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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	KIG Kessler Investment Group Columbus, Indiana	$1.82M	+$141K	1	2.18%	Increased
727	WOC West Oak Capital Westlake Village, California	$1.8M	-$633K	3	1.21%	Reduced
728	ACM Ativo Capital Management Chicago, Illinois	$1.8M	+$55	2	0.42%	Increased
729	Brown Advisory Baltimore, Maryland	$1.79M	+$871K	4	0.01%	Increased
730	EP Elkfork Partners Portland, Oregon	$1.78M	+$1.77M	8	0.06%	New
731	TIM Thompson Investment Management Madison, Wisconsin	$1.77M	+$182K	3	0.35%	Increased
732	GL GLG LLC New York	$1.74M	-$1.02M	4	0.12%	Reduced
733	IAM Integre Asset Management New York	$1.7M	$0	1	0.55%	Maintained
734	GI Gavea Investimentos Rj, Brazil	$1.69M	+$1.76M	1	1.8%	New
735	TH Timber Hill Greenwich, Connecticut	$1.68M	-$5.59M	3	0.01%	Reduced
736	Kentucky Retirement Systems Frankfort, Kentucky	$1.68M	-$202K	3	0.12%	Reduced
737	AHC Anderson Hoagland & Co St Louis, Missouri	$1.67M	-$23.7K	1	0.97%	Reduced
738	CCM Condor Capital Management Martinsville, New Jersey	$1.66M	-$28.2K	1	0.37%	Reduced
739	GCA Gideon Capital Advisors New York	$1.65M	-$2.02M	4	1.06%	Reduced
740	Huntington National Bank Columbus, Ohio	$1.64M	-$199K	4	0.03%	Reduced
741	BC Barnett & Company Chattanooga, Tennessee	$1.61M	+$720K	1	0.84%	Increased
742	LTI Laffer Tengler Investments Nashville, Tennessee	$1.61M	-$324K	1	0.43%	Reduced
743	Ladenburg Thalmann Financial Services Miami, Florida	$1.59M	-$164K	21	0.02%	Reduced
744	ICRM Insight Capital Research & Management Walnut Creek, California	$1.55M	+$1.44M	1	0.83%	New
745	ALPS Advisors Denver, Colorado	$1.54M	+$14.2K	4	0.01%	Increased
746	DnB Asset Management Oslo, Norway	$1.51M	+$51.3K	3	0.03%	Increased
747	William Blair & Company Chicago, Illinois	$1.51M	-$427K	5	0.01%	Reduced
748	RWA RGT Wealth Advisors Dallas, Texas	$1.5M	$0	2	0.84%	Maintained
749	HH Hilltop Holdings Dallas, Texas	$1.49M	-$41.7K	1	0.47%	Reduced
750	AIM Acrospire Investment Management Chicago, Illinois	$1.49M	+$510K	11	0.61%	Increased