← 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	PHK Point72 Hong Kong Hong Kong	$24.4M	+$20.2M	5	1.46%	New
427	DnB Asset Management Oslo, Norway	$24.3M	+$986K	4	0.13%	Increased
428	SL SIB LLC New York, New York	$24.2M	$0	4	12.35%	Maintained
429	FM Foster & Motley Cincinnati, Ohio	$24.1M	+$307K	5	1.79%	Increased
430	River Road Asset Management Louisville, Kentucky	$24M	+$875K	4	0.33%	Increased
431	APG Asset Management US New York	$23.9M	$0	1	0.15%	Maintained
432	TPCM Two Point Capital Management Pittsford, New York	$23.7M	+$80.6K	1	10.83%	Increased
433	Första AP-fonden Stockholm, Sweden	$23.7M	-$6.83M	4	0.24%	Reduced
434	Centersquare Investment Management Conshohocken, Pennsylvania	$23.7M	-$134M	1	0.26%	Reduced
435	Jefferies Financial Group New York	$23.5M	+$2.85M	8	0.15%	Increased
436	HMCP Hook Mill Capital Partners New York	$23.4M	+$1.44M	2	6.18%	Increased
437	Vident Advisory Alpharetta, Georgia	$23.2M	+$1.95M	11	0.58%	Increased
438	Daiwa Securities Group Tokyo, Japan	$23M	+$541K	12	0.14%	Increased
439	CAM ClariVest Asset Management San Diego, California	$23M	-$4.25M	9	1.28%	Reduced
440	Picton Mahoney Asset Management Toronto, Ontario, Canada	$22.9M	+$5.54M	3	0.62%	Increased
441	Public Employees Retirement Association of Colorado Denver, Colorado	$22.9M	-$668K	21	0.11%	Reduced
442	PCM Price Capital Management Lafayette, Louisiana	$22.8M	+$19.1M	1	10.12%	New
443	Gotham Asset Management New York	$22.8M	-$2.26M	12	0.42%	Reduced
444	Czech National Bank Prague, Czech Republic	$22.4M	-$143K	4	0.32%	Reduced
445	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$22.4M	-$308K	2	1.28%	Reduced
446	Fifth Third Bancorp Cincinnati, Ohio	$22.3M	-$1.33M	18	0.09%	Reduced
447	Maryland State Retirement & Pension System Baltimore, Maryland	$22.2M	+$79.1K	16	0.46%	Increased
448	SFI SPC Financial Inc Rockville, Maryland	$22.1M	-$1.78M	1	2.26%	Reduced
449	R.M. Davis Inc Portland, Maine	$21.9M	-$1.49M	2	0.51%	Reduced
450	FSCM First Sabrepoint Capital Management Dallas, Texas	$21.9M	+$15.6M	6	7.21%	Increased