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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	SCM Sandler Capital Management New York	$7.38M	+$4.08M	2	1.04%	Increased
577	CG Clinton Group New York	$7.36M	-$4.46M	2	0.65%	Reduced
578	IMOV Investment Management of Virginia Richmond, Virginia	$7.34M	-$242K	2	1.74%	Reduced
579	TIAAOA Teachers Insurance & Annuity Association of America New York	$7.33M	+$529K	2	0.38%	Increased
580	Burney Company Reston, Virginia	$7.31M	+$7.37M	1	0.41%	New
581	D.A. Davidson & Co Great Falls, Montana	$7.25M	-$3.57M	3	0.15%	Reduced
582	Pacer Advisors Malvern, Pennsylvania	$7.22M	+$858K	8	0.51%	Increased
583	SCA Sippican Capital Advisors Boston, Massachusetts	$7.21M	-$282K	2	7.04%	Reduced
584	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$7.16M	+$3.89M	4	0.06%	Increased
585	KAM Kavi Asset Management New York	$7.16M	+$6.65M	1	4.95%	New
586	CCP Corient Capital Partners Newport Beach, California	$7.12M	-$843K	3	1.21%	Reduced
587	VCM V3 Capital Management Dallas, Texas	$7.11M	+$6.48M	1	0.97%	New
588	Brinker Capital Berwyn, Pennsylvania	$7.09M	-$175K	4	0.28%	Reduced
589	LA Leonetti & Associates Buffalo Grove, Illinois	$7.08M	+$167K	1	1.9%	Increased
590	CI Cowen Inc New York	$7.05M	+$4.47M	1	0.01%	Increased
591	BW Biegel & Waller Columbia, Maryland	$7.04M	$0	1	4.09%	Maintained
592	MC Muhlenkamp & Co Wexford, Pennsylvania	$7.04M	+$6.22M	2	2.08%	Increased
593	Meitav Investment House Bene-Beraq, Israel	$7.02M	+$6.57M	3	0.41%	New
594	AC Ascend Capital Orinda, California	$6.95M	+$5.01M	4	0.26%	Increased
595	IIA IPG Investment Advisors San Diego, California	$6.93M	+$232K	2	2.89%	Increased
596	SRCM Swift Run Capital Management Charlottesville, Virginia	$6.88M	-$1.18M	1	4.25%	Reduced
597	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.84M	-$215K	1	0.98%	Reduced
598	EI EAM Investors Solana Beach, California	$6.81M	+$674K	4	1.22%	Increased
599	KC Kepos Capital New York	$6.81M	+$6.29M	3	0.61%	New
600	MVM McClain Value Management New Canaan, Connecticut	$6.7M	-$26.4K	2	8.86%	Reduced