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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
1401	CCM Corsair Capital Management New York	$457K	+$360K	2	0.16%	Increased
1402	HighPoint Advisor Group Downers Grove, Illinois	$457K	+$449K	2	0.05%	New
1403	BFC Blue Fin Capital Warren, Rhode Island	$450K	+$34.1K	1	0.16%	Increased
1404	CL CPWM LLC Seattle, Washington	$447K	+$242K	1	0.04%	Increased
1405	&Partners Nashville, Tennessee	$447K	-$118K	1	0.26%	Reduced
1406	SC Skylands Capital Milwaukee, Wisconsin	$447K	-$592K	1	0.07%	Reduced
1407	AIM Aigen Investment Management New York	$446K	-$4.7M	2	0.08%	Reduced
1408	EC EdgeRock Capital Denver, Colorado	$445K	+$457K	1	0.3%	New
1409	IMC Chicago Chicago, Illinois	$444K	-$1.96M	1	0%	Reduced
1410	Meridian Wealth Management Lexington, Kentucky	$443K	-$955K	1	0.04%	Reduced
1411	Harvest Fund Management Beijing, China	$441K	-$46.5K	9	0.12%	Reduced
1412	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$440K	$0	1	0.18%	Maintained
1413	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$439K	$0	1	0.24%	Maintained
1414	CA Cullinan Associates Louisville, Kentucky	$433K	+$454K	1	0.03%	New
1415	AT American Trust Lexington, Kentucky	$432K	-$247K	2	0.03%	Reduced
1416	GC Gillson Capital Chicago, Illinois	$430K	+$429K	1	0.04%	New
1417	Credit Agricole Montrouge Cedex, France	$428K	-$205K	2	0.01%	Reduced
1418	SAM Silphium Asset Management London, United Kingdom	$427K	-$1.68M	2	0.65%	Reduced
1419	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$424K	+$461K	2	0.15%	New
1420	EWM Evermay Wealth Management Arlington, Virginia	$423K	-$40.3K	3	0.08%	Reduced
1421	IF Ironwood Financial Tucson, Arizona	$423K	-$21.3K	1	0.14%	Reduced
1422	NewEdge Wealth Pittsburgh, Pennsylvania	$423K	+$225K	2	0.02%	Increased
1423	CFGS Concourse Financial Group Securities Birmingham, Alabama	$422K	-$112K	11	0.04%	Reduced
1424	QI Qtron Investments Boston, Massachusetts	$420K	$0	1	0.09%	Maintained
1425	Blue Trust Inc Alpharetta, Georgia	$416K	+$403K	12	0.01%	New