← 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	Swiss Life Asset Management Zurich,	$27.7M	-$2.88M	5	0.41%	Reduced
377	AGP Akaris Global Partners New York	$27.4M	+$2.26M	1	7.19%	Increased
378	EIA Edgemoor Investment Advisors Bethesda, Maryland	$27M	-$486K	1	3.05%	Reduced
379	Första AP-fonden Stockholm, Sweden	$26.8M	+$488K	4	0.29%	Increased
380	CIBC World Markets New York	$26.4M	+$2.43M	4	0.21%	Increased
381	M&T Bank Buffalo, New York	$26.4M	-$253K	14	0.1%	Reduced
382	Rockefeller Capital Management New York	$26.2M	+$6.64M	4	0.1%	Increased
383	Jefferies Financial Group New York	$26.2M	-$711K	9	0.23%	Reduced
384	WorldQuant Millennium Advisors New York	$26M	-$1.93M	1	0.44%	Reduced
385	AT Avalon Trust Santa Fe, New Mexico	$26M	-$764K	3	2.35%	Reduced
386	ProShare Advisors Bethesda, Maryland	$26M	+$2.1M	17	0.08%	Increased
387	Vident Investment Advisory Alpharetta, Georgia	$25.5M	-$4.96M	10	0.88%	Reduced
388	RBCM Raub Brock Capital Management Larkspur, California	$25.5M	-$1.73M	1	4.78%	Reduced
389	United Capital Financial Advisors Irving, Texas	$25.3M	-$1.8M	5	0.14%	Reduced
390	Gotham Asset Management New York	$25.3M	+$3.09M	15	0.55%	Increased
391	IFM Investors Melbourne, Australia	$25.3M	+$524K	5	0.33%	Increased
392	Capital Investment Advisors Atlanta, Georgia	$25.3M	+$1.22M	2	0.77%	Increased
393	ECM Engle Capital Management Greenwich, Connecticut	$24.8M	+$21.7M	2	7.68%	New
394	SG Americas Securities New York	$24.7M	-$323K	15	0.19%	Reduced
395	RBF Capital San Francisco, California	$24.6M	$0	10	1.53%	Maintained
396	ACM Anomaly Capital Management New York	$24.5M	+$21.8M	1	0.95%	New
397	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$24.5M	+$1.4M	16	0.54%	Increased
398	SCM Sandler Capital Management New York	$24.5M	+$7.79M	2	2.01%	Increased
399	HCM Horiko Capital Management New York	$24.4M	-$557K	2	12.94%	Reduced
400	MAM Mark Asset Management New York	$24.3M	-$24.2K	2	3.93%	Reduced