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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
826	HS HighVista Strategies Boston, Massachusetts	$930K	-$5.29K	1	0.17%	Reduced
827	Capstone Investment Advisors New York	$918K	+$684K	1	0.02%	Increased
828	Tower Research Capital (TRC) New York	$915K	-$1.45M	23	0.15%	Reduced
829	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$912K	$0	1	0.76%	Maintained
830	Jennison Associates New York	$894K	-$1.93M	1	0%	Reduced
831	LDB Lee, Danner & Bass Nashville, Tennessee	$892K	-$13.1K	1	0.12%	Reduced
832	SG Swarthmore Group Philadelphia, Pennsylvania	$892K	-$37.9M	1	0.1%	Reduced
833	JMH J.M. Hartwell New York	$887K	-$257K	1	0.21%	Reduced
834	AW Alpha Windward Westwood, Massachusetts	$878K	+$471K	4	0.64%	Increased
835	CIM CIM Investment Management Pittsburgh, Pennsylvania	$874K	-$204K	1	0.4%	Reduced
836	SA Springowl Associates New York	$873K	-$3.19M	1	6.31%	Reduced
837	Meiji Yasuda Life Insurance Tokyo, Japan	$871K	$0	1	0.14%	Maintained
838	TFA Transamerica Financial Advisors St. Petersburg, Florida	$868K	+$12K	3	0.06%	Increased
839	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$867K	-$22K	4	0.01%	Reduced
840	PH Pinnacle Holdings Tulsa, Oklahoma	$860K	+$19.6K	5	0.4%	Increased
841	BIM Beach Investment Management West Conshohocken, Pennsylvania	$854K	$0	1	1.5%	Maintained
842	P Pitcairn Conshohocken, Pennsylvania	$843K	-$66.6K	2	0.09%	Reduced
843	FAB First American Bank Dundee, Illinois	$840K	+$544K	2	0.09%	Increased
844	AMG National Trust Bank Greenwood Village, Colorado	$836K	$0	1	0.08%	Maintained
845	Cannell & Spears New York	$831K	-$687K	1	0.1%	Reduced
846	NERM New England Research & Management Chicago, Illinois	$830K	+$124K	2	0.72%	Increased
847	Sit Investment Associates Minneapolis, Minnesota	$828K	$0	1	0.02%	Maintained
848	PTC Private Trust Company Cleveland, Ohio	$826K	+$612K	2	0.24%	Increased
849	NSIM North Star Investment Management Chicago, Illinois	$824K	-$13.4K	1	0.16%	Reduced
850	RIM Ranger Investment Management Dallas, Texas	$814K	+$1M	1	0.05%	New