← 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	Point72 Asset Management Stamford, Connecticut	$24.9M	+$16.4M	4	0.12%	Increased
377	Moore Capital Management New York	$24.9M	-$14.1M	3	0.31%	Reduced
378	SAM Securian Asset Management St Paul, Minnesota	$24.8M	+$2.08M	9	0.54%	Increased
379	US Bancorp Minneapolis, Minnesota	$24.7M	+$13K	25	0.05%	Increased
380	Fort Washington Investment Advisors Cincinnati, Ohio	$24.5M	+$7.94M	4	0.24%	Increased
381	CAM Crown Advisors Management Larkspur, California	$24.3M	-$2.81M	6	19.02%	Reduced
382	EP Edgestream Partners Princeton, New Jersey	$24.3M	+$6.43M	4	1.36%	Increased
383	River Road Asset Management Louisville, Kentucky	$24.2M	+$22.2M	2	0.29%	Increased
384	VC Voss Capital Houston, Texas	$24.1M	+$983K	4	10.03%	Increased
385	PP PDT Partners New York	$23.8M	-$4.69M	14	1.71%	Reduced
386	MLICM Metropolitan Life Insurance Company (MetLife) New York	$23.6M	-$1.07M	22	0.35%	Reduced
387	GPC Guardian Point Capital Charlottesville, Virginia	$23.6M	+$18M	1	5.91%	Increased
388	CIBC World Market Toronto, Ontario, Canada	$23.2M	+$6.08M	9	0.07%	Increased
389	PCM Portolan Capital Management Boston, Massachusetts	$23.2M	+$1.78M	3	1.82%	Increased
390	SGI Summit Global Investments Bountiful, Utah	$23.1M	-$7.4M	2	1.48%	Reduced
391	Voloridge Investment Management Jupiter, Florida	$23.1M	-$20.8M	13	0.17%	Reduced
392	Qube Research & Technologies (QRT) London, United Kingdom	$23.1M	-$4.69M	10	0.37%	Reduced
393	SRC Shufro Rose & Co New York	$23.1M	-$647K	1	1.83%	Reduced
394	RBF Capital San Francisco, California	$23M	-$52	9	1.44%	Reduced
395	PC Pier Capital Stamford, Connecticut	$22.8M	-$3.32M	2	2.16%	Reduced
396	HCMG Howard Capital Management Group Los Angeles, California	$22.8M	+$20M	1	2.38%	New
397	Swiss Life Asset Management Zurich,	$22.7M	-$2.91M	3	0.33%	Reduced
398	PVH Psagot Value Holdings Tel Aviv, Israel	$22.6M	$0	5	0.51%	Maintained
399	SFI SPC Financial Inc Rockville, Maryland	$22.5M	-$36.2K	1	2.97%	Reduced
400	SC Sasco Capital Fairfield, Connecticut	$22.5M	-$496K	1	2.81%	Reduced