← 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	ZDA Zweig-DiMenna Associates New York	$59M	+$56.9M	6	5.84%	Increased
152	SIG Senator Investment Group New York	$58.9M	-$120M	1	1.64%	Reduced
153	C Consulta London, United Kingdom	$58.6M	+$10.9M	1	5.78%	Increased
154	Bridgeway Capital Management Houston, Texas	$58.5M	+$2.85M	10	0.78%	Increased
155	TD Asset Management Toronto, Ontario, Canada	$58.4M	+$4.51M	8	0.1%	Increased
156	Wedge Capital Management Charlotte, North Carolina	$58.3M	-$70.3M	3	0.72%	Reduced
157	USAA United Services Automobile Association San Antonio, Texas	$56.9M	-$8.6M	16	0.17%	Reduced
158	HSBC Holdings London, United Kingdom	$55.4M	+$301K	14	0.1%	Increased
159	Lord, Abbett & Co Jersey City, New Jersey	$54.3M	-$5.02M	4	0.2%	Reduced
160	Duff & Phelps Investment Management Chicago, Illinois	$54.2M	-$3.87M	1	0.91%	Reduced
161	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$54.1M	+$2.7M	3	15.56%	Increased
162	AIG American International Group New York	$52.8M	+$34.9K	25	0.22%	Increased
163	Eaton Vance Management Boston, Massachusetts	$52.7M	+$42.6M	5	0.14%	Increased
164	Todd Asset Management Louisville, Kentucky	$52.4M	-$10.4M	2	1.68%	Reduced
165	SEI Investments Oaks, Pennsylvania	$51.5M	+$6.71M	16	0.18%	Increased
166	Hamlin Capital Management New York	$51.3M	-$166K	1	2.39%	Reduced
167	Fuller & Thaler Asset Management San Mateo, California	$50.9M	+$4.48M	1	0.73%	Increased
168	HA Heartland Advisors Milwaukee, Wisconsin	$50.1M	+$8.28M	5	4.14%	Increased
169	DS Dudley & Shanley Palm Beach, Florida	$49.6M	-$180K	4	12.41%	Reduced
170	Natixis Paris, France	$49.4M	+$6.28M	4	0.41%	Increased
171	GTP Global Thematic Partners New York	$49.2M	-$6.54M	1	2.67%	Reduced
172	CGM Capital Growth Management Boston, Massachusetts	$48.6M	-$86.6M	3	3.04%	Reduced
173	Man Group London, United Kingdom	$48.1M	-$7.31M	12	0.21%	Reduced
174	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$47.5M	-$9.51M	14	0.65%	Reduced
175	Guggenheim Capital Chicago, Illinois	$47.5M	-$3.03M	12	0.4%	Reduced