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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	Shelton Capital Management Denver, Colorado	$1.13M	$0	2	0.1%	Maintained
777	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.11M	+$176K	3	0.14%	Increased
778	LDB Lee, Danner & Bass Nashville, Tennessee	$1.11M	$0	1	0.14%	Maintained
779	ESBC E.S. Barr & Co Lexington, Kentucky	$1.11M	-$6.25K	1	0.13%	Reduced
780	NERM New England Research & Management Chicago, Illinois	$1.07M	+$281K	3	0.91%	Increased
781	AC Alpenglow Capital San Carlos, California	$1.07M	+$1.01M	1	1.93%	New
782	JC JBF Capital Aspen, Colorado	$1.07M	$0	2	0.14%	Maintained
783	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.07M	+$828K	2	0.03%	Increased
784	Simplex Trading Chicago, Illinois	$1.06M	-$770K	11	0.08%	Reduced
785	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.05M	-$6.69M	1	0.07%	Reduced
786	MUFG Americas New York	$1.05M	-$278K	5	0.04%	Reduced
787	Huntington National Bank Columbus, Ohio	$1.04M	-$371K	7	0.03%	Reduced
788	DnB Asset Management Oslo, Norway	$1.04M	+$237K	2	0.02%	Increased
789	CIC Chase Investment Counsel Charlottesville, Virginia	$1.03M	-$623K	1	0.45%	Reduced
790	MSI Financial Services Springfield, Massachusetts	$1.01M	-$935K	15	0.04%	Reduced
791	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.01M	$0	3	0.21%	Maintained
792	FDS First Dallas Securities Dallas, Texas	$997K	+$268K	3	0.81%	Increased
793	WIS Wright Investors Service Shelton, Connecticut	$981K	-$98.3K	1	0.39%	Reduced
794	AW Alpha Windward Westwood, Massachusetts	$973K	+$96.7K	4	0.7%	Increased
795	MVA Mount Vernon Associates Baltimore, Maryland	$968K	+$101K	1	2.15%	Increased
796	SA Springowl Associates New York	$962K	-$60.5K	1	7.68%	Reduced
797	WPC White Pine Capital Bloomington, Minnesota	$958K	+$450K	2	0.41%	Increased
798	PP PDT Partners New York	$954K	-$2.55M	2	0.06%	Reduced
799	CCM Coe Capital Management Highland Park, Illinois	$952K	+$210K	2	0.3%	Increased
800	PCM Perritt Capital Management Chicago, Illinois	$951K	$0	2	0.24%	Maintained