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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
401	MAI Capital Management Independence, Ohio	$16.8M	+$15.7M	6	0.32%	Increased
402	TD Waterhouse Canada Toronto, Ontario, Canada	$16.7M	+$6.14M	11	0.19%	Increased
403	ACM AlphaCrest Capital Management New York	$16.6M	-$5.86M	13	0.8%	Reduced
404	Bank of Nova Scotia Toronto, Ontario, Canada	$16.6M	-$3.37M	7	0.04%	Reduced
405	HCM Harspring Capital Management New York	$16.5M	+$3.38M	1	3.7%	Increased
406	MFWM Motley Fool Wealth Management Alexandria, Virginia	$16.5M	-$950K	1	1.04%	Reduced
407	US Bancorp Minneapolis, Minnesota	$16.4M	-$1.05M	25	0.03%	Reduced
408	MCM Maltese Capital Management New York	$16.3M	-$275K	3	3.51%	Reduced
409	Aristeia Capital Greenwich, Connecticut	$16.2M	+$1.47M	1	0.29%	Increased
410	Crossmark Global Holdings Houston, Texas	$16.1M	-$438K	8	0.42%	Reduced
411	RIM Ranger Investment Management Dallas, Texas	$16M	-$28.7M	2	1.21%	Reduced
412	R.M. Davis Inc Portland, Maine	$15.9M	-$1.01M	2	0.44%	Reduced
413	EIA Edgemoor Investment Advisors Bethesda, Maryland	$15.8M	-$1.52M	1	2%	Reduced
414	Tudor Investment Corp Stamford, Connecticut	$15.8M	+$2.82M	11	0.41%	Increased
415	Regions Financial Corp Birmingham, Alabama	$15.7M	-$326K	5	0.15%	Reduced
416	CIM Cambria Investment Management Manhattan Beach, California	$15.5M	+$1.61M	4	2.01%	Increased
417	FFA First Foundation Advisors Irvine, California	$15.4M	+$1.43M	1	0.68%	Increased
418	LMR Partners London, United Kingdom	$15.3M	+$9.75M	5	0.26%	Increased
419	Acadian Asset Management Boston, Massachusetts	$15.3M	-$18.7M	8	0.08%	Reduced
420	Walleye Capital New York	$15.1M	-$4.35M	7	0.42%	Reduced
421	AP Archon Partners Princeton Junction, New Jersey	$15.1M	$0	1	2.65%	Maintained
422	EP Edgestream Partners Princeton, New Jersey	$14.9M	-$1.88M	6	1.18%	Reduced
423	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.8M	+$248K	15	0.39%	Increased
424	Rockefeller Capital Management New York	$14.6M	+$5.82M	24	0.08%	Increased
425	Ninety One (UK) London, United Kingdom	$14.5M	-$1.47M	1	0.04%	Reduced