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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
876	Glenmede Trust Philadelphia, Pennsylvania	$418K	+$113K	8	0%	Increased
877	Envestnet Asset Management Chicago, Illinois	$409K	+$71.5K	10	0%	Increased
878	MAM Marquette Asset Management Minneapolis, Minnesota	$409K	$0	2	0.17%	Maintained
879	LMR Partners London, United Kingdom	$406K	+$390K	1	0.06%	New
880	CIC Cornercap Investment Counsel Atlanta, Georgia	$401K	+$12.5K	1	0.07%	Increased
881	Laurion Capital Management New York	$391K	+$422K	1	0.01%	New
882	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$389K	+$7.35K	1	0.13%	Increased
883	CL CSS LLC Chicago, Illinois	$387K	-$368K	1	0.02%	Reduced
884	GWI Grace & White Inc Ny, New York	$385K	$0	1	0.07%	Maintained
885	FA Fagan Associates Troy, New York	$384K	+$395K	1	0.33%	New
886	AIM Allen Investment Management New York	$376K	+$381K	1	0.06%	New
887	Verition Fund Management Greenwich, Connecticut	$376K	-$184K	2	0.06%	Reduced
888	FBP Flippin Bruce & Porter Lynchburg, Virginia	$374K	-$106K	1	0.12%	Reduced
889	NPC National Planning Corporation El Segundo, California	$368K	-$87.1K	1	0.03%	Reduced
890	DD Dominick & Dominick New York	$359K	+$368K	1	0.18%	New
891	Janney Montgomery Scott Philadelphia, Pennsylvania	$359K	-$8.53K	1	0.01%	Reduced
892	SEC Seven Eight Capital New York	$357K	+$163K	1	0.31%	Increased
893	I IberiaBank Lafayette, Louisiana	$349K	-$60K	1	0.22%	Reduced
894	FP Foundry Partners Minneapolis, Minnesota	$347K	+$379K	1	0.03%	New
895	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$346K	-$120K	1	0.72%	Reduced
896	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$345K	+$342K	1	0.06%	New
897	SCM Stux Capital Management New York	$341K	+$111K	1	0.04%	Increased
898	HM Payson & Co Portland, Maine	$338K	+$15.6K	1	0.02%	Increased
899	MC Moors & Cabot Boston, Massachusetts	$327K	+$335K	1	0.08%	New
900	Rafferty Asset Management New York	$327K	+$337K	1	0.07%	New