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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
626	MAI Capital Management Independence, Ohio	$2.77M	+$1.34M	2	0.21%	Increased
627	MWVC Morgens Waterfall Vintiadis & Co New York	$2.76M	-$3.4M	1	1.91%	Reduced
628	BC Beaconlight Capital New York	$2.74M	+$2.5M	1	1.61%	New
629	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2.73M	$0	1	0.08%	Maintained
630	OA Oxbow Advisors Austin, Texas	$2.72M	+$6.09K	2	0.39%	Increased
631	Scotia Capital Toronto, Ontario, Canada	$2.69M	-$1.54M	1	0.06%	Reduced
632	First Allied Advisory Services San Diego, California	$2.66M	-$4.32M	2	0.15%	Reduced
633	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.64M	-$219K	1	0.54%	Reduced
634	OIM Orca Investment Management Roseburg, Oregon	$2.62M	-$112K	1	2.96%	Reduced
635	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.61M	+$82.3K	2	2.76%	Increased
636	RegentAtlantic Capital Morristown, New Jersey	$2.6M	+$119K	2	0.29%	Increased
637	Spot Trading Chicago, Illinois	$2.57M	-$3.79M	8	0.05%	Reduced
638	Ameritas Investment Partners Lincoln, Nebraska	$2.56M	-$33.7K	5	0.17%	Reduced
639	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.51M	-$18.8K	7	0.76%	Reduced
640	Group One Trading Chicago, Illinois	$2.49M	+$1.44M	10	0.04%	Increased
641	WIA Westbourne Investment Advisors Annapolis, Maryland	$2.49M	+$180K	1	2.38%	Increased
642	BCM Barometer Capital Management Toronto, Ontario, Canada	$2.48M	+$2.25M	1	0.24%	New
643	JP Morgan Private Wealth Advisors San Francisco, California	$2.46M	+$1.38M	3	0.02%	Increased
644	CCM Century Capital Management Boston, Massachusetts	$2.45M	+$2.23M	1	0.27%	New
645	Maverick Capital Dallas, Texas	$2.44M	+$729K	1	0.04%	Increased
646	PC Pomelo Capital New York	$2.44M	+$1.4M	2	0.14%	Increased
647	DCCA D.C. Capital Advisors New York	$2.42M	+$2.23M	1	1.65%	New
648	EC Eachwin Capital New York	$2.4M	+$260K	1	2.3%	Increased
649	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.4M	$0	1	2%	Maintained
650	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.39M	$0	1	1.24%	Maintained