← 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
Manning & Napier Group
Manning & Napier Group
New York
$14.3M +$8.66M 2 0.17% Increased
427
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$14.3M -$8.26M 2 1.35% Reduced
428
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$14.1M -$219K 1 0.14% Reduced
429
CA
CapWealth Advisors
Tennessee
$14.1M +$386K 1 1.7% Increased
430
Park National Corp
Park National Corp
Ohio
$14M +$295K 1 0.67% Increased
431
Erste Asset Management
Erste Asset Management
Austria
$13.8M +$852K 1 0.31% Increased
432
SRC
Shufro Rose & Co
New York
$13.8M +$192K 1 1.2% Increased
433
CAM
Crown Advisors Management
California
$13.8M -$5.29M 4 12.66% Reduced
434
CIBC World Market
CIBC World Market
Ontario, Canada
$13.7M -$2.71M 9 0.05% Reduced
435
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.6M -$462K 6 0.22% Reduced
436
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$13.6M +$311K 1 1% Increased
437
Bahl & Gaynor
Bahl & Gaynor
Ohio
$13.5M +$5.04M 2 0.09% Increased
438
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$13.4M -$5.42M 3 0.3% Reduced
439
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.3M +$7.55M 2 0.02% Increased
440
ProShare Advisors
ProShare Advisors
Maryland
$13.3M -$8.15M 15 0.04% Reduced
441
HCM
HGI Capital Management
New York
$13.2M +$14.1M 1 5.53% New
442
ACM
AEW Capital Management
Massachusetts
$13.2M -$9.42M 1 0.5% Reduced
443
KBC Group
KBC Group
Belgium
$13.2M -$993K 14 0.07% Reduced
444
Vontobel Holding
Vontobel Holding
Switzerland
$13.1M -$3M 4 0.14% Reduced
445
IFM Investors
IFM Investors
Australia
$13M +$2.87M 5 0.23% Increased
446
SC
Sasco Capital
Connecticut
$13M -$75.7K 1 1.78% Reduced
447
Algert Global
Algert Global
California
$12.9M -$7.99M 14 0.97% Reduced
448
AFG
Allegheny Financial Group
Pennsylvania
$12.9M $0 1 6.02% Maintained
449
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.9M -$935K 1 0.2% Reduced
450
TBA
Tower Bridge Advisors
Pennsylvania
$12.9M -$620K 2 1.05% Reduced