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Housing & Home Improvement

Housing sets off a long chain of spending — land, construction, materials, appliances, financing, and everything bought after moving in. Interest rates control the whole sequence.

223 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Credit Agricole
Credit Agricole
France
$423M +$172M 30 0.86% Increased
277
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$419M -$115M 6 9.12% Reduced
278
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$416M -$29.5M 70 1.42% Reduced
279
Osaic Holdings
Osaic Holdings
Arizona
$412M +$6.71M 137 0.48% Increased
280
Davis Selected Advisers
Davis Selected Advisers
Arizona
$412M -$6.06M 3 1.77% Reduced
281
Chilton Investment Company
Chilton Investment Company
Connecticut
$411M -$119M 6 9.86% Reduced
282
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$408M -$195K 34 10.12% Reduced
283
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$402M +$79.5M 12 2.02% Increased
284
Glenmede Trust
Glenmede Trust
Pennsylvania
$399M -$12.6M 40 1.76% Reduced
285
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$398M +$28.4M 11 6.67% Increased
286
First Pacific Advisors
First Pacific Advisors
California
$397M -$5.96M 2 4.9% Reduced
287
Tocqueville Asset Management
Tocqueville Asset Management
New York
$395M +$815K 11 5.23% Increased
288
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$394M +$34M 60 0.86% Increased
289
Empowered Funds
Empowered Funds
Pennsylvania
$392M -$76.6M 90 2.07% Reduced
290
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$388M -$6.39M 79 1.15% Reduced
291
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$387M +$55.4M 32 0.57% Increased
292
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$386M -$5.34M 22 4.58% Reduced
293
Chevy Chase Trust
Chevy Chase Trust
Maryland
$384M -$8.8M 16 0.99% Reduced
294
Confluence Investment Management
Confluence Investment Management
Missouri
$379M -$10M 11 5.92% Reduced
295
Channing Capital Management
Channing Capital Management
Illinois
$378M +$64.5M 6 8.7% Increased
296
Cooperman Leon G
Cooperman Leon G
$375M +$681K 3 10.58% Increased
297
Lazard Asset Management
Lazard Asset Management
New York
$373M -$106M 44 0.56% Reduced
298
CCM
Coliseum Capital Management
Connecticut
$368M +$44.6M 2 31.69% Increased
299
PTC
Provident Trust Company
Wisconsin
$368M +$24.1M 2 7.72% Increased
300
Madison Asset Management
Madison Asset Management
Wisconsin
$367M +$12.7M 8 4.38% Increased