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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	CSM Advisors Warrendale, Pennsylvania	$7.51M	+$6.68M	3	0.18%	Increased
727	WBC Westpac Banking Corp Sydney, Australia	$7.45M	+$642K	6	0.52%	Increased
728	IPW Inlet Private Wealth Jupiter, Florida	$7.39M	-$639K	2	1.89%	Reduced
729	Group One Trading Chicago, Illinois	$7.37M	+$6.1M	10	0.01%	Increased
730	Choreo LLC Rockford, Illinois	$7.36M	-$217K	11	0.09%	Reduced
731	BP Baypointe Partners Stamford, Connecticut	$7.33M	+$1.05M	3	10.06%	Increased
732	SCP Stamos Capital Partners Menlo Park, California	$7.3M	+$379K	3	1.14%	Increased
733	Gulf International Bank (UK) London, United Kingdom	$7.29M	+$1.94M	4	0.16%	Increased
734	Danica Pension Livsforsikrings Copenhagen V,	$7.27M	+$7.91M	1	0.14%	New
735	Glenview Trust Louisville, Kentucky	$7.27M	+$357K	3	0.11%	Increased
736	Artemis Investment Management Edinburgh, United Kingdom	$7.16M	+$7.88M	1	0.08%	New
737	GIC Generali Investments CEE Prague, Czech Republic	$7.14M	+$432K	5	0.37%	Increased
738	ING Group Amsterdam, Netherlands	$7.14M	-$1.37M	2	0.04%	Reduced
739	Tocqueville Asset Management New York	$7.11M	+$201K	4	0.11%	Increased
740	Empirical Wealth Management Seattle, Washington	$7.11M	+$1.1M	6	0.12%	Increased
741	Highbridge Capital Management New York	$7.08M	+$1.42M	1	0.23%	Increased
742	BA Bard Associates Chicago, Illinois	$7.07M	+$154K	4	1.77%	Increased
743	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.06M	+$6.14M	1	1.05%	New
744	Bogart Wealth LLC Mclean, Virginia	$7.04M	+$256K	10	0.27%	Increased
745	Castleark Management Chicago, Illinois	$7.01M	+$1.51M	1	0.23%	Increased
746	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$7.01M	+$19.2K	2	4.24%	Increased
747	WC Winmill & Co Walpole, New Hampshire	$7M	$0	1	2.02%	Maintained
748	Callan Family Office Radnor, Pennsylvania	$7M	+$888K	11	0.16%	Increased
749	ERWM Elk River Wealth Management Denver, Colorado	$6.93M	-$2.83M	1	1.15%	Reduced
750	BCM Bretton Capital Management San Francisco, California	$6.92M	$0	2	6.33%	Maintained