← 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	AFG American Financial Group Cincinnati, Ohio	$8.13M	-$11.7M	2	0.97%	Reduced
427	Tower Research Capital (TRC) New York	$8.1M	+$10.1M	18	0.49%	Increased
428	SC Shellback Capital Boston, Massachusetts	$8.1M	+$12.8M	3	1.79%	New
429	Saba Capital Management New York	$8.08M	+$14.7M	2	0.42%	New
430	PIA Piedmont Investment Advisors Durham, North Carolina	$8.04M	+$3.72M	7	0.32%	Increased
431	Calamos Advisors Naperville, Illinois	$8.04M	-$1.31M	4	0.06%	Reduced
432	PEAK6 Investments Chicago, Illinois	$7.92M	-$1.7M	12	0.05%	Reduced
433	Mercer Global Advisors Denver, Colorado	$7.89M	+$1.71M	7	0.17%	Increased
434	FFA First Foundation Advisors Irvine, California	$7.86M	-$334K	2	0.48%	Reduced
435	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.86M	+$1.28M	4	0.02%	Increased
436	KTA Keeley-Teton Advisors Chicago, Illinois	$7.83M	+$3.2M	3	1.39%	Increased
437	Hillsdale Investment Management Toronto, Ontario, Canada	$7.78M	-$9.23M	9	0.94%	Reduced
438	ZCM Ziegler Capital Management Chicago, Illinois	$7.75M	+$11.2M	2	0.21%	New
439	GH GAM Holding Zurich, Switzerland	$7.68M	-$367K	3	0.52%	Reduced
440	Chartwell Investment Partners Berywn, Pennsylvania	$7.65M	-$7.9M	3	0.36%	Reduced
441	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$7.6M	-$4.55M	1	2.88%	Reduced
442	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$7.56M	-$693K	1	2.36%	Reduced
443	ProShare Advisors Bethesda, Maryland	$7.55M	-$8.34M	8	0.05%	Reduced
444	WRBC W.R. Berkley Corp Greenwich, Connecticut	$7.51M	+$2.78M	1	0.89%	Increased
445	TAM THB Asset Management Norwalk, Connecticut	$7.51M	+$3.19M	6	2.35%	Increased
446	Summit Partners Public Asset Management Boston, Massachusetts	$7.48M	+$11.4M	1	0.62%	New
447	1M 13D Management New York	$7.45M	+$3.67M	1	3.62%	Increased
448	Park National Corp Newark, Ohio	$7.43M	+$2.86M	1	0.47%	Increased
449	UH Unigestion Holding Geneva, Switzerland	$7.43M	+$10.4M	1	0.28%	New
450	AGP Akaris Global Partners New York	$7.4M	-$6.44M	1	3.61%	Reduced