← 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	6CM 683 Capital Management New York	$26.7M	$0	1	1.99%	Maintained
352	Mirae Asset Global Investments Seoul, South Korea	$26.7M	+$820K	15	0.06%	Increased
353	NCGI Next Century Growth Investors Plymouth, Minnesota	$26.5M	-$168K	2	2.92%	Reduced
354	Cerity Partners New York	$26.5M	+$15.2M	13	0.06%	Increased
355	Select Equity Group New York	$26M	+$26.8M	1	0.09%	New
356	AC Antara Capital New York	$26M	+$13.4M	1	1.05%	New
357	HCM Hodges Capital Management Dallas, Texas	$25.9M	-$6.61M	4	2.12%	Reduced
358	Edmond de Rothschild Holding Chambesy, Switzerland	$25.9M	-$9.21M	1	0.59%	Reduced
359	Commonwealth Equity Services Waltham, Massachusetts	$25.5M	-$5.67M	12	0.05%	Reduced
360	Swiss Life Asset Management Zurich,	$25.5M	+$9.43M	5	0.38%	Increased
361	CIM Cambria Investment Management Manhattan Beach, California	$25.4M	-$824K	9	2.1%	Reduced
362	MML Investors Services Springfield, Massachusetts	$25.3M	+$12.2M	9	0.18%	Increased
363	RIM Ranger Investment Management Dallas, Texas	$25.2M	-$2.31M	2	1.69%	Reduced
364	Advisors Capital Management Ridgewood, New Jersey	$25.1M	-$265K	3	0.65%	Reduced
365	MIM Miller Investment Management West Conshohocken, Pennsylvania	$24.8M	-$238K	4	4.1%	Reduced
366	Banque Pictet & Cie Geneva 73, Switzerland	$24.7M	+$2.28M	4	0.24%	Increased
367	Jump Financial Chicago, Illinois	$24.4M	+$12.4M	14	0.99%	Increased
368	Bank of Nova Scotia Toronto, Ontario, Canada	$24.3M	-$1.63M	8	0.07%	Reduced
369	Regions Financial Corp Birmingham, Alabama	$24M	-$730K	5	0.22%	Reduced
370	PC PM Capital Sydney, Australia	$24M	-$12.5M	1	4.99%	Reduced
371	Frontier Capital Management Boston, Massachusetts	$23.9M	-$5.71M	1	0.25%	Reduced
372	LF Longbow Finance Lutry, Switzerland	$23.9M	+$11M	2	3%	Increased
373	LBIM Land & Buildings Investment Management Stamford, Connecticut	$23.8M	-$18.5M	2	5.5%	Reduced
374	OMC Oasis Management Company Grand Cayman, Cayman Islands	$23.7M	$0	1	3.8%	Maintained
375	Marshall Wace London, United Kingdom	$23.6M	-$68.1M	8	0.05%	Reduced