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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	PIA Piedmont Investment Advisors Durham, North Carolina	$3.7M	-$1.99M	9	0.18%	Reduced
627	ING Group Amsterdam, Netherlands	$3.67M	-$255K	4	0.08%	Reduced
628	DCM Decatur Capital Management Decatur, Georgia	$3.67M	+$556K	1	0.82%	Increased
629	Weiss Asset Management Boston, Massachusetts	$3.66M	+$1.94M	1	0.26%	Increased
630	Oppenheimer & Co New York	$3.61M	+$2M	3	0.11%	Increased
631	Advisors Asset Management Monument, Colorado	$3.61M	+$1.07M	9	0.07%	Increased
632	AAM ACK Asset Management Greenwich, Connecticut	$3.6M	-$695K	1	1.22%	Reduced
633	PP Professional Planning Thousand Oaks, California	$3.58M	+$864K	1	4.88%	Increased
634	BlueCrest Capital Management St Helier, Jersey	$3.57M	-$786K	8	0.18%	Reduced
635	PC Pecaut & Co Sioux City, Iowa	$3.56M	-$164K	1	2.94%	Reduced
636	AC AltraVue Capital Bellevue, Washington	$3.56M	+$3.45M	1	2.24%	New
637	CCM Callodine Capital Management Boston, Massachusetts	$3.52M	+$3.52M	2	2.53%	New
638	DTL Dynamic Technology Lab Singapore	$3.5M	-$1.4M	8	0.6%	Reduced
639	Oppenheimer Asset Management New York	$3.48M	-$648K	8	0.09%	Reduced
640	BL BCWM LLC Overland Park, Kansas	$3.47M	-$79.1K	1	1.65%	Reduced
641	BUB BBVA USA Bancshares Houston, Texas	$3.45M	+$1.4M	2	0.25%	Increased
642	OCAM Owl Creek Asset Management New York	$3.42M	$0	1	0.11%	Maintained
643	Blackstone Inc New York	$3.4M	-$1.44M	1	0.02%	Reduced
644	CAM Cubic Asset Management Boston, Massachusetts	$3.39M	-$241K	4	1.11%	Reduced
645	EIM Essex Investment Management Boston, Massachusetts	$3.36M	-$2.13M	2	0.53%	Reduced
646	III Independent Investors Inc Nesconset, New York	$3.34M	-$503K	1	1.45%	Reduced
647	SCM SOL Capital Management Rockville, Maryland	$3.31M	+$33.1K	1	1.06%	Increased
648	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.31M	-$20.6M	7	0.04%	Reduced
649	FVCM F&V Capital Management Boca Raton, Florida	$3.29M	-$3.21M	1	1.99%	Reduced
650	ETrade Capital Management Arlington, Virginia	$3.27M	+$954K	5	0.11%	Increased