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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
726	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.13M	+$1.05M	2	0.91%	New
727	G Glenrock New York	$1.12M	$0	1	6.32%	Maintained
728	SAG Sterne Agee Group Birmingham, Alabama	$1.12M	+$623K	2	0.37%	Increased
729	SCM Sandler Capital Management New York	$1.12M	+$1.02M	1	0.04%	New
730	First Allied Advisory Services San Diego, California	$1.09M	-$3.35M	1	0.09%	Reduced
731	O'Shaughnessy Asset Management Stamford, Connecticut	$1.08M	-$312K	2	0.02%	Reduced
732	WCM Wesley Capital Management New York	$1.07M	-$136K	2	0.85%	Reduced
733	Virginia Retirement Systems Richmond, Virginia	$1.07M	-$481K	1	0.02%	Reduced
734	Curi RMB Capital Chicago, Illinois	$1.07M	+$6.08K	2	0.07%	Increased
735	Anchor Capital Advisors Boston, Massachusetts	$1.06M	+$72.1K	1	0.02%	Increased
736	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.06M	$0	4	0.14%	Maintained
737	FVCM F&V Capital Management Boca Raton, Florida	$1.06M	-$167K	1	0.84%	Reduced
738	M&T Bank Buffalo, New York	$1.05M	+$81.1K	8	0.04%	Increased
739	GS Gagnon Securities New York	$1.05M	+$289K	3	0.32%	Increased
740	Capital International Los Angeles, California	$1.04M	+$913K	2	0.06%	New
741	Oberweis Asset Management Lisle, Illinois	$1.03M	+$15.1K	1	0.25%	Increased
742	Alpha Cubed Investments Irvine, California	$1.02M	+$889K	2	0.37%	New
743	OWIM Old West Investment Management Los Angeles, California	$1.02M	-$544K	2	0.61%	Reduced
744	DnB Asset Management Oslo, Norway	$1.02M	-$583K	2	0.02%	Reduced
745	TIM Thompson Investment Management Madison, Wisconsin	$1.01M	+$85K	1	0.2%	Increased
746	Tocqueville Asset Management New York	$1.01M	+$628K	8	0.01%	Increased
747	BUB BBVA USA Bancshares Houston, Texas	$1M	+$20.5K	1	0.04%	Increased
748	MVA Mount Vernon Associates Baltimore, Maryland	$988K	+$18.2K	1	2.59%	Increased
749	Quantbot Technologies New York	$988K	-$597K	5	0.48%	Reduced
750	SCM Stonebridge Capital Management Los Angeles, California	$983K	-$656K	2	0.39%	Reduced