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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	Soros Fund Management New York	$28.3M	+$18.5M	2	0.46%	Increased
277	Emerald Advisers Leola, Pennsylvania	$28.3M	-$198K	2	1.13%	Reduced
278	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$28.1M	+$12.5M	5	0.06%	Increased
279	BA Boston Advisors Boston, Massachusetts	$28M	-$5.18M	3	0.72%	Reduced
280	Voloridge Investment Management Jupiter, Florida	$28M	-$5.1M	6	0.66%	Reduced
281	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$27.9M	+$2.16M	1	0.66%	Increased
282	GC Gratia Capital Los Angeles, California	$27.7M	-$12.6M	2	8.38%	Reduced
283	GH GAM Holding Zurich, Switzerland	$27.6M	+$7.27M	10	0.98%	Increased
284	FP Foundry Partners Minneapolis, Minnesota	$27.5M	-$4.46M	3	1.17%	Reduced
285	Aberdeen Group Edinburgh, United Kingdom	$27M	+$4.46M	5	0.05%	Increased
286	WAM Winslow Asset Management Beachwood, Ohio	$27M	-$1.19M	2	5.18%	Reduced
287	MIM Montgomery Investment Management Rockville, Maryland	$26.8M	+$10.8M	4	11.27%	Increased
288	HT HAP Trading New York	$26.5M	-$25.8M	2	1.33%	Reduced
289	William Blair Investment Management Chicago, Illinois	$26.5M	-$5.71M	2	0.1%	Reduced
290	Peregrine Capital Management Minneapolis, Minnesota	$26.3M	-$6.28M	3	0.64%	Reduced
291	PAM Premier Asset Management Chicago, Illinois	$26.2M	+$15.1M	2	5.86%	Increased
292	Aviva London, United Kingdom	$26.1M	-$2.09M	5	0.16%	Reduced
293	QS Investors New York	$26M	-$880K	16	0.27%	Reduced
294	GW&K Investment Management Boston, Massachusetts	$25.9M	+$1.72M	1	0.44%	Increased
295	MAM Mark Asset Management New York	$25.8M	-$2.23M	4	6.9%	Reduced
296	MCM Matarin Capital Management New York	$25.6M	+$2.05M	2	1.92%	Increased
297	Clark Capital Management Group Philadelphia, Pennsylvania	$25.5M	+$6.24M	3	0.8%	Increased
298	Gateway Investment Advisers Cincinnati, Ohio	$25M	+$3.54M	6	0.22%	Increased
299	GA GRS Advisors Chicago, Illinois	$25M	+$9.13M	3	15.63%	Increased
300	BlueCrest Capital Management St Helier, Jersey	$24.9M	+$18.3M	16	0.77%	Increased