← 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
476
SAM
Shell Asset Management
Netherlands
$5.49M -$651K 5 0.09% Reduced
477
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$5.48M +$1M 8 0.19% Increased
478
SIP
Stoneridge Investment Partners
Pennsylvania
$5.47M +$5.22M 3 0.72% New
479
OA
OFI Advisors
Pennsylvania
$5.46M +$310K 10 0.35% Increased
480
PVH
Psagot Value Holdings
Israel
$5.45M +$525K 6 0.19% Increased
481
PP
PDT Partners
New York
$5.4M -$12M 4 0.51% Reduced
482
CI
Chartist Inc
California
$5.39M -$142K 3 2.52% Reduced
483
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$5.39M -$1.55M 3 0.26% Reduced
484
Virtu KCG Holdings
Virtu KCG Holdings
New York
$5.38M +$1.12M 11 0.09% Increased
485
PGGM Investments
PGGM Investments
Netherlands
$5.38M +$70.3K 1 0.02% Increased
486
BCM
Bourgeon Capital Management
Connecticut
$5.35M +$773K 2 3.26% Increased
487
SA
Springowl Associates
New York
$5.3M $0 1 18.78% Maintained
488
US Bancorp
US Bancorp
Minnesota
$5.27M +$89.6K 19 0.02% Increased
489
Perpetual Ltd
Perpetual Ltd
Australia
$5.23M -$1.52M 1 0.61% Reduced
490
ACM
ADI Capital Management
New York
$5.22M +$4.87M 1 3.86% New
491
M&T Bank
M&T Bank
New York
$5.21M -$13.2M 9 0.03% Reduced
492
RHI
Richmond Hill Investments
New York
$5.2M $0 1 2.19% Maintained
493
NEI
Northwest & Ethical Investments
Ontario, Canada
$5.19M +$63.6K 3 0.35% Increased
494
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$5.19M +$505K 5 0.16% Increased
495
SLG
Stanley-Laman Group
Pennsylvania
$5.14M +$4.78M 1 0.98% New
496
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.11M -$207K 4 0.04% Reduced
497
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$5.09M -$5.07M 3 0.01% Reduced
498
Cetera Advisors
Cetera Advisors
Colorado
$5.08M +$4.76M 3 0.49% Increased
499
Placemark Investments
Placemark Investments
Illinois
$5.07M +$983K 8 0.09% Increased
500
MIM
Montgomery Investment Management
Maryland
$5.04M +$2.4M 1 2.41% Increased