← 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	$69.3M	-$1.53M	8	1.68%	Reduced
152	Todd Asset Management Louisville, Kentucky	$68.6M	-$2.73M	2	1.96%	Reduced
153	Fidelity International Hamilton, Bermuda	$67.5M	+$4.84M	2	0.19%	Increased
154	Glenmede Trust Philadelphia, Pennsylvania	$65.8M	$0	9	0.31%	Maintained
155	CC Cannell & Co New York	$64.7M	+$6.16M	4	2.23%	Increased
156	Public Employees Retirement Association of Colorado Denver, Colorado	$64.5M	-$44.4K	15	0.47%	Reduced
157	Seizert Capital Partners Birmingham, Michigan	$64.2M	-$3.22M	1	2.32%	Reduced
158	MAMNY Marathon Asset Management (New York) New York	$63.5M	+$65.6M	1	12.6%	New
159	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$63.4M	+$6.33M	2	0.1%	Increased
160	SFM Systematic Financial Management Teaneck, New Jersey	$62.6M	+$4.54M	3	1.16%	Increased
161	CI Investments Inc Toronto, Ontario, Canada	$61.9M	+$62.7M	2	0.67%	New
162	Korea Investment Corp Seoul, South Korea	$61.8M	+$18.1M	5	0.29%	Increased
163	Ruffer LLP London, United Kingdom	$61.5M	-$22.9M	1	2.98%	Reduced
164	Jennison Associates New York	$61.5M	-$43.1M	2	0.07%	Reduced
165	AGF Investments Inc Toronto, Ontario, Canada	$61M	-$632K	2	0.7%	Reduced
166	SIM Sadoff Investment Management Milwaukee, Wisconsin	$60.8M	+$776K	2	5.76%	Increased
167	HA Heartland Advisors Milwaukee, Wisconsin	$60.1M	-$119K	4	3.87%	Reduced
168	Eagle Asset Management St Petersburg, Florida	$59.5M	+$4.91M	2	0.36%	Increased
169	ESCM Echo Street Capital Management New York	$59M	+$25.4M	2	2.19%	Increased
170	AIG American International Group New York	$58.4M	+$2.74M	24	0.21%	Increased
171	CP Covalent Partners Concord, Massachusetts	$58M	-$41.7M	6	27.47%	Reduced
172	APG Asset Management Amsterdam, Netherlands	$53.8M	+$902K	5	0.1%	Increased
173	QIM Quantitative Investment Management Charlottesville, Virginia	$52.9M	-$22.2M	9	0.8%	Reduced
174	MDSL M.D. Sass LLC New York	$52.6M	-$9.46M	1	3.44%	Reduced
175	SEI Investments Oaks, Pennsylvania	$52.6M	-$6.78M	19	0.21%	Reduced