← 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
BA
Boston Advisors
Massachusetts
$10.7M -$1.88M 3 0.26% Reduced
377
OCAM
Onex Canada Asset Management
Ontario, Canada
$10.6M +$10.1M 1 0.93% New
378
MSA
Mason Street Advisors
Wisconsin
$10.5M +$65.2K 13 0.28% Increased
379
PP
Patten & Patten
Tennessee
$10.4M +$40.5K 2 1.28% Increased
380
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$10.4M -$9.43M 2 0.04% Reduced
381
HighTower Advisors
HighTower Advisors
Illinois
$10.4M -$2.22M 8 0.11% Reduced
382
PC
Pier Capital
Connecticut
$10.3M +$3.46M 2 1.87% Increased
383
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$10.2M -$105M 2 0.02% Reduced
384
SCA
Secor Capital Advisors
New York
$10.1M +$10.4M 4 1.23% New
385
GCP
GSA Capital Partners
United Kingdom
$10.1M +$1.13M 10 0.6% Increased
386
ProShare Advisors
ProShare Advisors
Maryland
$10.1M +$2.48M 12 0.11% Increased
387
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.99M -$2.22M 8 0.08% Reduced
388
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$9.94M +$2.08M 8 0.36% Increased
389
PGGM Investments
PGGM Investments
Netherlands
$9.78M -$414K 2 0.05% Reduced
390
OAM
Oxford Asset Management
United Kingdom
$9.66M -$2.48M 8 0.34% Reduced
391
NGA
New Generation Advisors
Massachusetts
$9.58M -$1.43M 1 5.14% Reduced
392
WesBanco Bank
WesBanco Bank
West Virginia
$9.57M -$4.34M 3 0.55% Reduced
393
DIA
Denver Investment Advisors
Colorado
$9.29M -$1.58M 2 0.39% Reduced
394
SCM
Snow Capital Management
Pennsylvania
$9.28M +$1.01M 1 0.42% Increased
395
SIA
SeaBridge Investment Advisors
New Jersey
$9.24M +$167K 2 2.22% Increased
396
Korea Investment Corp
Korea Investment Corp
South Korea
$9.23M -$4.74M 2 0.04% Reduced
397
Virtu KCG Holdings
Virtu KCG Holdings
New York
$9.22M +$1.19M 14 0.23% Increased
398
MM
Main Management
California
$9.21M +$9.1M 1 1.59% New
399
CA
Claar Advisors
New York
$9.19M +$9.5M 1 4.32% New
400
PP
Paloma Partners
Connecticut
$9.15M -$5.05M 8 0.09% Reduced