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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

Homebuilders Home & Garden Retail

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	AE Wealth Management Topeka, Kansas	$279M	+$64.7M	32	1.3%	Increased
352	SEB Asset Management Stockholm,	$277M	-$13.6M	27	1.04%	Reduced
353	&Partners Nashville, Tennessee	$275M	+$9.03M	53	1.13%	Increased
354	Cincinnati Financial Corp Fairfield, Ohio	$275M	$0	3	5.26%	Maintained
355	Amalgamated Bank New York	$271M	-$18.1M	82	1.88%	Reduced
356	Maverick Capital Dallas, Texas	$271M	+$64M	2	2.39%	Increased
357	Vaughan Nelson Investment Management Houston, Texas	$269M	-$271M	7	2.38%	Reduced
358	IEQ Capital Foster City, California	$267M	-$13.5M	61	1.23%	Reduced
359	Resona Asset Management Koto-Ku,tokyo, Japan	$266M	-$21.3M	23	1.25%	Reduced
360	State of Michigan Retirement System Lansing, Michigan	$266M	-$6.08M	41	1.18%	Reduced
361	SB Investment Advisers (UK) London, United Kingdom	$265M	-$4.16M	1	3.46%	Reduced
362	Illinois Municipal Retirement Fund Oak Brook, Illinois	$264M	-$3.24M	63	2.98%	Reduced
363	Findlay Park Partners London, United Kingdom	$263M	+$74.8M	3	3.56%	Increased
364	Evercore Wealth Management New York	$263M	-$4.64M	7	3.72%	Reduced
365	FTCM First Trust Capital Management Chicago, Illinois	$262M	+$148M	2	15.27%	Increased
366	Maple Rock Capital Partners Toronto, Ontario, Canada	$262M	+$85.4M	3	5.13%	Increased
367	PP Pertento Partners London, United Kingdom	$261M	-$21.5M	3	14.07%	Reduced
368	SSM Sound Shore Management Greenwich, Connecticut	$260M	+$21.8M	3	8%	Increased
369	Granahan Investment Management Waltham, Massachusetts	$259M	+$754K	4	9.21%	Increased
370	SM Senvest Management New York	$258M	-$26.3M	4	7.56%	Reduced
371	Trian Fund Management New York	$258M	$0	1	6.09%	Maintained
372	GHP Great Hill Partners Boston, Massachusetts	$258M	$0	1	100%	Maintained
373	MML Investors Services Springfield, Massachusetts	$256M	+$35.4M	55	0.52%	Increased
374	HMCP Hook Mill Capital Partners New York	$256M	-$25.4M	9	23.72%	Reduced
375	BCM Basswood Capital Management New York	$254M	-$12.1M	13	10.12%	Reduced