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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	SAM Silphium Asset Management London, United Kingdom	$1.41M	+$1.35M	1	1.04%	New
702	BCM Bluefin Capital Management New York	$1.4M	+$1.1M	2	0.09%	Increased
703	PIA Phoenix Investment Adviser New York	$1.4M	+$436K	1	1.19%	Increased
704	NFGCM Norman Fields Gottscho Capital Management New York	$1.4M	-$529K	1	0.96%	Reduced
705	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.4M	-$1.47M	2	0.32%	Reduced
706	Jacobs Levy Equity Management Florham Park, New Jersey	$1.4M	-$8.3M	1	0.02%	Reduced
707	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.39M	+$10.1K	3	0.18%	Increased
708	Anchor Capital Advisors Boston, Massachusetts	$1.36M	+$143K	1	0.03%	Increased
709	Tocqueville Asset Management New York	$1.36M	+$402K	8	0.02%	Increased
710	Bridgeway Capital Management Houston, Texas	$1.33M	-$2.69M	3	0.04%	Reduced
711	QAM Quantres Asset Management Cayman, Cayman Islands	$1.32M	+$1.37M	3	1.55%	New
712	Clark Capital Management Group Philadelphia, Pennsylvania	$1.32M	+$1.29M	1	0.11%	New
713	MUFG Americas New York	$1.3M	+$72.2K	5	0.04%	Increased
714	RC Roundview Capital Princeton, New Jersey	$1.3M	-$1.02M	1	0.63%	Reduced
715	CCM Coe Capital Management Highland Park, Illinois	$1.29M	+$780K	1	0.38%	Increased
716	Central Trust Company Jefferson City, Missouri	$1.27M	+$10.6K	4	0.1%	Increased
717	WOC West Oak Capital Westlake Village, California	$1.22M	+$8.64K	2	0.9%	Increased
718	Advent Capital Management New York	$1.22M	+$1.25M	1	0.02%	New
719	IC IKOS CIF Limassol, Cyprus	$1.21M	+$1.17M	3	1.83%	Increased
720	KC Kingfisher Capital Charlotte, North Carolina	$1.2M	+$1.21M	1	0.63%	New
721	Calamos Wealth Management Naperville, Illinois	$1.2M	-$98.9K	1	0.35%	Reduced
722	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.2M	+$10.9K	1	0.13%	Increased
723	Cambridge Investment Research Advisors Fairfield, Iowa	$1.19M	+$518K	3	0.04%	Increased
724	Tokio Marine Asset Management Tokyo, Japan	$1.19M	-$94.2K	2	0.08%	Reduced
725	CBB Citizens Business Bank Ontario, California	$1.17M	-$158K	2	0.23%	Reduced