← 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
126	Renaissance Technologies New York	$83.5M	+$33.3M	14	0.2%	Increased
127	HA Heartland Advisors Milwaukee, Wisconsin	$80.9M	-$6.47M	3	2.96%	Reduced
128	AL AJO LP Philadelphia, Pennsylvania	$79.9M	+$38.6M	2	0.37%	Increased
129	HSBC Holdings London, United Kingdom	$78.2M	+$30.9M	11	0.2%	Increased
130	RhumbLine Advisers Boston, Massachusetts	$77.3M	+$4.16M	22	0.26%	Increased
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$76.5M	+$1.29M	11	0.21%	Increased
132	Parametric Portfolio Associates Seattle, Washington	$74.9M	+$20.1M	17	0.15%	Increased
133	VOYA Investment Management Atlanta, Georgia	$74.1M	+$37.8M	18	0.19%	Increased
134	Burgundy Asset Management Toronto, Ontario, Canada	$73.6M	+$1.11M	1	0.82%	Increased
135	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$69.6M	+$524K	5	0.17%	Increased
136	BlackRock New York	$68.1M	-$5.15M	21	0.11%	Reduced
137	OCM Osterweis Capital Management San Francisco, California	$68M	+$2.69M	1	3.08%	Increased
138	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$67.6M	+$17.8M	8	0.28%	Increased
139	Blackstone Inc New York	$66M	+$24.9M	2	0.21%	Increased
140	CCM Cornerstone Capital Management Edina, Minnesota	$64.4M	-$13.1M	1	2.73%	Reduced
141	PFU Parus Finance (UK) London, United Kingdom	$64.2M	-$21.9M	2	17.55%	Reduced
142	Macquarie Group Sydney, NSW 2000, Australia	$64.2M	+$4.27M	7	0.14%	Increased
143	ESCM Echo Street Capital Management New York	$64.2M	+$27.6M	4	2.36%	Increased
144	STRS Ohio Columbus, Ohio	$63.5M	+$288K	8	0.3%	Increased
145	Todd Asset Management Louisville, Kentucky	$63.4M	-$1.7M	1	1.99%	Reduced
146	Teacher Retirement System of Texas Austin, Texas	$63.2M	+$4.08M	19	0.5%	Increased
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$62.7M	+$22.5M	10	0.33%	Increased
148	Point72 Asset Management Stamford, Connecticut	$62.4M	+$41.7M	5	0.49%	Increased
149	Scout Investments Kansas City, Missouri	$62.1M	+$9.88M	3	1.45%	Increased
150	Eagle Asset Management St Petersburg, Florida	$62M	+$13.3M	2	0.42%	Increased