← 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
451	FRM Foundation Resource Management Little Rock, Arkansas	$7.19M	-$162K	1	1.18%	Reduced
452	Cubist Systematic Strategies Stamford, Connecticut	$7.15M	-$3.08M	9	0.35%	Reduced
453	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.08M	-$550K	11	0.55%	Reduced
454	CCMH Cornerstone Capital Management Holdings New York	$7.06M	-$8.83M	4	0.07%	Reduced
455	Walleye Trading New York	$7.04M	+$600K	7	0.07%	Increased
456	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.94M	+$1.33M	2	0.81%	Increased
457	TC TFS Capital West Chester, Pennsylvania	$6.94M	-$2.19M	3	0.68%	Reduced
458	SCA Sippican Capital Advisors Boston, Massachusetts	$6.94M	-$2.22K	4	7.06%	Reduced
459	SCM SOL Capital Management Rockville, Maryland	$6.93M	-$475K	1	2.55%	Reduced
460	SIC Schwartz Investment Counsel Plymouth, Michigan	$6.9M	+$17.4K	1	0.46%	Increased
461	RBF Capital San Francisco, California	$6.89M	-$731K	3	1.4%	Reduced
462	FAAM First Allied Asset Management San Diego, California	$6.88M	-$152K	1	0.97%	Reduced
463	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.75M	-$438K	10	0.32%	Reduced
464	PCI Pacifica Capital Investments Leander, Texas	$6.75M	+$41.8K	1	4.37%	Increased
465	WSA Wall Street Associates Lajolla, California	$6.72M	-$112K	1	0.63%	Reduced
466	BA Boston Advisors Boston, Massachusetts	$6.62M	+$3.34M	2	0.26%	Increased
467	Two Sigma Advisers New York	$6.62M	-$33.8M	4	0.05%	Reduced
468	TA TBP Advisors Purchase, New York	$6.58M	-$10.4K	1	4.09%	Reduced
469	OA OFI Advisors Philadelphia, Pennsylvania	$6.58M	+$387K	10	0.39%	Increased
470	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$6.57M	+$3.06M	9	0.05%	Increased
471	BlueCrest Capital Management St Helier, Jersey	$6.56M	-$18M	4	0.35%	Reduced
472	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.47M	-$1.08M	7	0.12%	Reduced
473	SC Seawolf Capital New York	$6.43M	+$5.88M	1	1.25%	New
474	ECP Elk Creek Partners Denver, Colorado	$6.4M	+$2.59M	1	0.67%	Increased
475	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$6.3M	+$5.9M	6	0.48%	New