← 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
151	HSBC Holdings London, United Kingdom	$39.6M	+$42.6M	5	0.12%	New
152	NA Navellier & Associates Reno, Nevada	$39.5M	+$43.3M	4	1.88%	New
153	Calamos Advisors Naperville, Illinois	$39.2M	+$42.4M	5	0.26%	New
154	Winton Capital Management London, United Kingdom	$39M	+$43.4M	7	0.47%	New
155	Crawford Investment Counsel Atlanta, Georgia	$38.9M	+$43.2M	1	1.61%	New
156	AIM Assured Investment Management New York	$38.8M	+$42.1M	5	1.6%	New
157	NAM NorthCoast Asset Management Greenwich, Connecticut	$38.7M	+$42.4M	1	2.94%	New
158	State of Wisconsin Investment Board Madison, Wisconsin	$38.4M	+$41.2M	9	0.16%	New
159	Emerald Advisers Leola, Pennsylvania	$37.8M	+$39.7M	5	2.31%	New
160	Waddell & Reed Financial Overland Park, Kansas	$37.2M	+$40.7M	4	0.08%	New
161	FC Fiera Capital New York	$37M	+$38.4M	1	2.64%	New
162	TCP TAMRO Capital Partners Alexandria, Virginia	$36.7M	+$40.5M	2	1.63%	New
163	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$35.8M	+$31.5M	1	1.91%	New
164	PC Paulson & Co New York	$35.3M	+$31.1M	1	0.25%	New
165	Bank of Montreal Toronto, Ontario, Canada	$34.8M	+$37.8M	15	0.06%	New
166	ARTA A.R.T. Advisors New York	$34.7M	+$37.2M	13	1.14%	New
167	SIM Sadoff Investment Management Milwaukee, Wisconsin	$33.9M	+$37.1M	2	6.17%	New
168	PRCM Pine River Capital Management Minnetonka, Minnesota	$33.8M	+$36.8M	5	0.5%	New
169	FIM FourPoints Investment Managers Paris, France	$33.7M	+$29.7M	1	3.37%	New
170	DS Dudley & Shanley Palm Beach, Florida	$33.6M	+$34.7M	2	7.83%	New
171	PAR Capital Management Boston, Massachusetts	$33.4M	+$35.6M	1	0.94%	New
172	Locust Wood Capital Advisers New York	$33.4M	+$29.4M	1	7.06%	New
173	Fred Alger Management New York	$33.3M	+$34.9M	3	0.2%	New
174	FA Friess Associates Greenville, Delaware	$33.3M	+$36.9M	1	2.61%	New
175	Northern Trust Company of Connecticut Stamford, Connecticut	$33M	+$33.1M	16	0.22%	New