$28.3M	+$1.36M	4	0.26%	Increased
360	RBCM Raub Brock Capital Management Larkspur, California	$28.2M	+$24.8M	1	4.45%	New
361	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$27.7M	-$23.7M	10	0.04%	Reduced
362	ProShare Advisors Bethesda, Maryland	$27.6M	+$1.54M	18	0.09%	Increased
363	SAM Scopus Asset Management New York	$27.6M	+$15.6M	2	0.35%	Increased
364	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$27.4M	-$5.3M	12	0.47%	Reduced
365	AA AlphaCentric Advisors San Juan, Puerto Rico	$27.3M	+$3.39M	4	9.22%	Increased
366	Palisade Capital Management Fort Lee, New Jersey	$27.3M	+$6.69M	1	0.64%	Increased
367	CC Cannell & Co New York	$27.2M	-$338K	5	0.85%	Reduced
368	GPC Garrison Point Capital Walnut Creek, California	$26.9M	+$3.4M	1	11.28%	Increased
369	B BP London, United Kingdom	$26.4M	-$3.34M	4	0.93%	Reduced
370	ACM Atika Capital Management New York	$26.4M	-$5.58M	3	2.29%	Reduced
371	Rathbones Group Liverpool, United Kingdom	$26.3M	+$23.4M	1	0.34%	New
372	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$26.3M	-$95.8K	1	1.74%	Reduced
373	PAG Pinnacle Advisory Group Columbia, Maryland	$26.1M	+$4.1M	1	1.2%	Increased
374	Tower Research Capital (TRC) New York	$26M	+$10.6M	30	0.44%	Increased
375	ACM Adelante Capital Management Alameda, California	$25.9M	+$368K	1	1.63%	Increased