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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
926	VI Versor Investments New York	$1.26M	+$340K	3	0.47%	Increased
927	VanEck Associates New York	$1.26M	+$91.7K	1	0.01%	Increased
928	Steward Partners Investment Advisory New York	$1.25M	+$253K	11	0.06%	Increased
929	SPCP Snow Park Capital Partners New York	$1.24M	+$759K	1	0.69%	Increased
930	QIM Quantitative Investment Management Charlottesville, Virginia	$1.23M	-$12.1M	1	0.04%	Reduced
931	EC EJF Capital Arlington, Virginia	$1.22M	+$310K	2	0.09%	Increased
932	Capstone Investment Advisors New York	$1.22M	+$750K	3	0.01%	Increased
933	Coldstream Capital Management Bellevue, Washington	$1.21M	+$203K	2	0.11%	Increased
934	PC Port Capital Chicago, Illinois	$1.21M	$0	1	0.15%	Maintained
935	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.19M	-$140K	1	0.23%	Reduced
936	LIM Longfellow Investment Management Boston, Massachusetts	$1.17M	+$74.4K	2	0.29%	Increased
937	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.17M	+$1.18M	1	0.3%	New
938	MCF Advisors Covington, Kentucky	$1.16M	+$16.4K	8	0.2%	Increased
939	ACM Argent Capital Management St Louis, Missouri	$1.16M	-$3.78M	1	0.04%	Reduced
940	FMT First Mercantile Trust Cordova, Tennessee	$1.15M	-$204K	9	0.23%	Reduced
941	KC Kepos Capital New York	$1.15M	-$11.9M	1	0.06%	Reduced
942	Cerity Partners New York	$1.12M	+$137K	2	0.08%	Increased
943	B BP London, United Kingdom	$1.12M	-$1.76M	1	0.03%	Reduced
944	CMT Capital Markets Trading Frankfurt, Germany	$1.12M	-$6.43M	2	0.03%	Reduced
945	JT Jump Trading Chicago, Illinois	$1.12M	+$1.21M	4	0.06%	New
946	AAM Auxier Asset Management Aurora, Oregon	$1.09M	$0	1	0.21%	Maintained
947	MA MYDA Advisors Woodmere, New York	$1.09M	-$1.17M	2	0.59%	Reduced
948	YMRC Yorktown Management & Research Company Forest, Virginia	$1.08M	+$57.2K	4	0.32%	Increased
949	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.07M	-$149K	1	0.09%	Reduced
950	Prime Capital Investment Advisors Overland Park, Kansas	$1.06M	+$1.09M	1	0.34%	Increased