← 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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$19.9M	+$3.7M	2	2.84%	Increased
352	TIM Tikehau Investment Management Paris, France	$19.9M	-$2.44M	1	6.03%	Reduced
353	Congress Asset Management Boston, Massachusetts	$19.8M	+$781K	2	0.21%	Increased
354	Brandes Investment Partners La Jolla, California	$19.6M	+$498K	2	0.51%	Increased
355	Employees Retirement System of Texas Austin, Texas	$19.5M	-$19.3M	4	0.3%	Reduced
356	AP Atwood & Palmer Kansas City, Missouri	$19.3M	+$205K	1	1.91%	Increased
357	WAM Winslow Asset Management Beachwood, Ohio	$19.3M	+$556	2	5.02%	Increased
358	M&T Bank Buffalo, New York	$19M	+$122K	13	0.08%	Increased
359	GA GRS Advisors Chicago, Illinois	$18.9M	-$8.03M	2	5.77%	Reduced
360	Primecap Management Pasadena, California	$18.8M	-$285K	1	0.02%	Reduced
361	1832 Asset Management Toronto, Ontario, Canada	$18.8M	+$12.6M	5	0.04%	Increased
362	VC Voss Capital Houston, Texas	$18.7M	-$224K	4	5.35%	Reduced
363	New York Life Investment Management New York	$18.7M	+$314K	14	0.23%	Increased
364	Burney Company Reston, Virginia	$18.6M	-$1.17M	8	1.03%	Reduced
365	Bank of Nova Scotia Toronto, Ontario, Canada	$18.6M	+$2.29M	8	0.06%	Increased
366	MIM Miller Investment Management West Conshohocken, Pennsylvania	$18.5M	-$133K	3	3.86%	Reduced
367	GC Globeflex Capital San Diego, California	$18.4M	+$12.9M	12	3.17%	Increased
368	RIM Ranger Investment Management Dallas, Texas	$18.2M	+$501K	2	1.43%	Increased
369	HighTower Advisors Chicago, Illinois	$18.2M	-$2.91M	12	0.05%	Reduced
370	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$17.9M	+$439K	1	1.38%	Increased
371	USS Investment Management London, United Kingdom	$17.9M	-$2.15M	5	0.26%	Reduced
372	HCMG Howard Capital Management Group Los Angeles, California	$17.8M	-$255K	1	2.25%	Reduced
373	AWAM Appian Way Asset Management New York	$17.8M	-$7.36M	1	7.79%	Reduced
374	Chilton Capital Management Houston, Texas	$17.8M	+$1.14M	2	1.18%	Increased
375	MAI Capital Management Independence, Ohio	$17.6M	+$1.14M	6	0.33%	Increased