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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	SCM Stevens Capital Management Radnor, Pennsylvania	$2.07M	-$5.14M	4	0.06%	Reduced
652	TC Talkot Capital Sausalito, California	$2.06M	-$20.1K	1	1.45%	Reduced
653	ECP Elk Creek Partners Denver, Colorado	$2.06M	+$2.39M	1	0.54%	New
654	TWI Thomas White International Chicago, Illinois	$2.06M	-$294K	1	0.3%	Reduced
655	VNA VNBTrust National Association Charlottesville, Virginia	$2.05M	-$359K	1	1.06%	Reduced
656	Whitebox Advisors Minneapolis, Minnesota	$2.05M	-$582K	1	0.08%	Reduced
657	Commonwealth Equity Services Waltham, Massachusetts	$2.02M	-$809K	4	0.02%	Reduced
658	Scotia Capital Toronto, Ontario, Canada	$2.01M	+$781K	2	0.04%	Increased
659	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$2M	+$2.03M	3	4.06%	Increased
660	KBC Group Brussels, Belgium	$1.99M	-$3.74M	7	0.07%	Reduced
661	OWIM Old West Investment Management Los Angeles, California	$1.92M	+$996K	3	1.21%	Increased
662	PineBridge Investments New York	$1.92M	+$396K	6	0.08%	Increased
663	PBT Pictet Bank & Trust Nassau, Bahamas	$1.9M	$0	1	0.75%	Maintained
664	Sterne Agee Group Birmingham, Alabama	$1.9M	+$450K	3	0.3%	Increased
665	First Allied Advisory Services San Diego, California	$1.89M	+$979K	3	0.15%	Increased
666	ETrade Capital Management Arlington, Virginia	$1.88M	-$206K	1	0.12%	Reduced
667	CBT Central Bank & Trust Lexington, Kentucky	$1.88M	+$2.05M	1	0.71%	Increased
668	RJA Robshaw & Julian Associates Williamsville, New York	$1.86M	+$109K	1	1.47%	Increased
669	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.84M	+$107K	5	0.21%	Increased
670	FRM Fore Research & Management New York	$1.84M	+$844K	1	0.05%	Increased
671	Parsons Capital Management Providence, Rhode Island	$1.83M	$0	2	0.25%	Maintained
672	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.81M	+$724K	3	0.49%	Increased
673	OI Oakbrook Investments Lisle, Illinois	$1.8M	+$859K	3	0.1%	Increased
674	CAM Cypress Asset Management Houston, Texas	$1.78M	-$91K	4	0.32%	Reduced
675	Essex Investment Management Boston, Massachusetts	$1.77M	-$403K	2	0.27%	Reduced