← 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	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$37.3M	+$197K	1	4.6%	Increased
352	Ingalls & Snyder LLC New York	$37M	-$160K	2	1.67%	Reduced
353	GWS Glassman Wealth Services Vienna, Virginia	$36.9M	+$18.3K	15	6.78%	Increased
354	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$36.4M	-$1.29M	19	0.38%	Reduced
355	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$36.3M	+$19.7M	5	0.22%	Increased
356	Samlyn Capital New York	$36.1M	+$32M	1	0.5%	New
357	AA AlphaCentric Advisors San Juan, Puerto Rico	$35.6M	-$573K	4	10.38%	Reduced
358	Capital International Inc Los Angeles, California	$35.6M	-$1.01M	3	0.33%	Reduced
359	Palisade Capital Management Fort Lee, New Jersey	$35.3M	+$176K	1	0.71%	Increased
360	ProShare Advisors Bethesda, Maryland	$35.2M	+$6.8M	19	0.07%	Increased
361	GPC Garrison Point Capital Walnut Creek, California	$35.2M	$0	1	13.32%	Maintained
362	Dana Investment Advisors Waukesha, Wisconsin	$34.7M	-$1.59M	1	1.5%	Reduced
363	Montag & Associates Atlanta, Georgia	$34.6M	-$321K	7	1.71%	Reduced
364	HRT Financial New York	$34.6M	+$6.84M	15	0.2%	Increased
365	1832 Asset Management Toronto, Ontario, Canada	$34.5M	+$27.4M	3	0.06%	Increased
366	Cooke & Bieler Philadelphia, Pennsylvania	$34.1M	+$4.35M	1	0.29%	Increased
367	WAM Winslow Asset Management Beachwood, Ohio	$34M	+$165K	2	6.01%	Increased
368	National Bank of Canada Montreal, Quebec, Canada	$33.9M	+$30.4M	12	0.12%	New
369	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$33.9M	+$4.25M	4	0.45%	Increased
370	Royal London Asset Management United Kingdom	$33.8M	-$1.73M	5	0.13%	Reduced
371	Moore Capital Management New York	$33.5M	+$22.5M	4	0.66%	Increased
372	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$33.5M	+$504K	9	0.17%	Increased
373	O'Shaughnessy Asset Management Stamford, Connecticut	$33.3M	-$3.42M	10	0.59%	Reduced
374	Edmond de Rothschild Holding Chambesy, Switzerland	$32.9M	+$44.1K	1	0.71%	Increased
375	AACA American Assets Capital Advisers San Diego, California	$32.9M	+$17.3M	1	3.25%	Increased