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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
701	CCM Contrarian Capital Management Greenwich, Connecticut	$725K	+$708K	1	0.35%	New
702	BPBT Boston Private Bank & Trust Boston, Massachusetts	$719K	-$178	3	0.04%	Reduced
703	STIA Stone Toro Investment Advisers Princeton, New Jersey	$719K	+$701K	1	0.48%	New
704	R.M. Davis Inc Portland, Maine	$718K	-$244K	1	0.05%	Reduced
705	Driehaus Capital Management Chicago, Illinois	$714K	-$8.61M	1	0.03%	Reduced
706	I2I Insight 2811 Inc Chicago, Illinois	$711K	-$60.6K	1	0.35%	Reduced
707	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$704K	-$61.7K	1	0.21%	Reduced
708	PP Patten & Patten Chattanooga, Tennessee	$697K	-$292K	1	0.11%	Reduced
709	ETrade Capital Management Arlington, Virginia	$684K	+$213K	1	0.06%	Increased
710	OAM Orinda Asset Management Lafayette, California	$682K	+$479K	4	2.14%	Increased
711	KS Karpas Strategies Litchfield, Connecticut	$679K	+$2.11K	1	0.4%	Increased
712	SCM Stux Capital Management New York	$678K	+$464K	3	0.09%	Increased
713	DILH Dai-ichi Life Holdings Tokyo, Japan	$667K	-$3.17M	4	0.02%	Reduced
714	Nikko Asset Management Americas New York	$663K	-$689K	1	0.02%	Reduced
715	Brown Advisory Baltimore, Maryland	$660K	+$5.64K	2	0%	Increased
716	RA RMR Advisors Newton, Massachusetts	$649K	$0	3	0.44%	Maintained
717	Palisade Capital Management Fort Lee, New Jersey	$646K	+$634K	1	0.02%	New
718	Norinchukin Bank Tokyo, Japan	$645K	+$58.6K	3	0.02%	Increased
719	EMG Ellington Management Group Old Greenwich, Connecticut	$641K	-$2.34M	2	0.12%	Reduced
720	PAM Paradigm Asset Management New York	$640K	+$360K	2	0.1%	Increased
721	GS Gagnon Securities New York	$632K	+$323K	2	0.2%	Increased
722	Baird Milwaukee, Wisconsin	$630K	-$973K	2	0.01%	Reduced
723	BNP Paribas Asset Management Paris, France	$623K	-$146K	1	0%	Reduced
724	SAM Symphony Asset Management San Francisco, California	$619K	-$3.01M	1	0.06%	Reduced
725	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$611K	+$614K	3	0.12%	New