← 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	Mirae Asset Global Investments Seoul, South Korea	$36.5M	-$7.79M	16	0.08%	Reduced
377	Cullen/Frost Bankers San Antonio, Texas	$36.5M	-$1.29M	8	0.54%	Reduced
378	Ceredex Value Advisors Orlando, Florida	$36.4M	-$946K	1	0.64%	Reduced
379	EIA Edgemoor Investment Advisors Bethesda, Maryland	$36.4M	+$255K	1	3.44%	Increased
380	Cresset Asset Management Chicago, Illinois	$36.2M	+$3.71M	12	0.17%	Increased
381	New York Life Investment Management New York	$35.8M	+$6.44M	12	0.36%	Increased
382	WIC Water Island Capital New York	$35.4M	+$34.3M	1	3.68%	New
383	MC Maplelane Capital New York	$34.7M	+$31.4M	1	1.11%	New
384	RBF Capital San Francisco, California	$34.6M	$0	10	1.93%	Maintained
385	Park National Corp Newark, Ohio	$34.2M	+$583K	1	1.32%	Increased
386	M&T Bank Buffalo, New York	$34M	-$2.06M	16	0.12%	Reduced
387	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$33.7M	+$2.79M	17	0.66%	Increased
388	IFM Investors Melbourne, Australia	$33.7M	+$4.14M	5	0.37%	Increased
389	Creative Planning Overland Park, Kansas	$33.6M	+$2.34M	22	0.04%	Increased
390	Blackstone Inc New York	$33.3M	+$10.9M	1	0.13%	Increased
391	ProShare Advisors Bethesda, Maryland	$33.2M	-$281K	18	0.09%	Reduced
392	Wealthfront Advisers Palo Alto, California	$33.1M	-$401K	4	0.12%	Reduced
393	WCM Windward Capital Management Los Angeles, California	$33M	-$412K	1	2.75%	Reduced
394	LCG Luxor Capital Group New York	$33M	-$124K	1	2.39%	Reduced
395	Dana Investment Advisors Waukesha, Wisconsin	$32.9M	+$2.39M	3	1.09%	Increased
396	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$32.8M	+$27M	1	0.61%	Increased
397	HA Heartland Advisors Milwaukee, Wisconsin	$32.7M	-$9.21M	3	1.71%	Reduced
398	VC Vision Capital Toronto, Ontario, Canada	$32.5M	-$9.89M	3	6.63%	Reduced
399	Palisade Capital Management Fort Lee, New Jersey	$32.3M	-$349K	2	0.85%	Reduced
400	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$32.2M	+$31.3M	1	2.53%	New