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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
676	Martingale Asset Management Boston, Massachusetts	$108M	-$4.02M	27	2.55%	Reduced
677	MC Maren Capital Chicago, Illinois	$107M	+$494K	1	4.98%	Increased
678	Polar Asset Management Partners Toronto, Ontario, Canada	$107M	+$15.3M	8	1.77%	Increased
679	RH RenaissanceRe Holdings Pembroke, Bermuda	$107M	$0	1	25.41%	Maintained
680	ASR Vermogensbeheer Utrecht, Netherlands	$106M	+$22.8M	13	1.1%	Increased
681	SCM Sone Capital Management New York	$106M	-$31.6M	10	8.08%	Reduced
682	Allstate Corporation Northbrook, Illinois	$106M	-$12.8M	59	1.05%	Reduced
683	Winton Group London, United Kingdom	$106M	-$21.4M	38	3.42%	Reduced
684	EIA Edgemoor Investment Advisors Bethesda, Maryland	$105M	-$962K	6	7.16%	Reduced
685	Copeland Capital Management Conshohocken, Pennsylvania	$104M	+$9.95M	8	2.14%	Increased
686	Concurrent Investment Advisors Tampa, Florida	$104M	+$15.8M	39	0.89%	Increased
687	Ancora Advisors Cleveland, Ohio	$104M	+$1.93M	38	2%	Increased
688	Homestead Advisers Arlington, Virginia	$104M	+$264K	3	2.58%	Increased
689	Ingalls & Snyder LLC New York	$104M	-$875K	17	2.83%	Reduced
690	HAM HoldCo Asset Management Fort Lauderdale, Florida	$103M	$0	2	6.61%	Maintained
691	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$103M	-$14M	1	4.67%	Reduced
692	Soros Fund Management New York	$103M	-$824K	6	1.26%	Reduced
693	Waverly Advisors Birmingham, Alabama	$103M	-$4.07M	33	0.6%	Reduced
694	Merit Financial Group Alpharetta, Georgia	$103M	+$16.9M	50	0.63%	Increased
695	SC Shellback Capital Boston, Massachusetts	$102M	+$84.4M	6	8.96%	Increased
696	Horizon Investments Charlotte, North Carolina	$102M	-$11.1M	42	1.11%	Reduced
697	Elo Mutual Pension Insurance Espoo, Finland	$101M	+$9.65M	26	1.3%	Increased
698	CC Clearline Capital New York	$100M	+$10.2M	10	5.99%	Increased
699	CCM Cinctive Capital Management New York	$100M	+$22.3M	17	3.69%	Increased
700	PHAM Pacific Heights Asset Management San Francisco, California	$100M	+$3.64M	4	3.18%	Increased