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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
326
Walleye Capital
Walleye Capital
New York
$323M -$58.3M 62 1.15% Reduced
327
Calamos Advisors
Calamos Advisors
Illinois
$320M -$18.9M 7 1.06% Reduced
328
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$320M -$45.7M 57 1.91% Reduced
329
Sarasin & Partners
Sarasin & Partners
United Kingdom
$319M +$3.94M 3 3.73% Increased
330
Trexquant Investment
Trexquant Investment
Connecticut
$317M +$14M 53 1.87% Increased
331
Swiss Life Asset Management
Swiss Life Asset Management
$316M +$14.2M 69 1.31% Increased
332
Silvercrest Asset Management
Silvercrest Asset Management
New York
$315M -$28M 25 2.06% Reduced
333
FC
Finepoint Capital
Massachusetts
$313M +$79.2M 1 11.18% Increased
334
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$312M -$5.34M 115 0.97% Reduced
335
DnB Asset Management
DnB Asset Management
Norway
$312M +$4.11M 58 0.87% Increased
336
Welch & Forbes
Welch & Forbes
Massachusetts
$308M -$5.4M 10 3.75% Reduced
337
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$306M -$6.87M 57 0.81% Reduced
338
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$303M +$5.98M 24 7.1% Increased
339
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$303M -$2.46M 21 2.09% Reduced
340
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$303M +$38.1M 4 2.23% Increased
341
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$302M +$2.95M 81 2.06% Increased
342
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$300M +$4.25M 6 0.71% Increased
343
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$298M -$81.4M 18 0.37% Reduced
344
HB Wealth Management
HB Wealth Management
Georgia
$297M +$2.25M 57 1.66% Increased
345
CI Investments Inc
CI Investments Inc
Ontario, Canada
$295M +$53.2M 22 0.95% Increased
346
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$291M -$10.4M 1 4.49% Reduced
347
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$290M +$107M 37 1.28% Increased
348
SHIM
Spruce House Investment Management
New York
$283M +$22.8M 2 8.32% Increased
349
Scotia Capital
Scotia Capital
Ontario, Canada
$283M +$12.3M 14 1.06% Increased
350
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$281M +$10.7M 122 2.11% Increased