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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
576	KFA Kelleher Financial Advisors New York	$2.13M	+$19K	1	1.22%	Increased
577	ICM Ionic Capital Management New York	$2.13M	+$1.49M	2	0.07%	Increased
578	Placemark Investments Chicago, Illinois	$2.12M	+$486K	4	0.04%	Increased
579	DP Dearborn Partners Chicago, Illinois	$2.12M	-$375K	1	0.28%	Reduced
580	CCM Credo Capital Management Baltimore, Maryland	$2.07M	-$4.03M	3	3.56%	Reduced
581	PAA Peregrine Asset Advisers Portland, Oregon	$2.04M	+$2M	2	1.96%	New
582	Parallax Volatility Advisers San Francisco, California	$2.02M	-$1.83M	7	0.01%	Reduced
583	Tudor Investment Corp Stamford, Connecticut	$1.92M	-$6.25M	5	0.08%	Reduced
584	TIAAOA Teachers Insurance & Annuity Association of America New York	$1.86M	+$1.84M	1	0.11%	New
585	CAM Cubic Asset Management Boston, Massachusetts	$1.85M	+$1.89M	1	0.6%	New
586	MIM Montgomery Investment Management Rockville, Maryland	$1.81M	$0	1	0.99%	Maintained
587	AMI Amica Mutual Insurance Providence, Rhode Island	$1.79M	$0	4	0.15%	Maintained
588	AG Artal Group Luxembourg	$1.77M	+$1.7M	1	0.06%	New
589	ESBC E.S. Barr & Co Lexington, Kentucky	$1.76M	-$398K	1	0.24%	Reduced
590	AIC Ambs Investment Counsel Grand Rapids, Michigan	$1.75M	+$1.81M	1	1.05%	New
591	Advent Capital Management New York	$1.74M	+$1.08M	2	0.02%	Increased
592	Verition Fund Management Greenwich, Connecticut	$1.71M	+$6.52K	4	0.26%	Increased
593	GC Gruss & Co West Palm Beach, Florida	$1.68M	$0	1	2.03%	Maintained
594	Aberdeen Asset Management Aberdeen, United Kingdom	$1.67M	$0	3	0%	Maintained
595	RJA Robshaw & Julian Associates Williamsville, New York	$1.67M	+$91.6K	1	1.42%	Increased
596	QIM Quantitative Investment Management Charlottesville, Virginia	$1.67M	+$1.31M	2	0.15%	Increased
597	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.62M	+$8.22K	5	1.48%	Increased
598	Numeric Investors Boston, Massachusetts	$1.61M	-$2.12M	2	0.03%	Reduced
599	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.61M	+$170K	1	1.04%	Increased
600	LI Lafayette Investments Ashton, Maryland	$1.59M	-$10.5K	1	0.78%	Reduced