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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	QOP Quinn Opportunity Partners Charlottesville, Virginia	$1.54M	+$57.2K	2	0.21%	Increased
827	MML Investors Services Springfield, Massachusetts	$1.54M	-$633K	4	0.03%	Reduced
828	Mizuho Securities USA New York	$1.54M	+$1.52M	1	0.21%	New
829	HCM Hudson Capital Management Ramsey, New Jersey	$1.53M	+$152K	1	1.11%	Increased
830	Huntington National Bank Columbus, Ohio	$1.53M	-$466K	15	0.03%	Reduced
831	SGA Strategic Global Advisors Newport Beach, California	$1.52M	-$91.4K	2	0.54%	Reduced
832	RAM Redmond Asset Management Henrico, Virginia	$1.51M	-$17.6K	1	0.72%	Reduced
833	Thompson Siegel & Walmsley Richmond, Virginia	$1.51M	-$665K	4	0.02%	Reduced
834	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.5M	-$264K	1	1%	Reduced
835	OFG OTA Financial Group Purchase, New York	$1.48M	-$250K	1	0.7%	Reduced
836	BI Bulldog Investors Saddle Brook, New Jersey	$1.48M	+$1.47M	1	0.56%	New
837	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.48M	-$1.63M	1	0.11%	Reduced
838	Brown Advisory Baltimore, Maryland	$1.48M	-$494K	2	0.01%	Reduced
839	EULAV Asset Management Sarasota, Florida	$1.47M	+$398K	1	0.07%	Increased
840	CFIC City Financial Investment Company London, United Kingdom	$1.47M	$0	1	0.26%	Maintained
841	CB Chemical Bank Detroit, Michigan	$1.46M	-$90.5K	1	0.18%	Reduced
842	SCA Snowden Capital Advisors New York	$1.45M	+$10.3K	1	0.19%	Increased
843	FM Fondren Management Houston, Texas	$1.44M	-$5.86M	1	1.88%	Reduced
844	BCM Bayesian Capital Management Brooklyn, New York	$1.41M	-$2.33M	3	0.29%	Reduced
845	Empyrean Capital Partners Los Angeles, California	$1.41M	$0	1	0.07%	Maintained
846	Meiji Yasuda Life Insurance Tokyo, Japan	$1.4M	-$396K	2	0.22%	Reduced
847	BA Boston Advisors Boston, Massachusetts	$1.39M	-$4.05M	1	0.08%	Reduced
848	Koshinski Asset Management Decatur, Illinois	$1.39M	-$1.18M	2	0.34%	Reduced
849	CBT Capital Bank & Trust Irvine, California	$1.39M	-$69.1K	3	0.02%	Reduced
850	PPCM Pillar Pacific Capital Management Pacifica, California	$1.38M	-$39.8K	2	0.18%	Reduced