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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
776	JIR James Investment Research Alpha, Ohio	$917K	-$1.96M	3	0.03%	Reduced
777	Janney Montgomery Scott Philadelphia, Pennsylvania	$916K	+$508K	2	0.02%	Increased
778	NCM Noesis Capital Mangement Boca Raton, Florida	$908K	+$38.5K	1	0.41%	Increased
779	Private Advisor Group Morristown, New Jersey	$907K	+$329K	2	0.08%	Increased
780	Glenmede Trust Philadelphia, Pennsylvania	$904K	+$429K	10	0.01%	Increased
781	Stephens Inc Little Rock, Arkansas	$904K	+$602K	2	0.05%	Increased
782	abrdn Investment Management Edinburgh, United Kingdom	$901K	-$11.2M	3	0%	Reduced
783	JC JBF Capital Aspen, Colorado	$894K	$0	1	0.13%	Maintained
784	LIA LS Investment Advisors Bloomfield Hills, Michigan	$885K	-$25.2K	4	0.08%	Reduced
785	TEC Tiger Eye Capital Nashville, Tennessee	$881K	-$6.95M	1	0.09%	Reduced
786	HL Financial Services Louisville, Kentucky	$873K	+$364K	2	0.03%	Increased
787	R.M. Davis Inc Portland, Maine	$860K	-$160K	1	0.05%	Reduced
788	SCM SG Capital Management Chicago, Illinois	$858K	+$783K	1	0.24%	New
789	Evercore Wealth Management New York	$844K	-$163K	5	0.04%	Reduced
790	WF WealthTrust Fairport Cleveland, Ohio	$829K	+$107K	1	0.12%	Increased
791	Diversified Trust Memphis, Tennessee	$823K	+$777K	1	0.07%	New
792	MCF Advisors Covington, Kentucky	$818K	+$1.03K	5	0.26%	Increased
793	DTL Dynamic Technology Lab Singapore	$798K	+$765K	3	0.38%	New
794	Norinchukin Bank Tokyo, Japan	$794K	-$82.1K	3	0.02%	Reduced
795	1CM 1492 Capital Management Milwaukee, Wisconsin	$790K	-$865K	1	0.41%	Reduced
796	GCM Glaxis Capital Management Sarasota, Florida	$789K	+$439K	1	1.71%	Increased
797	Brown Advisory Baltimore, Maryland	$787K	+$143K	2	0%	Increased
798	PMG ProVise Management Group Clearwater, Florida	$786K	$0	1	0.17%	Maintained
799	TC TradeLink Capital Chicago, Illinois	$786K	+$366K	1	0.72%	Increased
800	PI Panthera Investment Frankfurt, Germany	$785K	+$808K	1	0.37%	New