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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
726	Envestnet Asset Management Chicago, Illinois	$1.39M	-$20.2K	7	0.01%	Reduced
727	Norinchukin Bank Tokyo, Japan	$1.39M	+$414K	3	0.03%	Increased
728	HCP Holt Capital Partners Fort Worth, Texas	$1.37M	+$56.4K	2	0.59%	Increased
729	DCM Dynamic Capital Management St. Helier, Jersey	$1.36M	-$6.54M	2	0.72%	Reduced
730	WOC West Oak Capital Westlake Village, California	$1.35M	-$20.9K	2	0.98%	Reduced
731	Mariner Independent Advisor Network Overland Park, Kansas	$1.35M	+$189K	3	0.62%	Increased
732	SW SVB Wealth Boston, Massachusetts	$1.34M	+$1.31M	3	0.04%	New
733	Ladenburg Thalmann Financial Services Miami, Florida	$1.33M	+$299K	18	0.03%	Increased
734	BUB BBVA USA Bancshares Houston, Texas	$1.31M	+$48.1K	1	0.06%	Increased
735	BCA Benchmark Capital Advisors New York	$1.3M	-$245K	1	0.88%	Reduced
736	PineBridge Investments New York	$1.3M	-$757K	4	0.05%	Reduced
737	Palisade Capital Management Fort Lee, New Jersey	$1.29M	+$724K	2	0.03%	Increased
738	OMERS Administration Corp Toronto, Ontario, Canada	$1.28M	-$1.76M	1	0.04%	Reduced
739	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$1.28M	+$648K	1	0.16%	Increased
740	DTL Dynamic Technology Lab Singapore	$1.26M	-$411K	4	0.64%	Reduced
741	HL Financial Services Louisville, Kentucky	$1.25M	-$294K	1	0.03%	Reduced
742	NFGCM Norman Fields Gottscho Capital Management New York	$1.24M	$0	1	0.81%	Maintained
743	EMG Ellington Management Group Old Greenwich, Connecticut	$1.24M	+$779K	2	0.41%	Increased
744	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.24M	+$27.6K	4	0.35%	Increased
745	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$1.24M	-$923K	2	2.95%	Reduced
746	PC Palo Capital Newport Beach, California	$1.23M	+$1.24M	2	1.03%	New
747	State of Alaska Department of Revenue Juneau, Alaska	$1.23M	+$1.24M	1	0.25%	New
748	AC Amici Capital New York	$1.23M	-$2.03M	1	0.06%	Reduced
749	MUFG Americas New York	$1.18M	+$2.04K	8	0.04%	Increased
750	DL Delta Lloyd Amsterdam, Netherlands	$1.18M	+$397K	3	0.03%	Increased