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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
526	NCGI Next Century Growth Investors Plymouth, Minnesota	$11.6M	-$2.14M	1	0.88%	Reduced
527	DnB Asset Management Oslo, Norway	$11.6M	+$1.67M	3	0.08%	Increased
528	RegentAtlantic Capital Morristown, New Jersey	$11.5M	-$1.12M	3	0.39%	Reduced
529	Candriam SCA Strassen, Luxembourg, Luxembourg	$11.5M	$0	4	0.1%	Maintained
530	William Blair & Company Chicago, Illinois	$11.5M	-$821K	9	0.04%	Reduced
531	RCMC RK Capital Management (Colorado) Denver, Colorado	$11.5M	+$2.04M	1	2.29%	Increased
532	Alyeska Investment Group Chicago, Illinois	$11.4M	+$4.62M	4	0.15%	Increased
533	ACR Alpine Capital Research St. Louis, Missouri	$11.4M	+$1.92M	3	0.62%	Increased
534	EI EAM Investors Solana Beach, California	$11.4M	+$6.67M	3	1.71%	Increased
535	APF Alaska Permanent Fund Juneau, Alaska	$11.3M	$0	4	0.2%	Maintained
536	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$11.3M	$0	1	1.37%	Maintained
537	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$11.2M	+$1.11M	5	0.4%	Increased
538	BPB Badgley, Phelps & Bell Seattle, Washington	$11.2M	+$27.1K	1	0.46%	Increased
539	SAM Shell Asset Management The Hague, Netherlands	$11.2M	+$1.36M	12	0.22%	Increased
540	WI Wafra Inc New York	$11.1M	-$26.2M	1	0.46%	Reduced
541	SCM Snow Capital Management Sewickley, Pennsylvania	$11.1M	-$224K	2	1.61%	Reduced
542	Annex Advisory Services Brookfield, Wisconsin	$11M	-$1.7M	2	1.06%	Reduced
543	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$11M	-$35.7M	1	0.36%	Reduced
544	VM Venator Management Pittsburgh, Pennsylvania	$10.9M	+$1.94M	1	3.23%	Increased
545	REMS Real Estate Management Services	$10.8M	-$445K	3	7.59%	Reduced
546	Advisory Services Network Atlanta, Georgia	$10.8M	-$486K	5	0.4%	Reduced
547	Becker Capital Management Portland, Oregon	$10.8M	-$540K	1	0.49%	Reduced
548	Nissay Asset Management Tokyo, Japan	$10.7M	-$102K	5	0.11%	Reduced
549	CRC Catawba River Capital Lake Wylie, South Carolina	$10.7M	+$194K	2	7.17%	Increased
550	PHAM Pacific Heights Asset Management San Francisco, California	$10.6M	-$86.9K	1	0.97%	Reduced