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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
701	HCP Holt Capital Partners Fort Worth, Texas	$1.49M	-$4.49K	2	0.68%	Reduced
702	Jaffetilchin Investment Partners Tampa, Florida	$1.49M	-$374K	1	0.55%	Reduced
703	Meeder Asset Management Dublin, Ohio	$1.47M	-$10.6K	3	0.22%	Reduced
704	WIL Winifred I. Li	$1.46M	-$67.7K	6	1.4%	Reduced
705	Fagan Associates Troy, New York	$1.45M	+$972K	2	1.19%	Increased
706	Paloma Partners Greenwich, Connecticut	$1.44M	+$206K	4	0.07%	Increased
707	MLM Mount Lucas Management Newtown, Pennsylvania	$1.44M	+$147K	1	0.25%	Increased
708	Denali Advisors San Diego, California	$1.43M	+$1.61M	1	0.41%	New
709	NFGCM Norman Fields Gottscho Capital Management New York	$1.43M	-$42.2K	1	0.95%	Reduced
710	RGI River Global Investors London, United Kingdom	$1.43M	+$1.56M	1	0.28%	New
711	CCM Coe Capital Management Highland Park, Illinois	$1.41M	+$60.8K	1	0.52%	Increased
712	Condor Capital Management Martinsville, New Jersey	$1.4M	+$11.5K	1	0.39%	Increased
713	RAM Redmond Asset Management Henrico, Virginia	$1.38M	-$394K	1	0.72%	Reduced
714	Calamos Wealth Management Naperville, Illinois	$1.35M	+$77.9K	1	0.39%	Increased
715	HL Financial Services Louisville, Kentucky	$1.34M	+$633K	2	0.04%	Increased
716	Zacks Investment Management Chicago, Illinois	$1.31M	-$1.1M	3	0.05%	Reduced
717	Bar Harbor Wealth Management Concord, New Hampshire	$1.3M	+$6.85K	3	0.17%	Increased
718	LCM Leonard Capital Management Vero Beach, Florida	$1.29M	+$1.42M	1	0.48%	New
719	ABC Anchor Bolt Capital Chicago, Illinois	$1.29M	+$1.39M	1	0.09%	New
720	Thompson Investment Management Madison, Wisconsin	$1.29M	+$209K	1	0.25%	Increased
721	MMCM Marque Millennium Capital Management New York	$1.28M	$0	1	0.51%	Maintained
722	Envestnet Asset Management Chicago, Illinois	$1.25M	+$467K	10	0.01%	Increased
723	Wedge Capital Management Charlotte, North Carolina	$1.25M	+$137K	1	0.01%	Increased
724	HighTower Advisors Chicago, Illinois	$1.24M	-$330K	2	0.02%	Reduced
725	Glenmede Trust Philadelphia, Pennsylvania	$1.23M	+$443K	11	0.01%	Increased