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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
1276	KHCM Kettle Hill Capital Management New York	$259K	-$1.79M	1	0.12%	Reduced
1277	KCM Kendall Capital Management Rockville, Maryland	$255K	+$244K	1	0.23%	New
1278	SC Sovarnum Capital New York	$255K	+$233K	1	0.17%	New
1279	Trillium Asset Management Boston, Massachusetts	$255K	+$216K	1	0.01%	New
1280	C Cerebellum San Francisco, California	$253K	+$239K	2	0.18%	New
1281	FEG Financial Enhancement Group Anderson, Indiana	$253K	+$234K	1	0.09%	New
1282	SMFS Squar Milner Financial Services Irvine, California	$253K	+$236K	2	0.31%	New
1283	Cetera Advisor Networks El Segundo, California	$251K	+$234K	1	0.01%	New
1284	TAM Taurus Asset Management New York	$250K	$0	1	0.04%	Maintained
1285	HR Howe & Rusling Rochester, New York	$249K	-$227	6	0.05%	Reduced
1286	Ancora Advisors Cleveland, Ohio	$247K	-$6.2K	1	0.01%	Reduced
1287	Savant Capital Rockford, Illinois	$247K	+$225K	1	0.05%	New
1288	BFO Boston Family Office Boston, Massachusetts	$245K	+$228K	1	0.03%	New
1289	DRW Securities Chicago, Illinois	$244K	+$222K	1	0.03%	New
1290	FAM Fortaleza Asset Management Chicago, Illinois	$242K	-$441K	1	1.52%	Reduced
1291	Ritholtz Wealth Management New York	$238K	+$217K	1	0.07%	New
1292	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$236K	$0	1	0.04%	Maintained
1293	KAM Kazazian Asset Management Fort Lauderdale, Florida	$233K	+$214K	1	0.24%	New
1294	Fayez Sarofim & Co Houston, Texas	$229K	$0	1	0%	Maintained
1295	VCA Verdence Capital Advisors Hunt Valley, Maryland	$229K	+$214K	1	0.05%	New
1296	Wilmington Savings Fund Society Wilmington, Delaware	$229K	+$220K	1	0.01%	New
1297	AA AlphaMark Advisors Ft. Wright, Kentucky	$228K	+$188K	2	0.09%	Increased
1298	CA Continuum Advisory Eagle, Idaho	$228K	+$213K	1	0.17%	New
1299	ECM Estabrook Capital Management New York	$227K	$0	2	0.03%	Maintained
1300	FCM FJ Capital Management Mclean, Virginia	$227K	+$211K	1	0.03%	New