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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
326	EP Elkfork Partners Portland, Oregon	$18.7M	-$5.24M	9	0.46%	Reduced
327	SGI Summit Global Investments Bountiful, Utah	$18.6M	-$4.5M	2	2.34%	Reduced
328	MLICM Metropolitan Life Insurance Company (MetLife) New York	$18.5M	+$321K	20	0.31%	Increased
329	MSA Mason Street Advisors Milwaukee, Wisconsin	$18.5M	+$278K	13	0.39%	Increased
330	Chartwell Investment Partners Berywn, Pennsylvania	$18.5M	-$787K	3	0.6%	Reduced
331	BBCM Broad Bay Capital Management New York	$18.4M	+$1.42M	1	6.13%	Increased
332	Heritage Wealth Advisors Richmond, Virginia	$18.3M	+$137K	2	2.8%	Increased
333	SAM Securian Asset Management St Paul, Minnesota	$18.3M	+$1.13M	8	0.42%	Increased
334	SGAM Smith Group Asset Management Dallas, Texas	$18.3M	+$17.4M	1	0.61%	Increased
335	Lord, Abbett & Co Jersey City, New Jersey	$18.2M	+$4.92M	2	0.06%	Increased
336	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$18.2M	+$3.06M	1	0.72%	Increased
337	ZDA Zweig-DiMenna Associates New York	$18.2M	-$714K	3	1.73%	Reduced
338	Walleye Trading New York	$18.2M	+$5.25M	10	0.16%	Increased
339	Acadian Asset Management Boston, Massachusetts	$18.1M	+$8.89M	11	0.09%	Increased
340	KLWA Kelly Lawrence W & Associates Pasadens, California	$18.1M	-$190K	1	3.08%	Reduced
341	Pacer Advisors Malvern, Pennsylvania	$18M	+$5.32M	8	0.44%	Increased
342	OAM Oxford Asset Management Oxford, United Kingdom	$17.9M	+$6.24M	7	0.39%	Increased
343	TI Trigran Investments Northbrook, Illinois	$17.9M	-$751K	1	2.98%	Reduced
344	Truist Financial Charlotte, North Carolina	$17.7M	-$514K	3	0.31%	Reduced
345	SRC Shufro Rose & Co New York	$17.7M	-$127K	3	1.72%	Reduced
346	CRCP Copper Rock Capital Partners Boston, Massachusetts	$17.6M	+$3.23M	1	1.3%	Increased
347	Sculptor Capital New York	$17.5M	-$1.47M	2	0.09%	Reduced
348	Zurich Cantonal Bank Zurich, Switzerland	$17.5M	+$4.23M	21	0.15%	Increased
349	Burney Company Reston, Virginia	$17.4M	+$3.96M	4	1.06%	Increased
350	Handelsbanken Fonder Stockholm, Sweden	$17.3M	+$2.72M	1	0.32%	Increased