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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
826	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$964K	+$30K	2	0.04%	Increased
827	AAP Ardsley Advisory Partners Stamford, Connecticut	$958K	+$478K	1	0.12%	Increased
828	Jacobs Levy Equity Management Florham Park, New Jersey	$958K	+$931K	1	0.02%	New
829	MC Moors & Cabot Boston, Massachusetts	$944K	+$95.4K	2	0.15%	Increased
830	Sit Investment Associates Minneapolis, Minnesota	$941K	$0	1	0.02%	Maintained
831	Virginia Retirement Systems Richmond, Virginia	$938K	$0	1	0.01%	Maintained
832	MCTP MPAM Credit Trading Partners Cleveland, Ohio	$931K	-$1.72M	1	0.59%	Reduced
833	PCM Perritt Capital Management Chicago, Illinois	$920K	-$234K	2	0.16%	Reduced
834	BCM Barometer Capital Management Toronto, Ontario, Canada	$914K	-$2.71M	1	0.07%	Reduced
835	VF Virtu Financial New York	$910K	+$900K	1	0.08%	New
836	CI Cowen Inc New York	$872K	$0	2	0.05%	Maintained
837	PFC Poplar Forest Capital Pasadena, California	$871K	-$780K	1	0.07%	Reduced
838	PC Passport Capital San Francisco, California	$852K	+$52.1K	1	0.02%	Increased
839	DC Deere & Company Moline, Illinois	$851K	+$373K	3	0.05%	Increased
840	MCM Mork Capital Management Healdsburg, California	$848K	$0	1	1%	Maintained
841	HF Hoxton Financial Shepherdstown, West Virginia	$834K	+$219K	2	0.35%	Increased
842	AF Arrow Financial Glens Falls, New York	$832K	$0	1	0.23%	Maintained
843	Silvercrest Asset Management New York	$828K	+$538K	1	0.01%	Increased
844	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$811K	+$10.2K	3	0.14%	Increased
845	SW SVB Wealth Boston, Massachusetts	$806K	-$505K	2	0.03%	Reduced
846	Quadrature Capital London, United Kingdom	$805K	+$739K	1	0.73%	New
847	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$801K	-$46.9K	4	0%	Reduced
848	NSIM North Star Investment Management Chicago, Illinois	$780K	$0	2	0.14%	Maintained
849	PG Patten Group Chattanooga, Tennessee	$776K	+$95.1K	4	0.37%	Increased
850	BAM Burnham Asset Management New York	$771K	$0	3	0.18%	Maintained