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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
826	NCM Noesis Capital Mangement Boca Raton, Florida	$624K	-$183K	1	0.27%	Reduced
827	Huntington National Bank Columbus, Ohio	$598K	-$357K	2	0.01%	Reduced
828	E. Ohman J:or Asset Management Stockholm, Sweden	$598K	$0	4	0.15%	Maintained
829	LCM Landscape Capital Management Englewood, New Jersey	$592K	+$230K	1	0.41%	Increased
830	QI Quotient Investors New York	$586K	-$829K	1	0.13%	Reduced
831	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$583K	+$307K	2	0.06%	Increased
832	Clifford Swan Investment Counsel Pasadena, California	$583K	$0	1	0.04%	Maintained
833	WA WFG Advisors Dallas, Texas	$578K	+$29.6K	9	0.11%	Increased
834	HF Hoxton Financial Shepherdstown, West Virginia	$567K	+$4.82K	2	0.25%	Increased
835	GEM Global Endowment Management Charlotte, North Carolina	$557K	$0	1	0.09%	Maintained
836	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$549K	$0	1	0.43%	Maintained
837	ICM IMS Capital Management Portland, Oregon	$549K	-$77.9K	2	0.64%	Reduced
838	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$542K	+$388K	1	0.07%	Increased
839	FIM Freedom Investment Management Hartford, Connecticut	$542K	+$613K	2	0.1%	Increased
840	JP Morgan Private Wealth Advisors San Francisco, California	$542K	+$92.8K	1	0.01%	Increased
841	BO Bank OZK Little Rock, Arkansas	$532K	-$27K	1	0.2%	Reduced
842	NCA NCM Capital Advisers Durham, North Carolina	$531K	+$584K	1	0.8%	New
843	SIM Spark Investment Management New York	$531K	-$461K	2	0.08%	Reduced
844	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$527K	+$246K	2	0.07%	Increased
845	HCMT Highland Capital Management (Texas) Dallas, Texas	$526K	+$515K	1	0.02%	New
846	EEG E.E. Geduld	$519K	$0	2	0.37%	Maintained
847	CAM Cortina Asset Management Milwaukee, Wisconsin	$517K	-$246K	1	0.02%	Reduced
848	FA FDx Advisors Chicago, Illinois	$517K	-$2.46K	2	0.03%	Reduced
849	AGM Alpine Global Management New York	$514K	-$2.57M	2	0.38%	Reduced
850	EVC Eidelman Virant Capital Saint Louis, Missouri	$507K	-$181K	1	0.24%	Reduced