← 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	BNP Paribas Asset Management Paris, France	$11.2M	-$584K	5	0.1%	Reduced
377	Xact Kapitalforvaltning Stockholm, Sweden	$11.2M	-$529K	14	0.29%	Reduced
378	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.2M	-$13.5M	5	0.12%	Reduced
379	Zurich Cantonal Bank Zurich, Switzerland	$11.1M	-$1.15M	21	0.11%	Reduced
380	ACM Ashford Capital Management Wilmington, Delaware	$11.1M	-$4.32M	1	1.81%	Reduced
381	SCM Sandler Capital Management New York	$11M	+$11.5M	1	0.93%	New
382	LPL Financial San Diego, California	$10.9M	-$680K	10	0.03%	Reduced
383	Simplex Trading Chicago, Illinois	$10.8M	+$10.7M	16	0.03%	Increased
384	HLCM Hi-Line Capital Management Watertown, South Dakota	$10.8M	+$10.8M	2	5.85%	New
385	Public Employees Retirement Association of Colorado Denver, Colorado	$10.8M	-$33.2M	16	0.08%	Reduced
386	HCM Hawkeye Capital Management Miami Beach, Florida	$10.8M	+$10.7M	1	12.68%	New
387	Voloridge Investment Management Jupiter, Florida	$10.7M	-$22.2M	3	0.49%	Reduced
388	KTA Keeley-Teton Advisors Chicago, Illinois	$10.7M	-$3.14M	2	1.07%	Reduced
389	SEC Seven Eight Capital New York	$10.7M	-$1.21M	5	0.6%	Reduced
390	SCM Stadium Capital Management New Canaan, Connecticut	$10.5M	+$6.13M	1	4.35%	Increased
391	Glazer Capital LLC New York	$10.5M	-$399K	1	1.45%	Reduced
392	Engineers Gate Manager New York	$10.5M	-$1.57M	9	0.84%	Reduced
393	Jefferies Group New York	$10.4M	-$12.8M	4	0.09%	Reduced
394	Highbridge Capital Management New York	$10.4M	+$5.38M	2	0.31%	Increased
395	TAM THB Asset Management Norwalk, Connecticut	$10.4M	+$775K	3	1.54%	Increased
396	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$10.4M	+$10.8M	14	0.61%	New
397	Colony Group Boston, Massachusetts	$10.3M	-$469K	1	0.5%	Reduced
398	SM Senvest Management New York	$10.3M	+$11.5M	1	0.89%	New
399	PP Patten & Patten Chattanooga, Tennessee	$10.2M	-$1.81M	2	1.25%	Reduced
400	MSL Mackay Shields LLC New York	$10.2M	+$4.62M	5	0.08%	Increased