← 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$15.6M +$2.19M 2 0.11% Increased
502
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.6M -$3.28K 1 0.89% Reduced
503
Nissay Asset Management
Nissay Asset Management
Japan
$15.5M -$59.5K 5 0.13% Reduced
504
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.5M -$33.5M 6 0.32% Reduced
505
EP
Edgestream Partners
New Jersey
$15.4M +$5.99M 6 1.4% Increased
506
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.4M -$727K 3 0.23% Reduced
507
MG
Magnolia Group
Nebraska
$15.3M +$5.99M 1 2.22% Increased
508
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$15.3M -$1.99M 3 0.55% Reduced
509
Ethic Inc
Ethic Inc
New York
$15.3M -$240K 8 0.57% Reduced
510
DIS
Diversified Investment Strategies
Louisiana
$15.1M +$187K 2 11.13% Increased
511
PS
Portfolio Strategies
New York
$15M +$13.3M 1 2.71% New
512
EGI
EAM Global Investors
California
$15M +$8.5M 3 4.4% Increased
513
CAM
ClariVest Asset Management
California
$14.9M +$5.17M 9 0.75% Increased
514
OQS
Occudo Quantitative Strategies
Florida
$14.9M -$1.92M 13 1.55% Reduced
515
CAM
Cidel Asset Management
Ontario, Canada
$14.9M -$3.63M 1 0.67% Reduced
516
SC
Sasco Capital
Connecticut
$14.9M -$160K 1 1.76% Reduced
517
Fenimore Asset Management
Fenimore Asset Management
New York
$14.8M -$27.1K 1 0.37% Reduced
518
BIAS
Beacon Investment Advisory Services
New Jersey
$14.8M +$68.2K 3 0.68% Increased
519
MPM
Meritage Portfolio Management
Kansas
$14.8M -$536K 4 1.05% Reduced
520
DTL
Dynamic Technology Lab
Singapore
$14.7M -$787K 10 1.86% Reduced
521
Oppenheimer & Co
Oppenheimer & Co
New York
$14.7M +$456K 8 0.29% Increased
522
SC
Sepio Capital
Utah
$14.6M +$2.45M 2 1.19% Increased
523
Cetera Advisor Networks
Cetera Advisor Networks
California
$14.6M +$2.65M 11 0.1% Increased
524
Tidal Investments
Tidal Investments
Wisconsin
$14.6M +$6.45M 16 0.43% Increased
525
Private Management Group
Private Management Group
California
$14.5M +$562K 1 0.62% Increased