← All themes

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
476	M&G plc London, United Kingdom	$189M	-$73.2M	7	0.94%	Reduced
477	Jensen Investment Management Lake Oswego, Oregon	$189M	-$28.4M	3	4.57%	Reduced
478	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$189M	+$34.7M	9	9.55%	Increased
479	Advisors Capital Management Ridgewood, New Jersey	$189M	+$6.76M	18	2%	Increased
480	Erste Asset Management Vienna, Austria	$188M	+$15.6M	17	1.46%	Increased
481	Kennedy Capital Management St Louis, Missouri	$188M	-$21.3M	19	3.33%	Reduced
482	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$188M	+$104M	4	15.7%	Increased
483	Bridgeway Capital Management Houston, Texas	$187M	+$25.7M	44	3.29%	Increased
484	OP Asset Management Helsinki,	$187M	-$24.5M	37	2%	Reduced
485	Ceredex Value Advisors Orlando, Florida	$187M	+$68.1M	8	5.27%	Increased
486	RC RDST Capital Seattle, Washington	$185M	+$58.4M	2	15.33%	Increased
487	Jain Global New York	$184M	+$29.6M	42	0.73%	Increased
488	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$184M	-$136M	18	0.56%	Reduced
489	ING Group Amsterdam, Netherlands	$183M	-$179M	14	0.9%	Reduced
490	Atreides Management Boston, Massachusetts	$183M	-$129M	3	1.28%	Reduced
491	Arbejdsmarkedets Tillaegspension Hilleroed,	$181M	+$18.9M	6	3.94%	Increased
492	Cartenna Capital Stamford, Connecticut	$180M	+$45.8M	2	4.29%	Increased
493	Acadian Asset Management Boston, Massachusetts	$179M	+$79.6M	41	0.21%	Increased
494	MCIL MFF Capital Investments Ltd Sydney,	$179M	$0	2	10.88%	Maintained
495	Macquarie Group Sydney, NSW 2000, Australia	$179M	-$2.21M	28	0.77%	Reduced
496	AAM ACK Asset Management Greenwich, Connecticut	$179M	+$14.3M	4	20.92%	Increased
497	Clark Capital Management Group Philadelphia, Pennsylvania	$179M	-$11.4M	9	0.97%	Reduced
498	ABN AMRO Investment Solutions Paris Cedex 008,	$178M	-$6.4M	20	1.54%	Reduced
499	HCC Hill City Capital Boston, Massachusetts	$177M	+$2.25M	2	4.14%	Increased
500	Steward Partners Investment Advisory New York	$177M	+$8.98M	100	0.9%	Increased