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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	Advisory Services Network Atlanta, Georgia	$786K	+$45.7K	7	0.21%	Increased
827	SCA Snowden Capital Advisors New York	$785K	+$713K	1	0.27%	New
828	FNYS First New York Securities New York	$784K	+$668K	1	0.54%	Increased
829	SAM Sunnymeath Asset Management Red Bank, New Jersey	$782K	-$793K	4	1.19%	Reduced
830	Hillsdale Investment Management Toronto, Ontario, Canada	$781K	+$317K	2	0.27%	Increased
831	PTC Private Trust Company Cleveland, Ohio	$776K	-$26.7K	2	0.21%	Reduced
832	NIMI Natixis Investment Managers International Paris, France	$761K	+$600K	2	0.09%	Increased
833	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$751K	-$2.03M	2	1.48%	Reduced
834	NorthRock Partners Minneapolis, Minnesota	$742K	+$574K	1	0.39%	New
835	HF Hoxton Financial Shepherdstown, West Virginia	$740K	+$94.8K	3	0.38%	Increased
836	BAM Burnham Asset Management New York	$733K	$0	3	0.23%	Maintained
837	AIM Alambic Investment Management Belvedere, California	$730K	+$448K	2	0.24%	Increased
838	IFP Advisors Tampa, Florida	$723K	-$3.65M	9	0.1%	Reduced
839	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$722K	-$120K	1	0.68%	Reduced
840	AWW Alan W. Weber	$713K	+$79.9K	1	0.6%	Increased
841	NSIM North Star Investment Management Chicago, Illinois	$707K	-$52.8K	1	0.14%	Reduced
842	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$705K	+$35.5K	1	0.34%	Increased
843	CPM Chesapeake Partners Management Baltimore, Maryland	$687K	-$14.6M	1	0.05%	Reduced
844	Cullen/Frost Bankers San Antonio, Texas	$685K	-$2.75K	2	0.03%	Reduced
845	FFA First Foundation Advisors Irvine, California	$685K	+$115K	2	0.05%	Increased
846	Smith Salley Wealth Management Greensboro, North Carolina	$682K	$0	1	0.17%	Maintained
847	P Pitcairn Conshohocken, Pennsylvania	$678K	-$137K	2	0.09%	Reduced
848	CPA Columbia Pacific Advisors Seattle, Washington	$677K	-$401K	1	0.71%	Reduced
849	Geneos Wealth Management Englewood, Colorado	$677K	+$591K	11	0.1%	New
850	PFC Poplar Forest Capital Pasadena, California	$664K	$0	1	0.06%	Maintained