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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	TCM Tributary Capital Management Omaha, Nebraska	$4.38M	-$498K	3	0.73%	Reduced
577	Janus Henderson Group London,	$4.33M	$0	5	0.04%	Maintained
578	Calamos Advisors Naperville, Illinois	$4.28M	-$37.1M	2	0.03%	Reduced
579	SA Springowl Associates New York	$4.26M	-$260K	1	15.13%	Reduced
580	Bridgeway Capital Management Houston, Texas	$4.25M	+$477K	5	0.09%	Increased
581	R.M. Davis Inc Portland, Maine	$4.25M	+$2.4M	1	0.23%	Increased
582	Scotia Capital Toronto, Ontario, Canada	$4.21M	-$44.7K	2	0.1%	Reduced
583	TI Turner Investments Berwyn, Pennsylvania	$4.21M	+$1.48M	5	0.85%	Increased
584	Aberdeen Asset Management Aberdeen, United Kingdom	$4.19M	-$707K	4	0.01%	Reduced
585	Employees Retirement System of Texas Austin, Texas	$4.18M	$0	3	0.06%	Maintained
586	Cookson Peirce & Co Pittsburgh, Pennsylvania	$4.16M	+$4.17M	1	0.69%	New
587	WSA Wall Street Associates Lajolla, California	$4.15M	-$2.52M	2	0.79%	Reduced
588	SCM Stonehill Capital Management New York	$4.15M	$0	1	1.53%	Maintained
589	CC Cannell & Co New York	$4.12M	$0	2	0.13%	Maintained
590	Barings Charlotte, North Carolina	$4.07M	+$2.14M	4	0.1%	Increased
591	Suntrust Banks Atlanta, Georgia	$4.01M	+$451K	5	0.03%	Increased
592	Vident Investment Advisory Alpharetta, Georgia	$3.99M	-$882K	4	0.55%	Reduced
593	SM Stratton Management King Of Prussia, Pennsylvania	$3.98M	-$787K	1	0.46%	Reduced
594	Truist Financial Charlotte, North Carolina	$3.98M	+$708K	2	0.1%	Increased
595	TAM THB Asset Management Norwalk, Connecticut	$3.98M	+$4.24M	1	0.39%	New
596	BRCA Birch Run Capital Advisors Dallas, Texas	$3.96M	+$4.27M	1	1.08%	New
597	Bessemer Group Woodbridge, New Jersey	$3.94M	-$1.34M	12	0.02%	Reduced
598	PGGM Investments Zeist, Netherlands	$3.9M	+$24.3K	1	0.02%	Increased
599	DM Diker Management New York	$3.89M	+$556K	1	0.86%	Increased
600	Trexquant Investment Stamford, Connecticut	$3.88M	+$983K	5	0.33%	Increased