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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	Jump Financial Chicago, Illinois	$35.3M	+$7.02M	14	0.72%	Increased
402	RIM Ranger Investment Management Dallas, Texas	$35.1M	+$1.11M	2	2.25%	Increased
403	Ingalls & Snyder LLC New York	$34.9M	-$460K	3	1.36%	Reduced
404	Artemis Investment Management Edinburgh, United Kingdom	$34.4M	-$8.87M	3	0.52%	Reduced
405	CIBC World Market Toronto, Ontario, Canada	$34.4M	+$5.18M	10	0.07%	Increased
406	GPC Guardian Point Capital Charlottesville, Virginia	$34.3M	$0	1	10.14%	Maintained
407	Trexquant Investment Stamford, Connecticut	$34.3M	-$4.9M	8	0.43%	Reduced
408	Blackstone Inc New York	$33.8M	-$10.4M	1	0.15%	Reduced
409	HA Heartland Advisors Milwaukee, Wisconsin	$33.7M	+$1.65M	3	1.77%	Increased
410	FCM Forager Capital Management Birmingham, Alabama	$33.7M	-$189K	2	13.26%	Reduced
411	Engineers Gate Manager New York	$33.7M	+$3.34M	17	0.66%	Increased
412	Dana Investment Advisors Waukesha, Wisconsin	$33.5M	-$2.15M	4	1.11%	Reduced
413	Guggenheim Capital Chicago, Illinois	$33.2M	-$8.4M	12	0.23%	Reduced
414	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$33.1M	-$5.57M	5	2.19%	Reduced
415	Czech National Bank Prague, Czech Republic	$32.9M	+$1.57M	4	0.33%	Increased
416	F.L. Putnam Investment Management Lynnfield, Massachusetts	$32.7M	-$4.35M	3	0.59%	Reduced
417	Första AP-fonden Stockholm, Sweden	$32.6M	+$3.9M	4	0.25%	Increased
418	SL SIB LLC New York, New York	$32.3M	$0	4	15.82%	Maintained
419	Mizuho Markets Americas New York	$32.2M	+$2.92M	1	0.66%	Increased
420	UniSuper Management Melbourne, Victoria, Australia	$32M	-$6.73M	8	0.24%	Reduced
421	J. Safra Sarasin Holding	$31.6M	+$1.34M	2	0.55%	Increased
422	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$31.5M	-$10.4M	16	0.16%	Reduced
423	BRIM Broad Run Investment Management Arlington, Virginia	$31.3M	-$759K	1	3.78%	Reduced
424	CA CapWealth Advisors Franklin, Tennessee	$31.3M	-$339K	1	3.4%	Reduced
425	Utah Retirement Systems Salt Lake City, Utah	$31M	-$230K	6	0.35%	Reduced