← 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
501	SAM Sage Asset Management New York	$3.84M	+$4.25M	1	4.82%	New
502	Hood River Capital Management Palm Beach Gardens, Florida	$3.75M	+$4.07M	1	0.58%	New
503	AW ACG Wealth Atlanta, Georgia	$3.72M	+$3.95M	2	1.45%	New
504	GLG Partners London, United Kingdom	$3.67M	+$3.81M	1	0.14%	New
505	CL Croft-Leominster Baltimore, Maryland	$3.65M	+$4.04M	1	0.54%	New
506	Counsel Portfolio Services Mississauga, Ontario, Canada	$3.6M	+$4M	3	0.43%	New
507	Numeric Investors Boston, Massachusetts	$3.59M	+$3.92M	3	0.07%	New
508	Murphy Capital Management Bedminster, New Jersey	$3.58M	+$3.83M	1	0.73%	New
509	SAM Symphony Asset Management San Francisco, California	$3.58M	+$3.31M	2	0.35%	New
510	Onex Canada Asset Management Toronto, Ontario, Canada	$3.55M	+$3.63M	1	0.23%	New
511	SL SIB LLC New York, New York	$3.52M	+$3.72M	3	2.72%	New
512	Third Point New York	$3.48M	+$4.33M	1	0.08%	New
513	O'Shaughnessy Asset Management Stamford, Connecticut	$3.48M	+$3.79M	4	0.09%	New
514	Jane Street New York	$3.46M	+$3.54M	5	0.06%	New
515	Natixis Advisors Boston, Massachusetts	$3.44M	+$3.75M	2	0.07%	New
516	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$3.44M	+$3.84M	3	0.81%	New
517	Guardian Capital (Canada) Toronto, Ontario, Canada	$3.41M	+$3.8M	2	0.06%	New
518	Prelude Capital Management New York	$3.4M	+$3.69M	8	0.73%	New
519	F&C Asset Management Edinburgh, Scotland, United Kingdom	$3.35M	+$3.69M	4	0.05%	New
520	TEC Tiger Eye Capital Nashville, Tennessee	$3.34M	+$2.94M	1	2.01%	New
521	Glenmede Trust Philadelphia, Pennsylvania	$3.33M	+$3.65M	5	0.04%	New
522	MPAM Monarch Partners Asset Management Boston, Massachusetts	$3.33M	+$3.16M	2	2.07%	New
523	First Mercantile Trust Cordova, Tennessee	$3.31M	+$3.5M	7	0.28%	New
524	NI NFC Investments Memphis, Tennessee	$3.3M	+$3.55M	1	1.98%	New
525	Nomura Asset Management Tokyo, Japan	$3.29M	+$3.63M	4	0.07%	New