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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	WAM World Asset Management Detroit, Michigan	$4.45M	-$11.6K	5	0.2%	Reduced
677	Davis Selected Advisers Tucson, Arizona	$4.42M	$0	1	0.02%	Maintained
678	III Independent Investors Inc Nesconset, New York	$4.42M	+$23.3K	1	1.46%	Increased
679	FF Friedenthal Financial Marlton, New Jersey	$4.37M	+$4.39M	1	3.33%	New
680	CC Cognios Capital Leawood, Kansas	$4.34M	+$1.7M	2	1.53%	Increased
681	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.33M	+$160K	3	1.47%	Increased
682	KFA Kays Financial Advisory Atlanta, Georgia	$4.32M	+$48.1K	1	0.76%	Increased
683	Laurion Capital Management New York	$4.31M	+$1.18M	3	0.03%	Increased
684	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$4.3M	+$3.96M	1	0.54%	New
685	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.3M	-$3.54K	1	3.13%	Reduced
686	Rockefeller Capital Management New York	$4.28M	+$20.3K	14	0.05%	Increased
687	DCM Dimension Capital Management Coral Gables, Florida	$4.27M	+$1.5K	2	1.25%	Increased
688	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$4.25M	-$645K	1	1.06%	Reduced
689	FVCM F&V Capital Management Boca Raton, Florida	$4.24M	-$123K	1	2.3%	Reduced
690	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$4.21M	+$527K	4	0.2%	Increased
691	UM Ulysses Management New York	$4.2M	-$2.39M	1	0.41%	Reduced
692	PPCM Pillar Pacific Capital Management Pacifica, California	$4.16M	+$2.3M	2	0.43%	Increased
693	Huntington National Bank Columbus, Ohio	$4.14M	+$169K	18	0.06%	Increased
694	Avalon Investment & Advisory Houston, Texas	$4.13M	+$16.8K	1	0.08%	Increased
695	IndexIQ Advisors New York	$4.12M	-$1.4M	5	0.15%	Reduced
696	Empirical Finance Havertown, Pennsylvania	$4.11M	-$242K	2	1%	Reduced
697	DCM Decatur Capital Management Decatur, Georgia	$4.1M	-$14.8K	1	0.94%	Reduced
698	AC AWH Capital Dallas, Texas	$4.1M	$0	1	4.77%	Maintained
699	CU CQS (US) New York	$4.08M	+$4.26M	1	0.19%	New
700	Scotia Capital Toronto, Ontario, Canada	$4.06M	-$833K	2	0.05%	Reduced