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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
176	Fiera Capital (Canada) Montreal, Quebec, Canada	$58.4M	+$7.39M	2	0.28%	Increased
177	AGF Investments Inc Toronto, Ontario, Canada	$58.2M	-$2.33M	2	0.64%	Reduced
178	State of Wisconsin Investment Board Madison, Wisconsin	$57.9M	+$7.52M	8	0.17%	Increased
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$56.9M	+$2.75M	15	0.3%	Increased
180	Amundi Asset Management US Boston, Massachusetts	$55.9M	+$5.44M	3	0.18%	Increased
181	SFM Systematic Financial Management Teaneck, New Jersey	$54.6M	-$11.3M	2	1.11%	Reduced
182	SEI Investments Oaks, Pennsylvania	$54.3M	+$1.4M	19	0.19%	Increased
183	Calamos Advisors Naperville, Illinois	$53.4M	+$4.48M	2	0.41%	Increased
184	Raymond James & Associates St Petersburg, Florida	$53M	-$2.17M	14	0.11%	Reduced
185	MCL MIK Capital LLC New York	$52.9M	+$51.1M	2	15.38%	New
186	PNC Financial Services Group Pittsburgh, Pennsylvania	$52.9M	+$1.69M	23	0.05%	Increased
187	JCM Janney Capital Management Pittsburgh, Pennsylvania	$52.9M	-$1.19M	2	2.28%	Reduced
188	VOYA Investment Management Atlanta, Georgia	$51.8M	+$2.01M	21	0.11%	Increased
189	SCM Snow Capital Management Sewickley, Pennsylvania	$51.2M	-$4.84M	1	2.47%	Reduced
190	ZP Zimmer Partners New York	$51M	+$52.7M	1	1.13%	New
191	MLICM Metropolitan Life Insurance Company (MetLife) New York	$49.7M	+$3.6M	20	0.31%	Increased
192	Comerica Bank Dallas, Texas	$49.2M	-$231K	15	0.36%	Reduced
193	Nordea Investment Management Stockholm, Sweden	$48.5M	+$488K	11	0.12%	Increased
194	VFA Virtus Fund Advisers Hartford, Connecticut	$48.2M	+$34.8M	2	0.49%	Increased
195	Becker Capital Management Portland, Oregon	$48.1M	+$475K	1	1.65%	Increased
196	PAG Pinnacle Advisory Group Columbia, Maryland	$47.6M	+$255K	1	2.94%	Increased
197	TSAM Trinity Street Asset Management London, United Kingdom	$47M	-$1.12M	1	6.01%	Reduced
198	Adage Capital Partners Boston, Massachusetts	$46.6M	+$4.58M	3	0.11%	Increased
199	GC Gratia Capital Los Angeles, California	$46.1M	+$8.34M	2	18.22%	Increased
200	MAM Marketfield Asset Management New York	$45.9M	-$3.37M	5	11.99%	Reduced