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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	MAM Marquette Asset Management Minneapolis, Minnesota	$432K	$0	2	0.18%	Maintained
877	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$429K	-$82.7K	2	0.31%	Reduced
878	FSA Financial Sense Advisors San Diego, California	$428K	-$403K	1	0.17%	Reduced
879	G Glenrock New York	$426K	-$907K	1	8.02%	Reduced
880	FP Foundry Partners Minneapolis, Minnesota	$425K	+$49.4K	1	0.04%	Increased
881	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$422K	-$65.9K	2	0.1%	Reduced
882	IIM Ironwood Investment Management Boston, Massachusetts	$421K	+$397K	1	0.07%	New
883	ACM Ativo Capital Management Chicago, Illinois	$408K	-$1.5M	1	0.18%	Reduced
884	NFG Next Financial Group Houston, Texas	$405K	+$396K	4	0.21%	New
885	MC Moors & Cabot Boston, Massachusetts	$400K	+$63.8K	1	0.07%	Increased
886	AIM Allen Investment Management New York	$398K	$0	1	0.04%	Maintained
887	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$395K	+$86.5K	5	0.06%	Increased
888	CIC Cornercap Investment Counsel Atlanta, Georgia	$394K	-$9.73K	1	0.07%	Reduced
889	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$389K	+$371K	1	0.16%	New
890	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$389K	+$360K	2	0.04%	New
891	AC Alexandria Capital Arlington, Virginia	$388K	-$253K	4	0.17%	Reduced
892	I IberiaBank Lafayette, Louisiana	$386K	$0	1	0.22%	Maintained
893	Eagle Global Advisors Houston, Texas	$379K	-$161K	1	0.01%	Reduced
894	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$379K	$0	1	0.04%	Maintained
895	PM Parametrica Management Wanchai, Hong Kong	$363K	+$323K	1	2.75%	New
896	NERM New England Research & Management Chicago, Illinois	$358K	+$344K	1	0.32%	New
897	NCM Novare Capital Management Charlotte, North Carolina	$354K	-$684K	1	0.09%	Reduced
898	ICOA Investment Centers of America Bismarck, North Dakota	$350K	-$7.18K	1	0.08%	Reduced
899	CCG Cypress Capital Group Palm Beach, Florida	$342K	+$22.9K	1	0.08%	Increased
900	MC Menta Capital San Francisco, California	$335K	-$613K	1	0.06%	Reduced