← 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	CAM ClariVest Asset Management San Diego, California	$65.8M	+$3.31M	9	1.65%	Increased
152	Jupiter Investment Management London, United Kingdom	$65.6M	+$15.8M	2	0.93%	Increased
153	Seizert Capital Partners Birmingham, Michigan	$64.3M	+$7.97M	1	2.28%	Increased
154	Todd Asset Management Louisville, Kentucky	$63.8M	+$9.91M	2	1.84%	Increased
155	Winton Group London, United Kingdom	$62.6M	+$16M	3	1.7%	Increased
156	Public Employees Retirement Association of Colorado Denver, Colorado	$61.5M	+$2.04M	15	0.47%	Increased
157	Fidelity International Hamilton, Bermuda	$60.2M	+$14.6M	2	0.17%	Increased
158	MDSL M.D. Sass LLC New York	$59.9M	-$10.7M	1	3.12%	Reduced
159	Frontier Capital Management Boston, Massachusetts	$59.8M	+$2.86M	1	0.44%	Increased
160	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$58.4M	$0	2	0.7%	Maintained
161	SIM Sadoff Investment Management Milwaukee, Wisconsin	$57.7M	+$791K	2	5.52%	Increased
162	SEI Investments Oaks, Pennsylvania	$56.8M	+$2.91M	17	0.25%	Increased
163	AGF Investments Inc Toronto, Ontario, Canada	$56.8M	-$1.52M	2	0.62%	Reduced
164	CC Carlson Capital Dallas, Texas	$55.5M	-$1.75M	3	0.71%	Reduced
165	HA Heartland Advisors Milwaukee, Wisconsin	$53.8M	+$18.5M	5	3.28%	Increased
166	CC Cannell & Co New York	$53.6M	+$1.54M	4	1.89%	Increased
167	SFM Systematic Financial Management Teaneck, New Jersey	$52.7M	+$172K	3	0.93%	Increased
168	Rothschild & Co Asset Management US Stamford, Connecticut	$52.6M	+$6.68M	2	0.6%	Increased
169	Eagle Asset Management St Petersburg, Florida	$52.2M	+$15M	2	0.33%	Increased
170	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$52M	+$3.77M	14	0.29%	Increased
171	D.E. Shaw & Co New York	$50.9M	-$52.1M	11	0.09%	Reduced
172	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$50.6M	+$2.94M	4	0.14%	Increased
173	APG Asset Management Amsterdam, Netherlands	$50.3M	-$6.28M	4	0.09%	Reduced
174	AIG American International Group New York	$50.1M	+$322K	23	0.18%	Increased
175	Calamos Advisors Naperville, Illinois	$50M	+$6.83M	3	0.39%	Increased