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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	OI Oakbrook Investments Lisle, Illinois	$2.03M	+$851K	3	0.12%	Increased
702	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.02M	+$1.98M	1	0.12%	New
703	Private Advisor Group Morristown, New Jersey	$2.01M	+$100K	1	0.1%	Increased
704	CAM Cypress Asset Management Houston, Texas	$2M	$0	4	0.38%	Maintained
705	Barings Charlotte, North Carolina	$1.98M	+$1.37M	3	0.06%	Increased
706	ACM Afton Capital Management Charlotte, North Carolina	$1.98M	+$356K	2	5.15%	Increased
707	GCG Giovine Capital Group Santa Monica, California	$1.95M	-$1.07M	1	1.38%	Reduced
708	RI Redwood Investments Boston, Massachusetts	$1.95M	+$919K	1	0.24%	Increased
709	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.92M	-$742K	1	0.58%	Reduced
710	Mariner Overland Park, Kansas	$1.92M	+$1.47M	1	0.09%	Increased
711	CIA Capital Impact Advisors Boston, Massachusetts	$1.91M	$0	2	0.87%	Maintained
712	SCM SG Capital Management Chicago, Illinois	$1.9M	-$982K	1	0.48%	Reduced
713	LGC Laurel Grove Capital Los Angeles, California	$1.89M	+$246K	1	1.01%	Increased
714	Great Lakes Advisors Chicago, Illinois	$1.89M	-$716K	1	0.06%	Reduced
715	TCM Texan Capital Management Houston, Texas	$1.88M	-$1.87K	1	0.76%	Reduced
716	GIP Granite Investment Partners El Segundo, California	$1.87M	-$770K	2	0.17%	Reduced
717	Banque Pictet & Cie Geneva 73, Switzerland	$1.85M	-$23.5M	2	0.15%	Reduced
718	OIM Orca Investment Management Roseburg, Oregon	$1.85M	-$83.2K	1	1.7%	Reduced
719	Bradley Foster & Sargent Hartford, Connecticut	$1.84M	+$388K	3	0.08%	Increased
720	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.83M	+$186K	5	0.24%	Increased
721	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.82M	-$27.6K	1	1.87%	Reduced
722	Clark Capital Management Group Philadelphia, Pennsylvania	$1.82M	+$1.72M	1	0.17%	New
723	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.82M	-$3.34M	2	0.09%	Reduced
724	CCM Condor Capital Management Martinsville, New Jersey	$1.79M	+$2.92K	1	0.43%	Increased
725	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$1.75M	-$4.17M	1	0.12%	Reduced