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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	MML Investors Services Springfield, Massachusetts	$3.48M	+$85.2K	3	0.05%	Increased
727	IP Interval Partners New York	$3.47M	-$9.04M	1	0.12%	Reduced
728	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.47M	-$208K	6	0.41%	Reduced
729	RCG Rock Creek Group Washington, District of Columbia	$3.45M	+$1.09M	3	1.38%	Increased
730	NewEdge Advisors New Orleans, Louisiana	$3.44M	+$661K	4	0.14%	Increased
731	KPF K2 Principal Fund Toronto, Ontario, Canada	$3.43M	+$49.8K	2	0.3%	Increased
732	ECM Elgethun Capital Management Sioux Falls, South Dakota	$3.41M	-$133K	2	1.66%	Reduced
733	POIA Pin Oak Investment Advisors Houston, Texas	$3.37M	-$59.4K	2	2.71%	Reduced
734	HAM Highstreet Asset Management London, Ontario, Canada	$3.37M	+$1.82M	5	0.15%	Increased
735	SCP Silverleafe Capital Partners Germantown, Tennessee	$3.35M	-$321K	1	1.89%	Reduced
736	Simplicity Solutions Minneapolis, Minnesota	$3.34M	+$920K	5	0.1%	Increased
737	MCM Marathon Capital Management Hunt Valley, Maryland	$3.33M	+$1.25M	1	1.13%	Increased
738	CIM Cambria Investment Management Manhattan Beach, California	$3.32M	-$716K	3	0.88%	Reduced
739	HCM HGI Capital Management New York	$3.31M	-$139K	1	1.6%	Reduced
740	One Capital Management Westlake Village, California	$3.3M	+$2.67K	1	0.51%	Increased
741	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.3M	+$196K	4	0.2%	Increased
742	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$3.26M	+$3.3M	4	0.22%	New
743	SCM SOL Capital Management Rockville, Maryland	$3.25M	-$894K	1	0.82%	Reduced
744	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.23M	-$3.4M	1	0.05%	Reduced
745	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$3.23M	-$1.9M	1	0.33%	Reduced
746	OIA Optimum Investment Advisors Chicago, Illinois	$3.21M	-$173K	5	0.95%	Reduced
747	SAM Steinberg Asset Management New York	$3.2M	+$344K	2	3.05%	Increased
748	TCM Tieton Capital Management Yakima, Washington	$3.17M	+$3.02M	1	2.54%	New
749	CI Cigna Investments Bloomfield, Connecticut	$3.17M	-$2.21M	4	0.34%	Reduced
750	GFPC Global Financial Private Capital Sarasota, Florida	$3.16M	-$231K	2	0.16%	Reduced