← 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	Lord, Abbett & Co Jersey City, New Jersey	$19M	-$60.5M	2	0.07%	Reduced
477	AR Advisory Research Chicago, Illinois	$18.8M	-$4.69M	3	3.32%	Reduced
478	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$18.5M	+$758K	5	0.56%	Increased
479	Winton Group London, United Kingdom	$18.5M	+$4.72M	4	1.12%	Increased
480	GIP Granite Investment Partners El Segundo, California	$18.4M	+$18.6M	1	0.93%	New
481	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$18.3M	-$35K	11	1.41%	Reduced
482	AG Amiral Gestion Paris, France	$18.3M	+$13.7M	1	10.06%	Increased
483	KTA Keeley-Teton Advisors Chicago, Illinois	$18.2M	+$7.56M	7	2.21%	Increased
484	CIBC Asset Management Toronto, Ontario, Canada	$18.1M	-$1.18M	9	0.06%	Reduced
485	PAG Private Advisory Group Redmond, Washington	$17.9M	+$7.07M	4	2%	Increased
486	Ethic Inc New York	$17.8M	-$2.17M	11	0.36%	Reduced
487	Tidal Investments Milwaukee, Wisconsin	$17.8M	-$37.3M	13	0.14%	Reduced
488	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$17.7M	+$145K	3	0.83%	Increased
489	Nissay Asset Management Tokyo, Japan	$17.7M	+$394K	6	0.12%	Increased
490	CCP Carmel Capital Partners San Diego, California	$17.7M	+$3.18M	5	6.96%	Increased
491	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$17.7M	+$1.19M	6	0.18%	Increased
492	Mediolanum International Funds Dublin 1, Ireland	$17.6M	+$764K	3	0.24%	Increased
493	Wedge Capital Management Charlotte, North Carolina	$17.5M	-$123M	5	0.34%	Reduced
494	Ariel Investments Chicago, Illinois	$17.5M	-$16.6M	1	0.21%	Reduced
495	Los Angeles Capital Management Los Angeles, California	$17.5M	-$80.7M	11	0.08%	Reduced
496	OCM Osterweis Capital Management San Francisco, California	$17.3M	-$2.59M	2	0.86%	Reduced
497	New York Life Investment Management New York	$17.3M	-$1.13M	6	0.18%	Reduced
498	CCM Cobalt Capital Management Short Hills, New Jersey	$16.9M	+$8.4M	1	8.32%	Increased
499	Commerce Bank Kansas City, Missouri	$16.8M	-$1.03M	9	0.11%	Reduced
500	Congress Wealth Management Boston, Massachusetts	$16.8M	+$1.07M	5	0.2%	Increased