← 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	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.17M	+$1.46M	11	0.49%	Increased
427	RBF Capital San Francisco, California	$7.02M	+$652K	3	1.45%	Increased
428	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.98M	+$952K	7	0.1%	Increased
429	Andra AP-fonden Goteborg, Sweden	$6.96M	-$2.25M	4	0.16%	Reduced
430	Advisors Asset Management Monument, Colorado	$6.87M	+$473K	9	0.09%	Increased
431	TH Timber Hill Greenwich, Connecticut	$6.82M	-$1.07M	7	0.03%	Reduced
432	SCM SOL Capital Management Rockville, Maryland	$6.82M	+$303K	1	2.65%	Increased
433	Commerce Bank Kansas City, Missouri	$6.8M	-$1.74M	1	0.11%	Reduced
434	CAM Capstone Asset Management Houston, Texas	$6.79M	+$2.51M	8	0.2%	Increased
435	BCM BBT Capital Management Fort Worth, Texas	$6.79M	-$343K	2	0.57%	Reduced
436	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$6.75M	+$326K	1	1.52%	Increased
437	Nordea Investment Management Stockholm, Sweden	$6.69M	+$897K	4	0.02%	Increased
438	SIC Schwartz Investment Counsel Plymouth, Michigan	$6.65M	+$29.9K	1	0.44%	Increased
439	Salem Investment Counselors Winston Salem, North Carolina	$6.59M	-$190K	4	0.79%	Reduced
440	WSA Wall Street Associates Lajolla, California	$6.59M	+$21.8K	1	0.63%	Increased
441	VAM Visium Asset Management New York	$6.57M	-$19.4M	3	0.09%	Reduced
442	FAAM First Allied Asset Management San Diego, California	$6.57M	-$67.1K	1	0.91%	Reduced
443	MAI Capital Management Independence, Ohio	$6.52M	-$4.43M	3	0.46%	Reduced
444	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.51M	-$18.9K	10	0.3%	Reduced
445	FPA Fieldpoint Private Advisors New York	$6.51M	+$124K	2	4.22%	Increased
446	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.49M	-$218K	4	0.13%	Reduced
447	MA Menlo Advisors Menlo Park, California	$6.43M	-$6.68K	1	4.57%	Reduced
448	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$6.41M	+$1.52M	2	1.05%	Increased
449	CL CSS LLC Chicago, Illinois	$6.4M	-$457K	3	0.32%	Reduced
450	WBC Westpac Banking Corp Sydney, Australia	$6.4M	+$3.08M	5	0.06%	Increased