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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
676	BCA Benchmark Capital Advisors New York	$1.76M	$0	1	1.22%	Maintained
677	PFC Poplar Forest Capital Pasadena, California	$1.73M	+$1.78M	1	0.15%	New
678	AW ACG Wealth Atlanta, Georgia	$1.73M	-$6.2M	1	0.49%	Reduced
679	KCM Keane Capital Management Charlotte, North Carolina	$1.72M	-$597K	1	1.66%	Reduced
680	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.72M	+$812K	2	0.27%	Increased
681	BHA Beech Hill Advisors New York	$1.72M	-$252K	3	0.81%	Reduced
682	OIM Orca Investment Management Roseburg, Oregon	$1.68M	+$1.84M	1	1.44%	New
683	RC Roundview Capital Princeton, New Jersey	$1.67M	+$1.4M	1	0.75%	Increased
684	ESBC E.S. Barr & Co Lexington, Kentucky	$1.65M	-$300K	1	0.2%	Reduced
685	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.65M	+$33K	1	0.08%	Increased
686	ArrowMark Colorado Holdings Denver, Colorado	$1.64M	$0	1	0.05%	Maintained
687	Twin Tree Management Dallas, Texas	$1.64M	+$1.71M	3	0.04%	New
688	Sumitomo Life Insurance Tokyo, Japan	$1.64M	-$47.1K	1	0.16%	Reduced
689	OIA Optimum Investment Advisors Chicago, Illinois	$1.62M	-$19.2K	6	0.54%	Reduced
690	DTL Dynamic Technology Lab Singapore	$1.62M	+$1.1M	4	0.79%	Increased
691	GJL Gendell Jeffrey L	$1.61M	+$127K	1	0.22%	Increased
692	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.61M	+$1.39M	2	0.83%	Increased
693	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.58M	$0	4	0.21%	Maintained
694	MC Menta Capital San Francisco, California	$1.58M	+$1.33M	3	0.26%	Increased
695	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.57M	$0	1	0.87%	Maintained
696	ST Semper Trust King Of Prussia, Pennsylvania	$1.55M	+$1.67M	1	0.76%	New
697	Amalgamated Bank New York	$1.55M	+$11.1K	5	0.23%	Increased
698	Kentucky Retirement Systems Frankfort, Kentucky	$1.53M	+$1.6M	3	0.11%	New
699	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.5M	-$16.7K	3	0.24%	Reduced
700	MAA Mraz Amerine & Associates Modesto, California	$1.5M	+$1.09M	2	0.58%	Increased