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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
601	CIBC Asset Management Toronto, Ontario, Canada	$3.37M	+$135K	5	0.02%	Increased
602	PAM Paradigm Asset Management New York	$3.36M	+$439K	4	0.37%	Increased
603	Glenmede Trust Philadelphia, Pennsylvania	$3.34M	+$832K	7	0.02%	Increased
604	Segall Bryant & Hamill Chicago, Illinois	$3.33M	+$2.98M	1	0.08%	New
605	Curi RMB Capital Chicago, Illinois	$3.31M	+$2.17M	4	0.2%	Increased
606	ZC Zelman Capital Beachwood, Ohio	$3.29M	+$2.77M	1	1.04%	New
607	Tudor Investment Corp Stamford, Connecticut	$3.25M	-$2.67M	6	0.1%	Reduced
608	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.21M	-$710K	4	0.1%	Reduced
609	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.21M	+$23.5K	1	1.24%	Increased
610	SC Sophrosyne Capital New York	$3.18M	-$815K	1	5.46%	Reduced
611	GCG Giovine Capital Group Santa Monica, California	$3.14M	$0	1	1.72%	Maintained
612	DIA Dean Investment Associates Beavercreek, Ohio	$3.09M	+$2.57M	1	0.72%	New
613	BCM Bourgeon Capital Management Darien, Connecticut	$3.07M	-$2.87M	2	1.88%	Reduced
614	First Allied Advisory Services San Diego, California	$3.05M	+$603K	4	0.2%	Increased
615	Rockefeller Financial Services New York	$3.05M	$0	2	0.07%	Maintained
616	DP Dearborn Partners Chicago, Illinois	$3.05M	$0	1	0.27%	Maintained
617	Ladenburg Thalmann Financial Services Miami, Florida	$3M	+$1.5M	19	0.06%	Increased
618	JAFL Jay A. Fishman Ltd Troy, Michigan	$2.99M	+$120K	1	0.63%	Increased
619	Laurion Capital Management New York	$2.98M	-$21.5M	1	0.06%	Reduced
620	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.98M	-$661K	2	2.75%	Reduced
621	ICM ICC Capital Management Orlando, Florida	$2.94M	-$66.3K	1	0.39%	Reduced
622	Commonwealth Equity Services Waltham, Massachusetts	$2.94M	+$96.9K	5	0.03%	Increased
623	MFAM Motley Fool Asset Management Alexandria, Virginia	$2.93M	$0	1	0.52%	Maintained
624	SCM SG Capital Management Chicago, Illinois	$2.92M	+$2.88M	1	0.85%	New
625	William Blair & Company Chicago, Illinois	$2.88M	-$1.93M	4	0%	Reduced