← 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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.2M +$2.83M 5 0.13% Increased
527
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$16.1M -$10.8K 3 0.57% Reduced
528
WBC
Westpac Banking Corp
Australia
$16.1M +$441K 6 1.32% Increased
529
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$16.1M +$330K 1 0.51% Increased
530
JWM
JGP Wealth Management
Oregon
$16M -$87K 1 2.38% Reduced
531
PGCM
Prescott Group Capital Management
Oklahoma
$16M -$559K 2 2.81% Reduced
532
BIC
Beach Investment Counsel
Pennsylvania
$16M -$16M 2 1.97% Reduced
533
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$15.9M +$6.79M 5 0.37% Increased
534
CCP
Carmel Capital Partners
California
$15.7M -$539K 5 8.03% Reduced
535
Chilton Investment Company
Chilton Investment Company
Connecticut
$15.5M +$2.07M 2 0.46% Increased
536
Atria Wealth Solutions
Atria Wealth Solutions
New York
$15.5M +$1.53M 11 0.19% Increased
537
William Blair & Company
William Blair & Company
Illinois
$15.5M +$448K 9 0.05% Increased
538
DSAM
Dock Street Asset Management
Florida
$15.3M +$12.3K 1 2.39% Increased
539
Tidal Investments
Tidal Investments
Wisconsin
$15.3M +$157K 16 0.36% Increased
540
Pinnacle Associates
Pinnacle Associates
New York
$15.2M -$372K 5 0.26% Reduced
541
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$15.2M +$186K 8 1.45% Increased
542
Private Management Group
Private Management Group
California
$15.1M -$107K 1 0.58% Reduced
543
EI
EAM Investors
California
$15M +$5.19M 5 2.67% Increased
544
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$15M -$203K 5 0.41% Reduced
545
Erste Asset Management
Erste Asset Management
Austria
$14.9M -$3.42M 3 0.22% Reduced
546
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.8M -$1.86M 7 0.12% Reduced
547
CCP
Clough Capital Partners
Massachusetts
$14.7M +$1.63M 4 1.63% Increased
548
TIP
Torray Investment Partners
Maryland
$14.7M $0 1 2.38% Maintained
549
Private Advisor Group
Private Advisor Group
New Jersey
$14.6M +$4.38M 8 0.11% Increased
550
TA
Townsend & Associates
Colorado
$14.6M +$5.6M 2 1.83% Increased