← 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
526
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$12.1M +$12.6M 2 0.25% New
527
Penserra Capital Management
Penserra Capital Management
California
$11.9M -$5M 13 0.25% Reduced
528
NEI
Northwest & Ethical Investments
Ontario, Canada
$11.8M -$1.4M 3 0.38% Reduced
529
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$11.7M -$1.75M 3 0.9% Reduced
530
Tredje AP-fonden
Tredje AP-fonden
Sweden
$11.7M -$31.5M 2 0.24% Reduced
531
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$11.6M +$12.8M 1 0.42% New
532
M&G Investment Management
M&G Investment Management
United Kingdom
$11.6M +$2.55M 5 0.03% Increased
533
CA
CastleArk Alternatives
Illinois
$11.5M +$11.4M 1 0.44% New
534
Castleark Management
Castleark Management
Illinois
$11.5M +$1.67M 1 0.44% Increased
535
Annex Advisory Services
Annex Advisory Services
Wisconsin
$11.5M +$697K 2 0.94% Increased
536
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$11.5M -$2.7M 3 0.07% Reduced
537
Wolverine Trading
Wolverine Trading
Illinois
$11.4M -$3.84M 13 0.01% Reduced
538
Colony Group
Colony Group
Massachusetts
$11.3M +$8.68M 5 0.22% Increased
539
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$11.3M -$828K 3 1.23% Reduced
540
VM
Venator Management
Pennsylvania
$11.2M +$112K 1 3.01% Increased
541
Globeflex Capital
Globeflex Capital
California
$11.1M -$5.72M 11 2.43% Reduced
542
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$11.1M -$24.1M 8 0.13% Reduced
543
IFM Investors
IFM Investors
Australia
$11.1M +$65.4K 4 0.23% Increased
544
Triasima Portfolio Management
Triasima Portfolio Management
Quebec, Canada
$11M $0 3 0.59% Maintained
545
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$11M +$279K 2 0.46% Increased
546
Great Lakes Advisors
Great Lakes Advisors
Illinois
$11M -$8.24M 7 0.17% Reduced
547
Nissay Asset Management
Nissay Asset Management
Japan
$11M +$309K 5 0.09% Increased
548
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$10.9M +$1.51K 4 0.13% Increased
549
William Blair & Company
William Blair & Company
Illinois
$10.9M +$1.34M 8 0.04% Increased
550
Huntington National Bank
Huntington National Bank
Ohio
$10.7M +$950K 16 0.11% Increased