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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
701
Capital Counsel
Capital Counsel
New York
$100M -$164K 1 3.9% Reduced
702
Dearborn Partners
Dearborn Partners
Illinois
$100M -$21M 8 5.64% Reduced
703
Arax Advisory Partners
Arax Advisory Partners
Colorado
$99.4M +$76.3M 130 0.66% Increased
704
True North Advisors
True North Advisors
Texas
$99.2M -$5.39M 6 9.48% Reduced
705
IAA
Ironsides Asset Advisors
North Carolina
$99M $0 1 23.2% Maintained
706
Kinetic Partners Management
Kinetic Partners Management
Florida
$98.7M -$38.1M 6 2.36% Reduced
707
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$98.5M +$30.8M 2 7.13% Increased
708
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$98.2M -$1.96M 9 2.44% Reduced
709
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$98M +$9.9M 3 0.52% Increased
710
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$97.7M -$209K 7 3.13% Reduced
711
Ossiam
Ossiam
France
$97.2M +$38.6M 28 1.29% Increased
712
Willis Investment Counsel
Willis Investment Counsel
Georgia
$97.2M +$7.52M 6 4.63% Increased
713
Gradient Investments
Gradient Investments
Minnesota
$97.1M +$18.1M 12 1.34% Increased
714
Caledonia Investments plc (UK)
Caledonia Investments plc (UK)
United Kingdom
$97.1M $0 1 10.99% Maintained
715
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$97M $0 3 2.36% Maintained
716
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$96.7M +$1.87M 6 2.59% Increased
717
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$96M +$49.2K 1 1.42% Increased
718
IHL
Investment House LLC
California
$95.8M -$12.3M 14 4.33% Reduced
719
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$95.4M -$173K 6 1.16% Reduced
720
HCP
Hardin Capital Partners
South Carolina
$95.1M +$729K 4 44.18% Increased
721
Logan Capital Management
Logan Capital Management
Pennsylvania
$95M +$84.5M 9 3.53% New
722
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$94.7M +$26.3M 3 3.95% Increased
723
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$94.7M +$12.9M 9 1.7% Increased
724
SG Capital Management
SG Capital Management
Illinois
$94.7M -$9.23M 8 7.82% Reduced
725
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$94.3M +$16.6M 2 6.45% Increased