← 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
101	BlackRock New York	$70.1M	+$76.2M	19	0.14%	New
102	American Century Companies Kansas City, Missouri	$69.9M	+$71.2M	7	0.09%	New
103	New York State Teachers Retirement System (NYSTRS) Albany, New York	$69.5M	+$76M	10	0.2%	New
104	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$69.1M	+$75.7M	4	0.16%	New
105	PNC Financial Services Group Pittsburgh, Pennsylvania	$69M	+$78.1M	14	0.1%	New
106	Commerzbank Aktiengesellschaft Frankfurt, Germany	$68.3M	+$65M	8	0.3%	New
107	Managed Account Advisors Jersey City, New Jersey	$67.4M	+$74.7M	14	0.1%	New
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$67.3M	+$71.7M	16	0.22%	New
109	Barclays London, United Kingdom	$66.7M	+$72.2M	21	0.08%	New
110	Manning & Napier Advisors Fairport, New York	$64.5M	+$70.3M	4	0.34%	New
111	Loomis, Sayles & Company Boston, Massachusetts	$64.4M	+$71.8M	4	0.23%	New
112	Guggenheim Capital Chicago, Illinois	$63.8M	+$69.9M	13	0.27%	New
113	Pictet Asset Management (UK) London, United Kingdom	$63.7M	+$68.9M	6	0.36%	New
114	SIM Stelliam Investment Management New York	$62.5M	+$67.9M	3	3.39%	New
115	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61.7M	+$66.1M	15	0.04%	New
116	Parnassus Investments San Francisco, California	$61.2M	+$66.5M	3	0.8%	New
117	RhumbLine Advisers Boston, Massachusetts	$61.1M	+$65.8M	18	0.2%	New
118	UBS O'Connor Chicago, Illinois	$60.5M	+$62.6M	7	1.13%	New
119	SAC Capital Advisors Stamford, Connecticut	$58.7M	+$64.8M	8	0.32%	New
120	GAMCO Investors Greenwich, Connecticut	$58.4M	+$59M	7	0.37%	New
121	SPC Standard Pacific Capital San Francisco, California	$57.6M	+$63M	2	12.64%	New
122	Two Sigma Advisers New York	$55.7M	+$59.1M	6	0.8%	New
123	JCG JHL Capital Group Chicago, Illinois	$54.4M	+$47.9M	1	8.46%	New
124	Thrivent Financial for Lutherans Minneapolis, Minnesota	$53.5M	+$55.9M	10	0.35%	New
125	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$52.9M	+$58.1M	5	0.15%	New