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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
726	ZCM Ziegler Capital Management Chicago, Illinois	$839K	+$954K	1	0.09%	New
727	CBB Citizens Business Bank Ontario, California	$836K	+$901K	1	0.19%	New
728	CCT Country Club Trust Kansas City, Missouri	$834K	+$892K	2	0.14%	New
729	IIM Ipswich Investment Management Beverly, Massachusetts	$833K	+$863K	1	0.36%	New
730	BA Birinyi Associates Westport, Connecticut	$830K	+$895K	1	0.5%	New
731	Thompson Siegel & Walmsley Richmond, Virginia	$825K	+$855K	4	0.02%	New
732	Truist Financial Charlotte, North Carolina	$819K	+$876K	3	0.03%	New
733	Envestnet Asset Management Chicago, Illinois	$811K	+$895K	11	0.01%	New
734	BOK Financial Tulsa, Oklahoma	$805K	+$886K	2	0.03%	New
735	FAM Fortaleza Asset Management Chicago, Illinois	$803K	+$913K	1	0.46%	New
736	FVCM F&V Capital Management Boca Raton, Florida	$803K	+$880K	1	0.77%	New
737	Johnson Investment Counsel Cincinnati, Ohio	$785K	+$857K	2	0.03%	New
738	I2I Insight 2811 Inc Chicago, Illinois	$771K	+$823K	1	0.42%	New
739	TMC Trellus Management Company Delray Beach, Florida	$769K	+$846K	3	0.97%	New
740	Nippon Life Insurance Tokyo, Japan	$757K	+$861K	1	0.02%	New
741	PFM PacWest Financial Management Phoenix, Arizona	$753K	+$803K	1	0.72%	New
742	BPBT Boston Private Bank & Trust Boston, Massachusetts	$750K	+$756K	2	0.04%	New
743	Curi RMB Capital Chicago, Illinois	$748K	+$715K	2	0.06%	New
744	BNP Paribas Asset Management Paris, France	$746K	+$835K	1	0.01%	New
745	EML Eos Management LP New York	$745K	+$846K	1	0.39%	New
746	ICM Ionic Capital Management New York	$736K	+$837K	1	0.02%	New
747	Axiom Investors Greenwich, Connecticut	$731K	+$793K	1	0.03%	New
748	KS Karpas Strategies Litchfield, Connecticut	$726K	+$697K	1	0.44%	New
749	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$715K	+$812K	1	0.24%	New
750	Anchor Capital Advisors Boston, Massachusetts	$705K	+$655K	1	0.02%	New