← 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	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.19M	+$44.7K	7	0.19%	Increased
427	Parallax Volatility Advisers San Francisco, California	$8.18M	-$15.5M	8	0.02%	Reduced
428	Hancock Whitney Gulfport, Mississippi	$8.09M	-$2.89M	1	0.31%	Reduced
429	WBC Westpac Banking Corp Sydney, Australia	$8.07M	-$114K	5	0.07%	Reduced
430	MA Menlo Advisors Menlo Park, California	$8.07M	+$375K	1	5.76%	Increased
431	Andra AP-fonden Goteborg, Sweden	$8.02M	+$384K	4	0.23%	Increased
432	Jefferies Group New York	$8.01M	+$4.7M	11	0.04%	Increased
433	MCM Mazama Capital Management Portland, Oregon	$7.99M	+$7.4M	2	1.64%	New
434	KeyBank National Association Cleveland, Ohio	$7.98M	-$1.37M	7	0.05%	Reduced
435	CC Cipher Capital New York	$7.84M	+$5.06M	6	1.3%	Increased
436	TPM T2 Partners Management New York	$7.82M	+$530K	1	13.05%	Increased
437	REMS Real Estate Management Services	$7.81M	-$8.09M	1	1.32%	Reduced
438	Fjarde Ap-fonden Stockholm, Sweden	$7.78M	-$394K	4	0.18%	Reduced
439	Global X Management Company New York	$7.72M	+$1.14M	4	0.44%	Increased
440	PVH Psagot Value Holdings Tel Aviv, Israel	$7.7M	+$1.43M	6	0.24%	Increased
441	AC AFAM Capital Austin, Texas	$7.67M	+$1.46M	1	0.99%	Increased
442	Advisors Asset Management Monument, Colorado	$7.58M	+$167K	9	0.1%	Increased
443	KBC Group Brussels, Belgium	$7.56M	-$13.9M	9	0.1%	Reduced
444	Weiss Multi-Strategy Advisers New York	$7.5M	+$827K	2	0.33%	Increased
445	BNP Paribas Asset Management Paris, France	$7.46M	+$1.88M	5	0.06%	Increased
446	FA Friess Associates Greenville, Delaware	$7.45M	+$6.81M	2	0.6%	New
447	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.43M	+$3.43M	1	1.25%	Increased
448	FPA Fieldpoint Private Advisors New York	$7.38M	-$17.8K	2	4.49%	Reduced
449	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.33M	$0	2	1.47%	Maintained
450	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$7.26M	-$15.8M	1	0.41%	Reduced