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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	AC Addison Capital Conshohocken, Pennsylvania	$691K	$0	1	0.61%	Maintained
877	First National Trust Hermitage, Pennsylvania	$680K	+$157K	1	0.1%	Increased
878	MN Services Vermogensbeheer The Hague, Netherlands	$680K	$0	4	0.14%	Maintained
879	PM Parametrica Management Wanchai, Hong Kong	$675K	+$658K	1	0.67%	New
880	B BP London, United Kingdom	$662K	$0	1	0.02%	Maintained
881	Montag & Associates Atlanta, Georgia	$650K	-$562K	2	0.08%	Reduced
882	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$648K	+$642K	1	0.27%	New
883	Robeco Institutional Asset Management Rotterdam, Netherlands	$643K	-$412K	2	0.01%	Reduced
884	Smith Salley Wealth Management Greensboro, North Carolina	$643K	$0	1	0.13%	Maintained
885	Wolverine Trading Chicago, Illinois	$642K	-$734K	3	0%	Reduced
886	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$639K	+$36.3K	1	0.16%	Increased
887	CAM Cubic Asset Management Boston, Massachusetts	$632K	+$643K	2	0.2%	New
888	GCA Greenwood Capital Associates Greenwood, South Carolina	$632K	-$1.5M	2	0.18%	Reduced
889	Cullen/Frost Bankers San Antonio, Texas	$631K	-$36.7K	2	0.02%	Reduced
890	CP Clover Partners Dallas, Texas	$630K	-$597K	1	0.34%	Reduced
891	Clifford Swan Investment Counsel Pasadena, California	$629K	$0	1	0.04%	Maintained
892	Central Trust Company Jefferson City, Missouri	$626K	+$85.5K	4	0.04%	Increased
893	HMS Hanseatic Management Services Albuquerque, New Mexico	$622K	-$2.6M	1	0.35%	Reduced
894	CS Comerica Securities Detroit, Michigan	$621K	+$11K	1	0.15%	Increased
895	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$620K	-$198K	1	0.42%	Reduced
896	SW SVB Wealth Boston, Massachusetts	$616K	-$71.4K	2	0.03%	Reduced
897	Tokio Marine Asset Management Tokyo, Japan	$616K	-$431K	3	0.07%	Reduced
898	NIMI Natixis Investment Managers International Paris, France	$609K	-$623K	2	0.06%	Reduced
899	HVIA Hudson Valley Investment Advisors Goshen, New York	$598K	+$94.9K	1	0.18%	Increased
900	ACM Argyle Capital Management Center Valley, Pennsylvania	$586K	+$368K	1	0.25%	Increased