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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	LCM Landscape Capital Management Englewood, New Jersey	$3.75M	+$559K	3	0.47%	Increased
577	TCM Tributary Capital Management Omaha, Nebraska	$3.73M	-$849K	2	0.62%	Reduced
578	Creative Planning Overland Park, Kansas	$3.72M	-$177K	18	0.03%	Reduced
579	SM Stratton Management King Of Prussia, Pennsylvania	$3.71M	-$619K	1	0.45%	Reduced
580	CEP Chicago Equity Partners Chicago, Illinois	$3.7M	-$203K	3	0.1%	Reduced
581	KAM Knightsbridge Asset Management Newport Beach, California	$3.67M	$0	2	2.61%	Maintained
582	CIBC Asset Management Toronto, Ontario, Canada	$3.64M	+$227K	5	0.03%	Increased
583	Mariner Overland Park, Kansas	$3.61M	+$121K	1	0.23%	Increased
584	TTWM TCV Trust & Wealth Management Richmond, Virginia	$3.61M	+$1.78M	1	0.64%	Increased
585	BOK Financial Tulsa, Oklahoma	$3.58M	-$1.52M	2	0.13%	Reduced
586	RAM RWC Asset Management London, United Kingdom	$3.56M	-$6.95M	2	0.24%	Reduced
587	Commonwealth Equity Services Waltham, Massachusetts	$3.56M	+$73.1K	5	0.03%	Increased
588	PGGM Investments Zeist, Netherlands	$3.54M	-$140K	1	0.02%	Reduced
589	Profund Advisors Bethesda, Maryland	$3.54M	+$1.1M	7	0.17%	Increased
590	Nippon Life Global Investors Americas New York	$3.5M	$0	1	0.33%	Maintained
591	Weiss Multi-Strategy Advisers New York	$3.49M	+$3.55M	1	0.24%	New
592	BCM Bourgeon Capital Management Darien, Connecticut	$3.49M	+$886K	2	2.24%	Increased
593	PAM Princeton Alpha Management Princeton Junction, New Jersey	$3.48M	+$2.17M	4	0.6%	Increased
594	PP PDT Partners New York	$3.44M	-$19.9M	3	0.47%	Reduced
595	FP Foundry Partners Minneapolis, Minnesota	$3.43M	+$159K	2	0.28%	Increased
596	IPC Independent Portfolio Consultants Boca Raton, Florida	$3.42M	-$2.16M	3	1.02%	Reduced
597	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$3.4M	+$3.35M	3	0.38%	New
598	VNA VNBTrust National Association Charlottesville, Virginia	$3.4M	+$190K	1	1.85%	Increased
599	Hermes Investment Management London Uk, United Kingdom	$3.34M	-$21.7M	1	0.08%	Reduced
600	NIS National Investment Services Milwaukee, Wisconsin	$3.33M	-$1.46M	1	3.78%	Reduced