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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	Trexquant Investment Stamford, Connecticut	$8.9M	+$2.29M	11	0.42%	Increased
577	WC Walthausen & Co Malta, New York	$8.89M	-$275K	4	2.51%	Reduced
578	OPCM Osborne Partners Capital Management San Francisco, California	$8.88M	+$385K	2	0.66%	Increased
579	Pendal Group Sydney, Australia	$8.82M	+$809K	4	0.07%	Increased
580	Oppenheimer & Co New York	$8.79M	-$574K	8	0.16%	Reduced
581	WCF West Coast Financial Santa Barbara, California	$8.75M	+$217K	1	1.34%	Increased
582	RegentAtlantic Capital Morristown, New Jersey	$8.74M	-$41K	4	0.25%	Reduced
583	Sculptor Capital New York	$8.74M	+$3.64M	1	0.07%	Increased
584	CRC Catawba River Capital Lake Wylie, South Carolina	$8.71M	-$7.38M	1	5.77%	Reduced
585	Beacon Pointe Advisors Newport Beach, California	$8.7M	+$6.37M	7	0.12%	Increased
586	MLM Mount Lucas Management Newtown, Pennsylvania	$8.7M	-$991K	3	2.53%	Reduced
587	IPW Inlet Private Wealth Jupiter, Florida	$8.66M	+$580K	3	2.17%	Increased
588	AFM Anson Funds Management Dallas, Texas	$8.61M	+$1.67M	2	0.69%	Increased
589	BL BCWM LLC Overland Park, Kansas	$8.54M	+$385K	1	2.55%	Increased
590	Cantor Fitzgerald New York	$8.54M	+$6.67M	2	0.64%	Increased
591	PHK Point72 Hong Kong Hong Kong	$8.53M	+$8.16M	14	0.29%	Increased
592	PHAM Pacific Heights Asset Management San Francisco, California	$8.52M	$0	1	0.73%	Maintained
593	RIA RPG Investment Advisory Pleasanton, California	$8.41M	+$3.09M	1	1.37%	Increased
594	GC Globeflex Capital San Diego, California	$8.38M	+$206K	12	1.7%	Increased
595	MHP Manatuck Hill Partners Westport, Connecticut	$8.38M	-$2.78M	1	3.26%	Reduced
596	1832 Asset Management Toronto, Ontario, Canada	$8.34M	-$19.8M	5	0.01%	Reduced
597	GA GRS Advisors Chicago, Illinois	$8.31M	+$6.32M	1	2.09%	Increased
598	BAM Blueshift Asset Management Red Bank, New Jersey	$8.26M	+$4.45M	7	0.75%	Increased
599	LGT Group Foundation Vaduz, Liechtenstein	$8.26M	+$2.97M	2	0.19%	Increased
600	Hennessy Advisors Inc Novato, California	$8.22M	-$7.54M	3	0.43%	Reduced