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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	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.03M	-$419K	2	0.13%	Reduced
777	Barings Charlotte, North Carolina	$1.02M	-$144K	1	0.02%	Reduced
778	AL Airain Ltd St. Peter Port, Guernsey	$1.01M	-$5.5M	3	0.08%	Reduced
779	HRT Financial New York	$1M	+$946K	1	1.41%	New
780	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$996K	+$967K	2	1%	New
781	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$993K	$0	3	0.19%	Maintained
782	Smith Salley Wealth Management Greensboro, North Carolina	$992K	$0	2	0.26%	Maintained
783	Lasalle Investment Management Securities Baltimore, Maryland	$988K	-$22.2K	1	0.01%	Reduced
784	JC JBF Capital Aspen, Colorado	$983K	$0	2	0.14%	Maintained
785	NV Nair Vinay	$982K	+$949K	3	1.2%	New
786	TCP TAMRO Capital Partners Alexandria, Virginia	$968K	-$46.1K	1	0.07%	Reduced
787	LG Leuthold Group Minneapolis, Minnesota	$967K	-$101K	1	0.1%	Reduced
788	LMR Partners London, United Kingdom	$965K	+$936K	1	0.13%	New
789	PIA Phoenix Investment Adviser New York	$962K	$0	1	0.87%	Maintained
790	MVA Mount Vernon Associates Baltimore, Maryland	$960K	+$22.8K	1	2.2%	Increased
791	First National Bank of Omaha Omaha, Nebraska	$945K	-$299K	2	0.07%	Reduced
792	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$943K	+$1.01M	1	0.69%	New
793	WCM Wesley Capital Management New York	$943K	+$1.01M	1	0.81%	New
794	MC Menta Capital San Francisco, California	$942K	-$564K	3	0.13%	Reduced
795	LSV Asset Management Chicago, Illinois	$937K	+$660K	2	0%	Increased
796	POA Pergamon Offshore Advisors New York	$937K	+$902K	2	0.88%	New
797	GC Globeflex Capital San Diego, California	$936K	-$3.87M	1	0.18%	Reduced
798	WA WFG Advisors Dallas, Texas	$929K	+$350K	10	0.19%	Increased
799	IA Icon Advisers Greenwood Village, Colorado	$923K	$0	2	0.05%	Maintained
800	Tokio Marine Asset Management Tokyo, Japan	$912K	-$319K	2	0.08%	Reduced