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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	ZIM ZPR Investment Management Orange City, Florida	$3.82M	+$614K	1	6.63%	Increased
577	Braun Stacey Associates New York	$3.79M	+$3.74M	1	0.25%	New
578	KeyBank National Association Cleveland, Ohio	$3.75M	-$381K	6	0.02%	Reduced
579	Oppenheimer & Co New York	$3.73M	-$1.97M	5	0.11%	Reduced
580	CHAM Clear Harbor Asset Management Stamford, Connecticut	$3.71M	+$3.01M	2	0.78%	Increased
581	SAM Shell Asset Management The Hague, Netherlands	$3.71M	+$591K	6	0.09%	Increased
582	SC Skylands Capital Milwaukee, Wisconsin	$3.67M	-$534K	2	0.56%	Reduced
583	CIA Capital Impact Advisors Boston, Massachusetts	$3.66M	$0	3	1.52%	Maintained
584	Advisors Asset Management Monument, Colorado	$3.55M	+$175K	8	0.06%	Increased
585	Dai-ichi Life Insurance Company Tokyo, Japan	$3.54M	+$3.55M	2	0.1%	New
586	VCM Vision Capital Management Portland, Oregon	$3.52M	-$44.7K	1	1.37%	Reduced
587	CCP Corient Capital Partners Newport Beach, California	$3.51M	+$351K	2	0.62%	Increased
588	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.51M	-$1.32M	4	0.04%	Reduced
589	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.5M	-$337K	1	1.46%	Reduced
590	Pacer Advisors Malvern, Pennsylvania	$3.46M	+$110K	7	0.49%	Increased
591	CFP Cornerstone Financial Partners Huntersville, North Carolina	$3.39M	+$918K	4	1.09%	Increased
592	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.39M	+$3.49M	6	0.21%	Increased
593	CAM CG Asset Management New York	$3.37M	-$93.2K	2	1.26%	Reduced
594	MAA Mraz Amerine & Associates Modesto, California	$3.37M	+$137K	2	1.06%	Increased
595	CIBC Asset Management Toronto, Ontario, Canada	$3.35M	+$4.83K	5	0.02%	Increased
596	III Independent Investors Inc Nesconset, New York	$3.35M	+$176K	1	1.55%	Increased
597	IRF IBM Retirement Fund Armonk, New York	$3.34M	-$595K	7	0.14%	Reduced
598	RCM Riverhead Capital Management Wilmington, Delaware	$3.31M	-$372K	11	0.2%	Reduced
599	Atalanta Sosnoff Capital New York	$3.31M	-$6.64M	3	0.12%	Reduced
600	Xact Kapitalforvaltning Stockholm, Sweden	$3.28M	+$140K	4	0.11%	Increased