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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	VNA VNBTrust National Association Charlottesville, Virginia	$1.72M	-$324K	1	0.82%	Reduced
727	GIM Guild Investment Management Los Angeles, California	$1.72M	+$1.63M	1	1.47%	New
728	ICM IMS Capital Management Portland, Oregon	$1.72M	+$915K	2	1.92%	Increased
729	AGAM Avalon Global Asset Management San Francisco, California	$1.71M	-$261K	1	1.12%	Reduced
730	MFS Monetta Financial Services Wheaton, Illinois	$1.71M	+$1.56M	1	0.91%	New
731	RAM Redmond Asset Management Henrico, Virginia	$1.7M	-$48.8K	1	0.86%	Reduced
732	ArrowMark Colorado Holdings Denver, Colorado	$1.7M	$0	1	0.04%	Maintained
733	Fort Washington Investment Advisors Cincinnati, Ohio	$1.69M	+$1.67M	1	0.03%	New
734	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.69M	+$699K	2	0.03%	Increased
735	ESBC E.S. Barr & Co Lexington, Kentucky	$1.68M	$0	1	0.2%	Maintained
736	MAI Capital Management Independence, Ohio	$1.68M	-$4.99M	1	0.11%	Reduced
737	ACM Afton Capital Management Charlotte, North Carolina	$1.66M	-$1.22M	1	3.55%	Reduced
738	LGC Laurel Grove Capital Los Angeles, California	$1.66M	+$1.53M	1	0.89%	New
739	PIP Permian Investment Partners Dallas, Texas	$1.66M	+$836K	1	0.64%	Increased
740	TIM Thompson Investment Management Madison, Wisconsin	$1.66M	+$46.8K	1	0.31%	Increased
741	Twin Tree Management Dallas, Texas	$1.64M	+$1.26M	4	0.04%	Increased
742	Cannell & Spears New York	$1.62M	-$14.1K	1	0.19%	Reduced
743	NV Nair Vinay	$1.61M	+$481K	3	1.12%	Increased
744	MMCM Marque Millennium Capital Management New York	$1.61M	$0	1	0.63%	Maintained
745	CEP Chicago Equity Partners Chicago, Illinois	$1.59M	+$717K	1	0.04%	Increased
746	GCA Greenwood Capital Associates Greenwood, South Carolina	$1.58M	+$1.51M	2	0.45%	New
747	CIBC World Markets New York	$1.58M	+$1.45M	1	0.1%	New
748	SAM Scopus Asset Management New York	$1.58M	-$4.47M	1	0.03%	Reduced
749	Zacks Investment Management Chicago, Illinois	$1.57M	+$1M	3	0.05%	Increased
750	JP Morgan Private Wealth Advisors San Francisco, California	$1.55M	+$1.46M	2	0.02%	New