← 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	RIM Redpoint Investment Management Sydney, NSW, Australia	$9.38M	+$1.56M	5	0.46%	Increased
502	S Seeyond Paris, France	$9.34M	+$1.71M	4	0.98%	Increased
503	MAM Mark Asset Management New York	$9.33M	-$1.22M	2	1.56%	Reduced
504	Achmea Investment Management Zeist, Netherlands	$9.26M	+$1.6M	4	0.36%	Increased
505	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$9.26M	+$184K	3	1.02%	Increased
506	Group One Trading Chicago, Illinois	$9.22M	+$5.05M	11	0.06%	Increased
507	PIA Piedmont Investment Advisors Durham, North Carolina	$9.22M	+$5.88M	8	0.32%	Increased
508	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$9.18M	+$1.76M	1	1.83%	Increased
509	CAM Crown Advisors Management Larkspur, California	$9.17M	$0	3	5.9%	Maintained
510	SCM Snow Capital Management Sewickley, Pennsylvania	$9.16M	-$9.08M	1	1.27%	Reduced
511	RegentAtlantic Capital Morristown, New Jersey	$9.11M	+$5.21M	3	0.55%	Increased
512	TI tru Independence Portland, Oregon	$9.07M	+$9.37M	6	1.31%	New
513	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9M	-$139K	5	0.23%	Reduced
514	OAM Optimal Asset Management Los Altos, California	$8.97M	+$8.96M	4	1.36%	New
515	MCM McKinley Capital Management Anchorage, Alaska	$8.94M	+$9.44M	1	0.58%	New
516	William Blair & Company Chicago, Illinois	$8.94M	+$1.29M	10	0.05%	Increased
517	ED Exane Derivatives Paris, France	$8.86M	+$8.28M	5	1.64%	Increased
518	SAM Stansberry Asset Management Westlake, Texas	$8.76M	-$389K	1	3.56%	Reduced
519	BDS Banco de Sabadell Miami, Florida	$8.74M	+$8.86M	1	1.16%	New
520	LCG Lisanti Capital Growth New York	$8.7M	-$2.69M	2	2.31%	Reduced
521	KCM Kingstown Capital Management New York	$8.69M	-$1.37M	1	2.52%	Reduced
522	Quantbot Technologies New York	$8.66M	+$3.15M	10	0.86%	Increased
523	Park National Corp Newark, Ohio	$8.63M	+$1.03M	1	0.44%	Increased
524	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.6M	-$83.7K	14	0.43%	Reduced
525	PC Periscope Capital Toronto, Ontario, Canada	$8.57M	+$514K	1	1.03%	Increased