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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
801	Palisade Capital Management Fort Lee, New Jersey	$734K	-$426K	1	0.02%	Reduced
802	ZIG Zuckerman Investment Group Chicago, Illinois	$731K	+$749K	1	0.15%	New
803	AC Andromeda Capital White Plains, New York	$727K	+$794K	2	0.04%	New
804	Cannell & Spears New York	$724K	+$757K	1	0.09%	New
805	FAM Fortaleza Asset Management Chicago, Illinois	$724K	+$200K	1	0.34%	Increased
806	BA Bard Associates Chicago, Illinois	$714K	$0	1	0.33%	Maintained
807	NSIM North Star Investment Management Chicago, Illinois	$712K	+$633K	1	0.14%	Increased
808	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$708K	-$6.9K	3	0.12%	Reduced
809	AIM Allen Investment Management New York	$683K	+$315K	1	0.06%	Increased
810	RCM Rotella Capital Management Bellevue, Washington	$676K	+$599K	1	0.71%	Increased
811	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$674K	-$50.7K	1	0.11%	Reduced
812	T TradeWorx Red Bank, New Jersey	$673K	-$1.02M	2	0.89%	Reduced
813	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$669K	-$21.1K	1	0.33%	Reduced
814	DAM Deltec Asset Management New York	$669K	+$725K	2	0.15%	New
815	CONA Capital One National Association New York	$668K	-$61.3K	2	0.07%	Reduced
816	R.M. Davis Inc Portland, Maine	$664K	-$68.2K	1	0.04%	Reduced
817	Tocqueville Asset Management New York	$664K	-$309K	2	0.01%	Reduced
818	WC Wexford Capital West Palm Beach, Florida	$662K	-$3M	2	0.06%	Reduced
819	CEP Chicago Equity Partners Chicago, Illinois	$661K	+$670K	1	0.02%	New
820	BAM Burnham Asset Management New York	$647K	-$4.85M	3	0.14%	Reduced
821	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$645K	$0	1	0.18%	Maintained
822	AAM AR Asset Management West Hollywood, California	$644K	$0	1	0.26%	Maintained
823	1GA 1st Global Advisors Dallas, Texas	$638K	-$7.19K	1	0.1%	Reduced
824	DL Delta Lloyd Amsterdam, Netherlands	$632K	-$204K	3	0.01%	Reduced
825	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$630K	-$264	1	0.31%	Reduced