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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
501	EI EAM Investors Solana Beach, California	$5.82M	+$940K	3	0.78%	Increased
502	TTWM TCV Trust & Wealth Management Richmond, Virginia	$5.8M	+$533K	1	0.98%	Increased
503	FHAM Folger Hill Asset Management New York	$5.76M	+$2.63M	5	0.34%	Increased
504	Suntrust Banks Atlanta, Georgia	$5.76M	+$2.55M	5	0.04%	Increased
505	FPA Fieldpoint Private Advisors New York	$5.75M	-$12.5K	2	3.84%	Reduced
506	LPC Loeb Partners Corp New York	$5.74M	-$4.79M	2	2.05%	Reduced
507	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$5.73M	+$102K	2	5.47%	Increased
508	Oppenheimer & Co New York	$5.67M	+$1.36M	6	0.17%	Increased
509	SI Shaker Investments Cleveland, Ohio	$5.67M	-$168K	3	4.56%	Reduced
510	DM Delphi Management Brookline, Massachusetts	$5.62M	+$870K	3	3.5%	Increased
511	OCM Oskie Capital Management New York	$5.61M	+$5.8M	1	3.07%	New
512	Ameritas Investment Partners Lincoln, Nebraska	$5.59M	+$2.36M	5	0.3%	Increased
513	FVCM F&V Capital Management Boca Raton, Florida	$5.55M	+$130K	2	3.84%	Increased
514	IA Icon Advisers Greenwood Village, Colorado	$5.52M	+$442K	3	0.37%	Increased
515	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.52M	+$575K	5	0.14%	Increased
516	MA Menlo Advisors Menlo Park, California	$5.5M	+$16K	1	4.41%	Increased
517	MAM Meeder Asset Management Dublin, Ohio	$5.5M	+$2.66M	5	0.47%	Increased
518	QCMC Quantum Capital Management (California) San Francisco, California	$5.48M	+$5.1M	2	1.53%	Increased
519	ICM Ionic Capital Management New York	$5.47M	+$4.63M	2	0.24%	Increased
520	QI Qualcomm Inc San Diego, California	$5.41M	-$4.6M	1	0.93%	Reduced
521	CIBC World Market Toronto, Ontario, Canada	$5.39M	+$2.54M	3	0.02%	Increased
522	VNA VNBTrust National Association Charlottesville, Virginia	$5.39M	-$96.2K	1	3.08%	Reduced
523	AssetMark Inc Concord, California	$5.35M	-$1.56M	6	0.08%	Reduced
524	Martingale Asset Management Boston, Massachusetts	$5.31M	-$170K	1	0.08%	Reduced
525	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$5.3M	-$4.45M	1	0.46%	Reduced