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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
451	Third Point New York	$202M	+$22M	1	4.31%	Increased
452	PCM Parsifal Capital Management Greenwich, Connecticut	$201M	-$16.5M	3	24.3%	Reduced
453	Saturna Capital Bellingham, Washington	$201M	+$31.4M	7	2.45%	Increased
454	Gates Capital Management New York	$200M	+$20.8M	2	4.81%	Increased
455	IFM Investors Melbourne, Australia	$200M	+$16.3M	19	1.33%	Increased
456	Sanctuary Advisors Indianapolis, Indiana	$199M	-$2.48M	65	0.92%	Reduced
457	EP Edgestream Partners Princeton, New Jersey	$199M	+$23.4M	32	5.91%	Increased
458	Capital International Inc Los Angeles, California	$198M	-$11.7M	9	1.39%	Reduced
459	Jupiter Asset Management London, United Kingdom	$198M	-$17.6M	14	0.98%	Reduced
460	AG Avala Global New York	$198M	+$20.2M	2	7.29%	Increased
461	LGT Group Foundation Vaduz, Liechtenstein	$197M	+$5.7M	7	2.24%	Increased
462	Disciplined Growth Investors Minneapolis, Minnesota	$197M	+$1.32M	4	3.34%	Increased
463	Nicholas Company Milwaukee, Wisconsin	$197M	-$5.45M	6	3.6%	Reduced
464	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$196M	+$16.7M	2	10.98%	Increased
465	Sterling Capital Management Charlotte, North Carolina	$196M	-$31M	121	3.32%	Reduced
466	Vanguard Personalized Indexing Management Oakland, California	$195M	+$3.44M	88	1.6%	Increased
467	Engineers Gate Manager New York	$195M	-$35.4M	77	2.53%	Reduced
468	Vident Advisory Alpharetta, Georgia	$195M	+$27.4M	58	1.41%	Increased
469	Yousif Capital Management Bloomfield Hills, Michigan	$194M	-$13.8M	79	2.17%	Reduced
470	Eventide Asset Management Boston, Massachusetts	$193M	+$6.42M	13	2.58%	Increased
471	QRG Capital Management Chicago, Illinois	$191M	+$9.79M	47	1.57%	Increased
472	Great Lakes Advisors Chicago, Illinois	$191M	-$7.21M	26	1.45%	Reduced
473	Sequoia Financial Advisors Akron, Ohio	$190M	-$16.8M	64	0.95%	Reduced
474	AGF Management Toronto, Ontario, Canada	$190M	-$16.8M	12	0.74%	Reduced
475	ML MTCO Ltd Nassau,	$189M	$0	1	69.69%	Maintained