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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	Guardian Capital (Canada) Toronto, Ontario, Canada	$421K	-$602K	1	0.01%	Reduced
877	MI Markston International White Plains, New York	$421K	-$18K	1	0.03%	Reduced
878	EMG Ellington Management Group Old Greenwich, Connecticut	$420K	-$688K	1	0.29%	Reduced
879	AAM Azzad Asset Management Falls Church, Virginia	$412K	+$202K	2	0.24%	Increased
880	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$408K	-$71.8K	1	0.34%	Reduced
881	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$402K	+$31.2K	1	0.13%	Increased
882	TC TradeLink Capital Chicago, Illinois	$401K	-$381K	2	0.64%	Reduced
883	CIBC Private Wealth Group Atlanta, Georgia	$399K	$0	1	0%	Maintained
884	GWI Grace & White Inc Ny, New York	$399K	$0	1	0.08%	Maintained
885	FP Foundry Partners Minneapolis, Minnesota	$388K	-$6.61K	1	0.04%	Reduced
886	CC Cognios Capital Leawood, Kansas	$382K	$0	1	0.27%	Maintained
887	DG Davidson & Garrard Lynchburg, Virginia	$377K	-$11.2K	1	0.09%	Reduced
888	AC Alexandria Capital Arlington, Virginia	$374K	+$2.85K	4	0.16%	Increased
889	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$374K	+$411K	1	0.01%	New
890	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$371K	+$19.7K	4	0%	Increased
891	I IberiaBank Lafayette, Louisiana	$367K	$0	1	0.21%	Maintained
892	Eagle Global Advisors Houston, Texas	$360K	$0	1	0.01%	Maintained
893	PAM PartnerRe Asset Management Greenwich, Connecticut	$359K	-$40K	3	0.07%	Reduced
894	SI SII Investments Appleton, Wisconsin	$353K	-$156K	1	0.05%	Reduced
895	MHS M Holdings Securities Portland, Oregon	$351K	$0	1	0.2%	Maintained
896	IIM Ironwood Investment Management Boston, Massachusetts	$344K	-$8.44K	1	0.06%	Reduced
897	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$340K	-$5.65K	5	0.05%	Reduced
898	Rockefeller Financial Services New York	$340K	-$2.67M	1	0.01%	Reduced
899	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$335K	-$39K	2	0.09%	Reduced
900	G Glenrock New York	$334K	$0	1	8.49%	Maintained