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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
651	WCM Wesley Capital Management New York	$1.12M	-$963K	1	0.64%	Reduced
652	MUFG Americas New York	$1.11M	-$1.97M	6	0.04%	Reduced
653	CIBC World Market Toronto, Ontario, Canada	$1.1M	-$950K	1	0%	Reduced
654	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.1M	$0	5	0.24%	Maintained
655	BL BCWM LLC Overland Park, Kansas	$1.1M	+$1.12M	1	0.67%	New
656	RCM Reynolds Capital Management Las Vegas, Nevada	$1.09M	-$1.17M	4	0.71%	Reduced
657	WOC West Oak Capital Westlake Village, California	$1.09M	+$65.6K	2	0.85%	Increased
658	IMOV Investment Management of Virginia Richmond, Virginia	$1.08M	+$483K	1	0.21%	Increased
659	CBB Citizens Business Bank Ontario, California	$1.08M	+$244K	1	0.23%	Increased
660	RA Rational Advisors Huntington, New York	$1.07M	-$204K	4	0.08%	Reduced
661	Regents of the University of California Oakland, California	$1.07M	+$1.03M	1	1.22%	New
662	Ladenburg Thalmann Financial Services Miami, Florida	$1.05M	-$2.67M	18	0.04%	Reduced
663	MCM Mazama Capital Management Portland, Oregon	$1.05M	+$437K	1	0.57%	Increased
664	BHA Beech Hill Advisors New York	$1.04M	+$547K	2	0.56%	Increased
665	LCG Lisanti Capital Growth New York	$1.02M	+$1.06M	1	0.47%	New
666	Oberweis Asset Management Lisle, Illinois	$1.02M	+$65.5K	1	0.29%	Increased
667	CC Cipher Capital New York	$1.01M	+$403K	3	1.41%	Increased
668	FVCM F&V Capital Management Boca Raton, Florida	$1.01M	+$324K	1	0.86%	Increased
669	PC Pomelo Capital New York	$1M	$0	1	0.38%	Maintained
670	United Capital Financial Advisors Irving, Texas	$984K	-$4.58M	2	0.03%	Reduced
671	GLRA Gerald L. Ray & Associates Dallas, Texas	$983K	+$361K	2	0.2%	Increased
672	OA Oxbow Advisors Austin, Texas	$957K	-$72.7K	1	0.15%	Reduced
673	MIS Morningstar Investment Services Chicago, Illinois	$956K	-$96K	1	0.08%	Reduced
674	MCM Maltese Capital Management New York	$945K	-$334K	1	0.1%	Reduced
675	Group One Trading Chicago, Illinois	$930K	+$182K	9	0.02%	Increased