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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
851	CD Carl Domino West Palm Beach, Florida	$204K	$0	1	0.12%	Maintained
852	GLI Guardian Life Insurance New York	$204K	+$970	3	0.02%	Increased
853	QCMC Quantum Capital Management (California) San Francisco, California	$204K	+$200K	1	0.04%	New
854	GF Gerstein Fisher New York	$203K	-$7.42K	1	0.04%	Reduced
855	KFS KMS Financial Services Seattle, Washington	$203K	+$23.9K	1	0.05%	Increased
856	NIC Northwest Investment Counselors Lake Oswego, Oregon	$203K	+$218K	1	0.16%	New
857	PC Passport Capital San Francisco, California	$201K	+$208K	1	0.01%	New
858	MAM Marquette Asset Management Minneapolis, Minnesota	$193K	$0	1	0.09%	Maintained
859	Davenport & Co Richmond, Virginia	$193K	-$22.3K	1	0%	Reduced
860	LIA LS Investment Advisors Bloomfield Hills, Michigan	$186K	+$113K	3	0.02%	Increased
861	BCAM Boston Common Asset Management Boston, Massachusetts	$182K	+$188K	1	0.01%	New
862	AFG Albion Financial Group Salt Lake City, Utah	$175K	$0	1	0.04%	Maintained
863	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$173K	+$179K	1	0.03%	New
864	CCG Cypress Capital Group Palm Beach, Florida	$170K	-$239	1	0.04%	Reduced
865	MUS Mitsubishi UFJ Securities Tokyo, Japan	$162K	-$264K	1	0.07%	Reduced
866	Shinko Asset Management Company Tokyo, Japan	$148K	+$36.8K	5	0%	Increased
867	AGA Accuvest Global Advisors Provo, Utah	$144K	$0	1	0.04%	Maintained
868	PMFA Plante Moran Financial Advisors Southfield, Michigan	$139K	-$82.3K	3	0.09%	Reduced
869	GIS Guardian Investor Services New York	$136K	-$1.57K	3	0.11%	Reduced
870	AFC AFT Forsyth & Company West Palm Beach, Florida	$135K	-$128K	1	0.18%	Reduced
871	Conning Inc Hartford, Connecticut	$124K	+$126K	1	0.01%	New
872	DekaBank Deutsche Girozentrale Frankfurt, Germany	$120K	-$2.84M	4	0%	Reduced
873	EWM Elite Wealth Management Kirkland, Washington	$118K	+$122K	1	0.1%	New
874	HCM Highlander Capital Management Short Hills, New Jersey	$111K	-$42.1K	2	0.11%	Reduced
875	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$107K	$0	1	0.31%	Maintained