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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
801	MIM Marco Investment Management Atlanta, Georgia	$937K	-$256K	1	0.14%	Reduced
802	RQS Ramsey Quantitative Systems Louisville, Kentucky	$918K	+$750K	1	0.94%	New
803	NN Investment Partners Holdings The Hague, Netherlands	$897K	+$816K	5	0.01%	New
804	SM Sciencast Management Princeton, New Jersey	$892K	+$511K	1	0.7%	Increased
805	RIM Ranger Investment Management Dallas, Texas	$887K	+$23.4K	1	0.05%	Increased
806	FAB First American Bank Dundee, Illinois	$885K	+$68.7K	2	0.09%	Increased
807	Tower Research Capital (TRC) New York	$874K	-$50.6K	16	0.13%	Reduced
808	PH Pinnacle Holdings Tulsa, Oklahoma	$871K	+$25K	5	0.42%	Increased
809	Acadian Asset Management Boston, Massachusetts	$865K	-$15.5K	4	0%	Reduced
810	IIM Ironwood Investment Management Boston, Massachusetts	$851K	-$921K	1	0.56%	Reduced
811	HAM Highstreet Asset Management London, Ontario, Canada	$839K	+$763K	1	0.31%	New
812	HS HighVista Strategies Boston, Massachusetts	$836K	-$31.4K	1	0.16%	Reduced
813	JMH J.M. Hartwell New York	$833K	$0	1	0.2%	Maintained
814	CBU CIBC Bank USA Chicago, Illinois	$826K	+$254K	1	0.15%	Increased
815	Meiji Yasuda Life Insurance Tokyo, Japan	$822K	$0	1	0.13%	Maintained
816	Jennison Associates New York	$821K	-$120K	1	0%	Reduced
817	Glenmede Trust Philadelphia, Pennsylvania	$819K	-$8.02M	7	0.01%	Reduced
818	PP Prospector Partners Guilford, Connecticut	$810K	-$1.07M	1	0.14%	Reduced
819	AC Addison Capital Conshohocken, Pennsylvania	$809K	+$35.6K	1	0.62%	Increased
820	Montag & Associates Atlanta, Georgia	$806K	-$1.44M	2	0.11%	Reduced
821	Magnetar Financial Evanston, Illinois	$805K	+$63.6K	2	0.01%	Increased
822	RC Roundview Capital Princeton, New Jersey	$805K	-$145K	1	0.3%	Reduced
823	MCF Advisors Covington, Kentucky	$800K	-$8.63K	8	0.21%	Reduced
824	Sit Investment Associates Minneapolis, Minnesota	$798K	$0	1	0.01%	Maintained
825	AMG National Trust Bank Greenwood Village, Colorado	$789K	$0	1	0.07%	Maintained