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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
476	LA Leonetti & Associates Buffalo Grove, Illinois	$6.38M	+$110K	1	1.8%	Increased
477	CF CNA Financial Chicago, Illinois	$6.37M	$0	3	1.47%	Maintained
478	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$6.36M	+$4.39M	2	0.45%	Increased
479	TGA Trilogy Global Advisors Winter Park, Florida	$6.33M	+$1.17M	1	0.21%	Increased
480	LM Lasry Marc	$6.33M	-$1.39M	1	1.34%	Reduced
481	CA Cumberland Advisors Sarasota, Florida	$6.32M	+$4.41M	1	3.52%	Increased
482	First Manhattan New York	$6.25M	+$409K	9	0.04%	Increased
483	ExxonMobil Investment Management Irving, Texas	$6.22M	+$3.86K	3	0.13%	Increased
484	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$6.22M	-$1.16M	1	0.29%	Reduced
485	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.15M	-$238K	2	0.52%	Reduced
486	CIA CCM Investment Advisers Columbia, South Carolina	$6.15M	-$8.59M	1	1.3%	Reduced
487	SCM SOL Capital Management Rockville, Maryland	$6.11M	-$236K	1	2.04%	Reduced
488	Amalgamated Bank New York	$6.03M	+$11.5K	10	0.35%	Increased
489	LSC Lesa Sroufe & Co Seattle, Washington	$5.99M	-$11.3K	2	5.29%	Reduced
490	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.99M	+$170K	2	0.86%	Increased
491	Clark Capital Management Group Philadelphia, Pennsylvania	$5.98M	-$2.87M	2	0.34%	Reduced
492	AAP Ardsley Advisory Partners Stamford, Connecticut	$5.97M	+$937K	1	0.94%	Increased
493	VIG Vienna Insurance Group Warsaw, Poland	$5.97M	+$5.78M	1	4.88%	New
494	ARM Adirondack Research & Management Guilderland, New York	$5.96M	+$23.6K	2	2.15%	Increased
495	NC Northpointe Capital Bloomfield Hills, Michigan	$5.96M	+$2.32M	1	0.62%	Increased
496	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.95M	+$6.26M	2	0.83%	New
497	Mackenzie Financial Toronto Ontario, Ontario, Canada	$5.94M	-$21M	3	0.04%	Reduced
498	RAM Ramsey Asset Management Reston, Virginia	$5.93M	+$896K	2	12.15%	Increased
499	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.93M	+$186K	3	0.12%	Increased
500	AB AT Bancorp Dubuque, Iowa	$5.92M	+$3.28M	1	0.81%	Increased