← 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	TD Asset Management Toronto, Ontario, Canada	$89.2M	+$1.44M	10	0.1%	Increased
177	Silvercrest Asset Management New York	$88.3M	+$43M	2	0.6%	Increased
178	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$87.1M	-$59.6M	12	0.21%	Reduced
179	ACI AMP Capital Investors Sydney, Australia	$86.8M	-$15M	10	0.43%	Reduced
180	Marshall Wace North America New York	$86.6M	-$31.9M	11	0.36%	Reduced
181	Artemis Investment Management Edinburgh, United Kingdom	$86.2M	+$27.5M	4	0.82%	Increased
182	Duff & Phelps Investment Management Chicago, Illinois	$84.6M	+$1.13M	1	1.16%	Increased
183	Eagle Asset Management St Petersburg, Florida	$83.2M	-$21.6M	5	0.37%	Reduced
184	Comerica Bank Dallas, Texas	$82.8M	+$9.58M	16	0.49%	Increased
185	Bridgeway Capital Management Houston, Texas	$82.7M	+$3.02M	11	1.55%	Increased
186	Horizon Kinetics Asset Management New York	$82.6M	-$2.9M	4	1.87%	Reduced
187	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$82.3M	+$72.7M	2	1.6%	New
188	Aberdeen Group Edinburgh, United Kingdom	$81M	+$26.3M	6	0.18%	Increased
189	AIG American International Group New York	$80.9M	-$793K	26	0.28%	Reduced
190	Peregrine Capital Management Minneapolis, Minnesota	$78.7M	-$7.78M	5	1.46%	Reduced
191	NPIC Neumeier Poma Investment Counsel Carmel, California	$78.6M	-$13.7M	2	4.71%	Reduced
192	SSM Sound Shore Management Greenwich, Connecticut	$78.1M	-$20.9M	1	2.28%	Reduced
193	Raymond James Financial Services Advisors St. Petersburg, Florida	$77.9M	+$8.37M	15	0.18%	Increased
194	William Blair Investment Management Chicago, Illinois	$77.7M	-$3.02M	4	0.25%	Reduced
195	Railway Pension Investments London, United Kingdom	$76.8M	+$21.6M	4	0.71%	Increased
196	Epoch Investment Partners New York	$75.7M	+$14.1M	2	0.35%	Increased
197	Squarepoint New York	$74.5M	-$16.9M	16	0.44%	Reduced
198	Baird Financial Group Milwaukee, Wisconsin	$73.9M	+$13.7M	10	0.21%	Increased
199	NIG NFJ Investment Group Dallas, Texas	$73.1M	+$64.7M	4	1.47%	New
200	RIM Ranger Investment Management Dallas, Texas	$72.7M	+$5.96M	2	4%	Increased