← 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	ING Group Amsterdam, Netherlands	$14.9M	+$2.15M	5	0.29%	Increased
377	Hancock Whitney Gulfport, Mississippi	$14.8M	-$1.28M	3	0.62%	Reduced
378	HT HAP Trading New York	$14.8M	+$4.46M	9	0.79%	Increased
379	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.6M	+$421K	13	0.37%	Increased
380	PAIM Punch & Associates Investment Management Edina, Minnesota	$14.5M	+$172K	1	1.36%	Increased
381	Colony Group Boston, Massachusetts	$14.3M	+$350K	1	1.02%	Increased
382	Gulf International Bank (UK) London, United Kingdom	$14.2M	+$2.47M	5	0.2%	Increased
383	GJL Gendell Jeffrey L	$14.1M	-$157K	2	1.02%	Reduced
384	Driehaus Capital Management Chicago, Illinois	$14M	+$3.75M	8	0.52%	Increased
385	NAP New Amsterdam Partners New York	$13.8M	+$808K	2	2.94%	Increased
386	GH GAM Holding Zurich, Switzerland	$13.8M	-$2M	8	0.2%	Reduced
387	SCM Suffolk Capital Management New York	$13.5M	+$13.1M	1	1.79%	New
388	Summit Partners Public Asset Management Boston, Massachusetts	$13.5M	+$1.24M	1	1.84%	Increased
389	Stifel Financial St. Louis, Missouri	$13.5M	+$3.07M	12	0.05%	Increased
390	TAM THB Asset Management Norwalk, Connecticut	$13.4M	+$6.71M	3	1.74%	Increased
391	William Blair & Company Chicago, Illinois	$13.4M	+$2.17M	8	0.1%	Increased
392	REMS Real Estate Management Services	$13.4M	+$13.8M	1	2.65%	New
393	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.3M	+$7.37M	9	0.2%	Increased
394	VFA Virtus Fund Advisers Hartford, Connecticut	$13.3M	-$1.14M	1	0.13%	Reduced
395	ProShare Advisors Bethesda, Maryland	$13.1M	-$205K	11	0.13%	Reduced
396	ACM Ashford Capital Management Wilmington, Delaware	$13M	+$5.87M	1	2.27%	Increased
397	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$12.9M	-$563K	7	0.52%	Reduced
398	PC Pier Capital Stamford, Connecticut	$12.8M	-$717K	2	2.2%	Reduced
399	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.7M	-$2.83M	15	0.63%	Reduced
400	WBC Westpac Banking Corp Sydney, Australia	$12.6M	-$10.6M	6	0.28%	Reduced