← 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
176	MDSL M.D. Sass LLC New York	$47.3M	+$21.5M	1	2.67%	Increased
177	BNP Paribas Financial Markets Paris, France	$46.6M	+$999K	23	0.19%	Increased
178	Becker Capital Management Portland, Oregon	$46.6M	-$39.2K	1	1.82%	Reduced
179	VOYA Investment Management Atlanta, Georgia	$46.6M	-$1.31M	20	0.09%	Reduced
180	Rothschild & Co Asset Management US Stamford, Connecticut	$46.2M	-$1.91M	2	0.79%	Reduced
181	Todd Asset Management Louisville, Kentucky	$46.2M	-$1.05M	1	1.4%	Reduced
182	Frontier Capital Management Boston, Massachusetts	$46M	-$6.41M	1	0.37%	Reduced
183	Brandywine Global Investment Management Philadelphia, Pennsylvania	$45.9M	+$238K	16	0.3%	Increased
184	CC Cannell & Co New York	$45.5M	+$1.88M	3	1.65%	Increased
185	GA GRS Advisors Chicago, Illinois	$45.4M	+$2.36M	2	10.98%	Increased
186	MIM Miller Investment Management West Conshohocken, Pennsylvania	$44.8M	-$577K	2	16%	Reduced
187	SEI Investments Oaks, Pennsylvania	$44M	-$3.96M	19	0.22%	Reduced
188	Barclays London, United Kingdom	$43.9M	-$895K	25	0.05%	Reduced
189	APG Asset Management US New York	$43.3M	+$43.3M	1	0.34%	New
190	CAM ClariVest Asset Management San Diego, California	$42.6M	+$3.33M	7	1.24%	Increased
191	AIG American International Group New York	$42.4M	-$322K	23	0.17%	Reduced
192	Shinko Asset Management Company Tokyo, Japan	$42.2M	+$22.3M	7	0.29%	Increased
193	Susquehanna International Group Bala Cynwyd, Pennsylvania	$41.6M	-$12.8M	10	0.02%	Reduced
194	Retirement Systems of Alabama Montgomery, Alabama	$41.5M	-$6.18M	7	0.24%	Reduced
195	Jacobs Levy Equity Management Florham Park, New Jersey	$41.4M	+$16.4M	4	0.74%	Increased
196	TSAM Trinity Street Asset Management London, United Kingdom	$40.2M	+$388K	1	6.99%	Increased
197	Canada Life Winnipeg, Manitoba, Canada	$40.2M	+$446K	19	0.12%	Increased
198	Gotham Asset Management New York	$39.8M	+$19.1M	5	0.52%	Increased
199	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$39.5M	+$9M	14	0.24%	Increased
200	BlackRock Japan Tokyo, Japan	$39.4M	+$402K	6	0.13%	Increased