← 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	OA OFI Advisors Philadelphia, Pennsylvania	$4.62M	+$324K	10	0.33%	Increased
502	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$4.6M	+$209K	1	0.85%	Increased
503	CAM Cubic Asset Management Boston, Massachusetts	$4.56M	+$27.2K	2	1.6%	Increased
504	FQ First Quadrant Glendale, California	$4.52M	-$4.23M	1	0.1%	Reduced
505	BNP Paribas Asset Management Paris, France	$4.51M	-$3.01M	3	0.04%	Reduced
506	DCM Decatur Capital Management Decatur, Georgia	$4.47M	-$4.9M	3	0.75%	Reduced
507	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.43M	+$4.08M	6	0.06%	Increased
508	GCP GSA Capital Partners London, United Kingdom	$4.43M	+$1.11M	10	0.23%	Increased
509	FG FSI Group Cincinnati, Ohio	$4.4M	-$301K	1	1.63%	Reduced
510	PGGM Investments Zeist, Netherlands	$4.36M	+$151K	1	0.02%	Increased
511	Suntrust Banks Atlanta, Georgia	$4.26M	-$572K	5	0.03%	Reduced
512	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$4.25M	+$4.92M	1	0.1%	New
513	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$4.24M	+$2.26M	5	1.97%	Increased
514	PVH Psagot Value Holdings Tel Aviv, Israel	$4.23M	-$509K	6	0.14%	Reduced
515	CC Cipher Capital New York	$4.23M	+$2.62M	5	1.08%	Increased
516	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$4.17M	-$5.05K	1	1.25%	Reduced
517	AM Account Management Boxford, Massachusetts	$4.15M	-$385K	1	3.73%	Reduced
518	Synovus Financial Columbus, Georgia	$4.12M	+$1.03M	6	0.12%	Increased
519	Jefferies Group New York	$4.11M	+$2.14M	6	0.03%	Increased
520	First Manhattan New York	$4.11M	-$7.55K	8	0.02%	Reduced
521	GL GLG LLC New York	$4.1M	+$2.85M	1	0.11%	Increased
522	Tudor Investment Corp Stamford, Connecticut	$4.08M	+$2.35M	8	0.15%	Increased
523	Natixis Advisors Boston, Massachusetts	$4.07M	-$3.57M	4	0.08%	Reduced
524	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.06M	+$909K	2	0.8%	Increased
525	JCP Jabre Capital Partners Geneva, Switzerland	$4.05M	+$4.45M	1	0.35%	New