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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
451	EIM Essex Investment Management Boston, Massachusetts	$6.27M	+$3.58M	4	1.07%	Increased
452	NAM NorthCoast Asset Management Greenwich, Connecticut	$6.22M	+$4.55M	2	0.53%	Increased
453	HHC Hutchin Hill Capital New York	$6.2M	-$11M	2	0.18%	Reduced
454	LA Leonetti & Associates Buffalo Grove, Illinois	$6.17M	+$113K	1	1.8%	Increased
455	Parallax Volatility Advisers San Francisco, California	$6.1M	-$1.79M	5	0.01%	Reduced
456	ExxonMobil Investment Management Irving, Texas	$5.99M	+$446K	3	0.14%	Increased
457	Trexquant Investment Stamford, Connecticut	$5.96M	-$4.28M	6	0.7%	Reduced
458	SIG Schaller Investment Group Winston Salem, North Carolina	$5.95M	$0	1	3.7%	Maintained
459	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.89M	-$731K	2	0.18%	Reduced
460	LSC Lesa Sroufe & Co Seattle, Washington	$5.81M	+$271K	2	5.66%	Increased
461	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.8M	-$73.7K	1	1%	Reduced
462	Axa Paris, France	$5.75M	+$1.05M	3	0.03%	Increased
463	Amalgamated Bank New York	$5.7M	+$491K	9	0.56%	Increased
464	Advisors Capital Management Ridgewood, New Jersey	$5.68M	-$46.9K	1	0.57%	Reduced
465	Zurich Insurance Group Zurich, Switzerland	$5.68M	+$1.17M	3	0.2%	Increased
466	GJL Gendell Jeffrey L	$5.66M	+$1.45M	2	1.07%	Increased
467	FVCM F&V Capital Management Boca Raton, Florida	$5.63M	-$146K	2	4.44%	Reduced
468	OCM Osterweis Capital Management San Francisco, California	$5.62M	-$17.1M	2	0.33%	Reduced
469	Global X Management Company New York	$5.61M	+$1.83M	3	0.35%	Increased
470	Stifel Financial St. Louis, Missouri	$5.6M	-$773K	10	0.03%	Reduced
471	SFM Systematic Financial Management Teaneck, New Jersey	$5.59M	+$4.57M	1	0.07%	New
472	MC Menta Capital San Francisco, California	$5.57M	+$1.41M	4	0.76%	Increased
473	FG Formula Growth Montreal, Quebec, Canada	$5.56M	+$5.22M	2	1.33%	New
474	AAP Ardsley Advisory Partners Stamford, Connecticut	$5.56M	+$4.96M	1	0.86%	New
475	FPA Fieldpoint Private Advisors New York	$5.51M	$0	2	3.91%	Maintained