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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
751	DCM Dimension Capital Management Coral Gables, Florida	$2.18M	+$974K	1	1.07%	Increased
752	SIG Schaller Investment Group Winston Salem, North Carolina	$2.14M	-$57.3K	1	1.58%	Reduced
753	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.13M	-$208K	6	0.72%	Reduced
754	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.11M	-$111K	1	0.01%	Reduced
755	Aptus Capital Advisors Fairhope, Alabama	$2.08M	+$2.02M	2	0.55%	New
756	Hennessy Advisors Inc Novato, California	$2.03M	-$238K	1	0.1%	Reduced
757	BTNA Bremer Trust National Association St. Cloud, Minnesota	$2.03M	+$1.77K	4	0.44%	Increased
758	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.02M	-$3.52M	2	1.51%	Reduced
759	NM Newtyn Management New York	$2.01M	+$3.03M	1	0.39%	New
760	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$2.01M	+$3.02M	1	0.66%	New
761	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.01M	+$109K	1	0.12%	Increased
762	HRT Financial New York	$2M	+$1.96M	3	0.29%	New
763	Maverick Capital Dallas, Texas	$1.99M	-$1.03M	1	0.03%	Reduced
764	AHC Anderson Hoagland & Co St Louis, Missouri	$1.99M	+$31K	1	1.41%	Increased
765	GIPM G2 Investment Partners Management New York	$1.99M	-$1.88M	1	0.83%	Reduced
766	HI Honeywell International Charlotte, North Carolina	$1.98M	-$9.92M	1	0.13%	Reduced
767	MA Mutual Advisors Omaha, Nebraska	$1.98M	+$587K	3	0.39%	Increased
768	SSI Scott & Selber Inc Houston, Texas	$1.96M	+$2.11M	1	1.2%	New
769	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.96M	+$1.92M	1	0.12%	New
770	OC Oakmont Corp Los Angeles, California	$1.95M	$0	1	0.31%	Maintained
771	UCMOK United Capital Management of KS Salina, Kansas	$1.95M	-$295K	1	1.81%	Reduced
772	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.94M	$0	1	0.77%	Maintained
773	WIA Wealthstreet Investment Advisors Dallas, Texas	$1.94M	-$656K	3	0.27%	Reduced
774	TWI Thomas White International Chicago, Illinois	$1.93M	$0	3	0.38%	Maintained
775	WCM Weld Capital Management New York	$1.92M	+$2.03M	4	0.43%	New