← 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
426	IIA IPG Investment Advisors San Diego, California	$7.33M	-$108K	3	2.64%	Reduced
427	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.15M	+$738K	8	0.18%	Increased
428	Artemis Investment Management Edinburgh, United Kingdom	$7.09M	+$7.99M	1	0.36%	New
429	Commerce Bank Kansas City, Missouri	$7.04M	-$4.93M	1	0.12%	Reduced
430	TH Timber Hill Greenwich, Connecticut	$7.04M	+$2.04M	9	0.03%	Increased
431	Aperio Group Sausalito, California	$7.01M	+$294K	10	0.09%	Increased
432	Walleye Trading New York	$7M	+$6.13M	9	0.08%	Increased
433	AP Archon Partners Princeton Junction, New Jersey	$6.95M	+$3.53M	1	1.91%	Increased
434	CC Curian Capital Denver, Colorado	$6.92M	+$530K	2	0.12%	Increased
435	TSU TD Securities (USA) New York	$6.89M	+$366K	3	0.11%	Increased
436	Oppenheimer & Co New York	$6.73M	-$2.84M	8	0.2%	Reduced
437	Korea Investment Corp Seoul, South Korea	$6.72M	+$1.24M	1	0.05%	Increased
438	Employees Retirement System of Texas Austin, Texas	$6.71M	-$121K	4	0.09%	Reduced
439	Third Point New York	$6.66M	-$3.47M	1	0.08%	Reduced
440	Utah Retirement Systems Salt Lake City, Utah	$6.65M	-$83.7K	7	0.19%	Reduced
441	Fjarde Ap-fonden Stockholm, Sweden	$6.63M	-$216K	4	0.14%	Reduced
442	Gulf International Bank (UK) London, United Kingdom	$6.52M	$0	4	0.12%	Maintained
443	I.G. Investment Management Winnipeg, Manitoba, Canada	$6.5M	+$2.9M	4	0.02%	Increased
444	AL Airain Ltd St. Peter Port, Guernsey	$6.5M	+$2.4M	2	0.44%	Increased
445	TCGI Three Corner Global Investors New York	$6.47M	+$5.22M	2	4.05%	Increased
446	Martingale Asset Management Boston, Massachusetts	$6.44M	+$4.79M	2	0.2%	Increased
447	WCM Investment Management Laguna Beach, California	$6.36M	-$236K	1	0.2%	Reduced
448	FAAM First Allied Asset Management San Diego, California	$6.32M	+$3.85M	1	0.85%	Increased
449	BCM BBT Capital Management Fort Worth, Texas	$6.11M	+$630K	3	0.33%	Increased
450	TCM Tributary Capital Management Omaha, Nebraska	$6.11M	-$198K	2	1.28%	Reduced