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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
551	BAM Blueshift Asset Management Red Bank, New Jersey	$6.5M	+$5.66M	4	1.05%	New
552	Beacon Investment Advisory Services Morristown, New Jersey	$6.5M	-$36.8K	2	0.37%	Reduced
553	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.47M	+$174K	8	0.31%	Increased
554	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$6.44M	-$1.06M	1	8.5%	Reduced
555	SM Scoggin Management New York	$6.44M	$0	1	1.73%	Maintained
556	SCM Stadium Capital Management New Canaan, Connecticut	$6.43M	-$6.75M	1	2.58%	Reduced
557	RegentAtlantic Capital Morristown, New Jersey	$6.4M	-$4.38M	3	0.36%	Reduced
558	AltraVue Capital Bellevue, Washington	$6.32M	$0	1	4.74%	Maintained
559	RIG Roosevelt Investment Group New York	$6.29M	+$4.88M	2	0.62%	Increased
560	Ashford Capital Management Wilmington, Delaware	$6.29M	-$6.86M	1	0.81%	Reduced
561	Tower Research Capital (TRC) New York	$6.28M	-$5.13M	28	0.26%	Reduced
562	B BP London, United Kingdom	$6.26M	+$751K	5	0.23%	Increased
563	WI Wafra Inc New York	$6.21M	-$14.9M	1	0.39%	Reduced
564	TI tru Independence Portland, Oregon	$6.18M	-$2.17M	6	0.89%	Reduced
565	Fenimore Asset Management Cobleskill, New York	$6.16M	+$5.79M	1	0.22%	New
566	DnB Asset Management Oslo, Norway	$6.13M	-$1.34M	3	0.07%	Reduced
567	RWA Wealth Partners Newton, Massachusetts	$6.1M	+$5.29M	1	0.75%	New
568	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.07M	-$1.8M	4	0.22%	Reduced
569	MPM Mountaineer Partners Management New York	$6.03M	+$4.49M	1	8.09%	Increased
570	Ariel Investments Chicago, Illinois	$6M	-$861K	2	0.09%	Reduced
571	Globeflex Capital San Diego, California	$5.99M	-$2.71M	8	1.52%	Reduced
572	AWAM Appian Way Asset Management New York	$5.95M	+$1.78M	2	2.88%	Increased
573	R.M. Davis Inc Portland, Maine	$5.91M	-$277K	2	0.21%	Reduced
574	Nexpoint Asset Management Dallas, Texas	$5.86M	+$607K	2	1.32%	Increased
575	CM Crestline Management Fort Worth, Texas	$5.84M	+$1.55M	1	1.07%	Increased