← 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
376	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$11.4M	+$11.8M	2	0.14%	New
377	LM Lasry Marc	$11.3M	+$393K	1	1.8%	Increased
378	Bank of Nova Scotia Toronto, Ontario, Canada	$11.3M	-$21.5M	1	0.06%	Reduced
379	BLM Bennett Lawrence Management New York	$11.1M	+$2.61M	3	3.53%	Increased
380	OAM Oxford Asset Management Oxford, United Kingdom	$11M	-$6.11M	6	0.35%	Reduced
381	CCT Chemung Canal Trust Elmira, New York	$10.9M	-$545K	2	2.66%	Reduced
382	ARC Absolute Return Capital Boston, Massachusetts	$10.9M	+$802K	5	0.7%	Increased
383	GIM Greystone Investment Management Cincinnati, Ohio	$10.8M	+$56.9K	1	4.47%	Increased
384	Panagora Asset Management Boston, Massachusetts	$10.7M	-$17.4M	14	0.06%	Reduced
385	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.6M	+$503K	8	0.4%	Increased
386	United Capital Financial Advisors Irving, Texas	$10.6M	+$7.02M	2	0.13%	Increased
387	Nordea Investment Management Stockholm, Sweden	$10.5M	+$424K	4	0.04%	Increased
388	Thompson Siegel & Walmsley Richmond, Virginia	$10.4M	-$133K	4	0.19%	Reduced
389	ZC Zelman Capital Beachwood, Ohio	$10.4M	+$343K	2	3.63%	Increased
390	PP Patten & Patten Chattanooga, Tennessee	$10.4M	+$9.95M	4	1.58%	Increased
391	M&T Bank Buffalo, New York	$10.3M	+$5.29M	7	0.07%	Increased
392	FQ First Quadrant Glendale, California	$10.3M	+$10.3M	1	0.23%	New
393	RAM RWC Asset Management London, United Kingdom	$10.3M	+$8.96M	3	0.81%	Increased
394	WM WCG Management New York	$10.2M	+$3.2M	3	4.6%	Increased
395	FM Forward Management San Francisco, California	$10.2M	$0	2	0.82%	Maintained
396	IIA IPG Investment Advisors San Diego, California	$10.1M	-$350K	2	4.72%	Reduced
397	FPCM Financial Partners Capital Management New York	$10.1M	+$6.16M	2	2.54%	Increased
398	Driehaus Capital Management Chicago, Illinois	$10.1M	+$2.19M	4	0.36%	Increased
399	Great Lakes Advisors Chicago, Illinois	$9.99M	+$8.53M	4	0.31%	Increased
400	NCM Niemann Capital Management Stateline, Nevada	$9.95M	+$10.6M	1	15.09%	New