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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	SCM Stevens Capital Management Radnor, Pennsylvania	$5.75M	+$5.65M	4	0.26%	New
577	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.74M	-$23.8K	3	1.91%	Reduced
578	Maverick Capital Dallas, Texas	$5.74M	+$5.65M	1	0.08%	New
579	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$5.72M	+$47.2K	1	5.5%	Increased
580	HCM HGI Capital Management New York	$5.67M	-$354K	2	2.57%	Reduced
581	SC Spitfire Capital Mill Valley, California	$5.61M	-$284K	1	5.87%	Reduced
582	Achmea Investment Management Zeist, Netherlands	$5.61M	+$1.04M	4	0.21%	Increased
583	HWC Hill Winds Capital High Falls, New York	$5.59M	+$3.45M	1	4.54%	Increased
584	Group One Trading Chicago, Illinois	$5.57M	+$1.45M	7	0.05%	Increased
585	SRCM Swift Run Capital Management Charlottesville, Virginia	$5.56M	-$167K	1	5.13%	Reduced
586	GCA Greenwood Capital Associates Greenwood, South Carolina	$5.56M	+$3.69M	3	1.4%	Increased
587	NFGCM Norman Fields Gottscho Capital Management New York	$5.49M	-$285K	3	2.76%	Reduced
588	SCM SCW Capital Management Dallas, Texas	$5.45M	-$4.67M	1	4.05%	Reduced
589	Creative Planning Overland Park, Kansas	$5.45M	+$102K	7	0.02%	Increased
590	RGI River Global Investors London, United Kingdom	$5.43M	+$35.4K	1	0.38%	Increased
591	NA Neuburgh Advisers Los Angeles, California	$5.43M	-$281K	6	0.17%	Reduced
592	Quadrature Capital London, United Kingdom	$5.39M	+$1.64M	4	0.36%	Increased
593	ING Group Amsterdam, Netherlands	$5.39M	+$937K	6	0.09%	Increased
594	Verition Fund Management Greenwich, Connecticut	$5.37M	-$152K	7	0.15%	Reduced
595	OKSA O'Keefe Stevens Advisory Rochester, New York	$5.35M	+$307K	1	4%	Increased
596	IndexIQ Advisors New York	$5.32M	-$1.18M	4	0.16%	Reduced
597	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.26M	-$4.76M	2	0.69%	Reduced
598	JGC J. Goldman & Co New York	$5.26M	-$1.14M	1	0.36%	Reduced
599	Capital Analysts LLC Fort Washington, Pennsylvania	$5.22M	-$392K	4	0.57%	Reduced
600	WI WBI Investments Red Bank, New Jersey	$5.21M	+$849K	2	0.46%	Increased