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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
501	SI Shaker Investments Cleveland, Ohio	$4.63M	-$992K	2	3%	Reduced
502	SI Standard Investments New York	$4.58M	+$4.71M	1	0.29%	New
503	AP Archon Partners Princeton Junction, New Jersey	$4.54M	+$4.66M	1	1.21%	New
504	Andra AP-fonden Goteborg, Sweden	$4.5M	+$3.06M	3	0.1%	Increased
505	CAM CG Asset Management New York	$4.39M	-$664K	1	1.86%	Reduced
506	SC Sophrosyne Capital New York	$4.37M	+$171K	1	4.45%	Increased
507	CA Cumberland Advisors Sarasota, Florida	$4.36M	+$339K	1	2.79%	Increased
508	I.G. Investment Management Winnipeg, Manitoba, Canada	$4.36M	+$1.85M	3	0.01%	Increased
509	CCA Cobblestone Capital Advisors Rochester, New York	$4.34M	+$43.2K	1	0.81%	Increased
510	Cubist Systematic Strategies Stamford, Connecticut	$4.3M	+$4.05M	8	0.26%	New
511	Nippon Life Global Investors Americas New York	$4.28M	$0	2	0.4%	Maintained
512	ZAM Zevin Asset Management Boston, Massachusetts	$4.27M	-$274K	2	1.26%	Reduced
513	Schroder Investment Management Group London, United Kingdom	$4.26M	+$3.77M	3	0.01%	Increased
514	DSI Daiwa SB Investments Tokyo, Japan	$4.26M	+$1.93M	2	0.54%	Increased
515	ALPS Advisors Denver, Colorado	$4.25M	+$101K	7	0.04%	Increased
516	PCM Prelude Capital Management New York	$4.25M	+$895K	14	0.56%	Increased
517	BHTS Bar Harbor Trust Services Ellsworth, Maine	$4.22M	+$35.5K	2	1.8%	Increased
518	FTC Farmers Trust Company Youngstown, Ohio	$4.17M	-$33.4K	1	1.41%	Reduced
519	Emerald Advisers Leola, Pennsylvania	$4.17M	-$3.48M	2	0.23%	Reduced
520	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.16M	+$3.28M	5	0.34%	Increased
521	CAM Capstone Asset Management Houston, Texas	$4.16M	-$179K	8	0.13%	Reduced
522	MAM Mastrapasqua Asset Management Nashville, Tennessee	$4.16M	+$919K	1	0.96%	Increased
523	BCM Brigade Capital Management New York	$4.15M	+$3.7M	1	0.15%	New
524	WAM World Asset Management Detroit, Michigan	$4.11M	-$112K	6	0.13%	Reduced
525	OP Osmium Partners Greenbrae, California	$4.08M	+$23.3K	1	2.96%	Increased