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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
801	Martingale Asset Management Boston, Massachusetts	$1.86M	-$4.88M	2	0.03%	Reduced
802	Veritable Wilmington, Delaware	$1.86M	+$3.54K	2	0.04%	Increased
803	3C 361 Capital Denver, Colorado	$1.86M	+$1.86M	1	0.36%	New
804	KHCM Kettle Hill Capital Management New York	$1.85M	$0	1	2.09%	Maintained
805	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.85M	-$25.3K	1	3.58%	Reduced
806	ZDA Zweig-DiMenna Associates New York	$1.83M	+$1.79M	2	0.16%	New
807	NIMI Natixis Investment Managers International Paris, France	$1.83M	+$1.47M	5	0.16%	Increased
808	MAI Capital Management Independence, Ohio	$1.82M	+$5.24K	2	0.11%	Increased
809	ACM Addison Clark Management Stamford, Connecticut	$1.82M	-$5.35M	1	36.37%	Reduced
810	SM Senvest Management New York	$1.79M	-$21.3M	1	0.12%	Reduced
811	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.77M	+$1.76M	1	0.36%	New
812	RWM RKL Wealth Management Lancaster, Pennsylvania	$1.76M	-$487K	1	0.5%	Reduced
813	P Pitcairn Conshohocken, Pennsylvania	$1.75M	+$405K	3	0.2%	Increased
814	WMG WESCAP Management Group Glendale, California	$1.75M	-$2.07M	2	0.79%	Reduced
815	PM Precept Management Dallas, Texas	$1.75M	$0	2	1.36%	Maintained
816	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$1.74M	+$4.13K	1	0.1%	Increased
817	RA Rational Advisors Huntington, New York	$1.74M	-$4.15K	2	0.93%	Reduced
818	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.7M	-$4.06M	1	0.57%	Reduced
819	Independent Advisor Alliance Charlotte, North Carolina	$1.68M	+$448K	2	0.46%	Increased
820	Tudor Investment Corp Stamford, Connecticut	$1.68M	-$2.94M	3	0.04%	Reduced
821	PCM Parsons Capital Management Providence, Rhode Island	$1.67M	$0	2	0.2%	Maintained
822	MHS M Holdings Securities Portland, Oregon	$1.66M	+$2.15K	3	0.53%	Increased
823	OFW Omnia Family Wealth Aventura, Florida	$1.65M	-$7.52K	9	0.8%	Reduced
824	TH Timber Hill Greenwich, Connecticut	$1.64M	-$497K	5	0.15%	Reduced
825	LCS Levin Capital Strategies New York	$1.62M	+$822K	2	0.03%	Increased