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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
376	QS Investors New York	$9.61M	+$5.38M	13	0.08%	Increased
377	UBS O'Connor Chicago, Illinois	$9.53M	-$8.09M	3	0.21%	Reduced
378	OMC Oasis Management Company Grand Cayman, Cayman Islands	$9.49M	+$3.39M	2	9.11%	Increased
379	ProShare Advisors Bethesda, Maryland	$9.41M	-$1.09M	12	0.12%	Reduced
380	Atalanta Sosnoff Capital New York	$9.41M	-$1.8M	1	0.31%	Reduced
381	PCM Penn Capital Management Philadelphia, Pennsylvania	$9.3M	-$939K	4	0.53%	Reduced
382	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.27M	+$352K	7	0.34%	Increased
383	CG Clinton Group New York	$9.25M	-$4.61M	4	0.41%	Reduced
384	SIA SeaBridge Investment Advisors Summit, New Jersey	$9.1M	-$3.27M	2	2.3%	Reduced
385	MSR Main Street Research Lakeville, Connecticut	$9.08M	+$8.8M	1	1.88%	New
386	R.M. Davis Inc Portland, Maine	$9.08M	+$4.55M	1	0.45%	Increased
387	Natixis Paris, France	$9.07M	+$8.76M	2	0.17%	New
388	D.A. Davidson & Co Great Falls, Montana	$9.05M	+$65.2K	9	0.27%	Increased
389	HCM Hollencrest Capital Management Newport Beach, California	$9.02M	+$8.86M	1	1.39%	New
390	Oregon Public Employees Retirement Fund Tigard, Oregon	$9M	-$265K	7	0.2%	Reduced
391	Clark Capital Management Group Philadelphia, Pennsylvania	$8.94M	+$2.21M	3	0.58%	Increased
392	Andra AP-fonden Goteborg, Sweden	$8.88M	+$134K	4	0.23%	Increased
393	Gulf International Bank (UK) London, United Kingdom	$8.79M	+$69K	4	0.15%	Increased
394	Palisade Capital Management Fort Lee, New Jersey	$8.78M	-$55K	6	0.32%	Reduced
395	Virtu KCG Holdings New York	$8.73M	-$6.1M	10	0.18%	Reduced
396	Thompson Siegel & Walmsley Richmond, Virginia	$8.72M	+$279K	5	0.14%	Increased
397	SRC Shufro Rose & Co New York	$8.68M	-$154K	2	0.96%	Reduced
398	ACM Addison Clark Management Stamford, Connecticut	$8.68M	-$1.11M	1	13.69%	Reduced
399	NGA New Generation Advisors Manchester, Massachusetts	$8.66M	-$389K	2	5.47%	Reduced
400	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$8.65M	-$4.33M	2	0.08%	Reduced