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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
901	HR Howe & Rusling Rochester, New York	$55K	+$3.24K	3	0.02%	Increased
902	Mairs & Power Inc St Paul, Minnesota	$55K	$0	1	0%	Maintained
903	ACMI Amida Capital Management II New York	$54K	-$385K	1	0.02%	Reduced
904	CFA Carroll Financial Associates Charlotte, North Carolina	$51K	$0	2	0.02%	Maintained
905	GMCM Gruber & McBaine Capital Management San Francisco, California	$50K	+$59.1K	1	0.02%	New
906	People's United Financial Bridgeport, Connecticut	$49K	-$11.7M	3	0%	Reduced
907	KPCM Kings Point Capital Management Great Neck, New York	$44K	$0	1	0.02%	Maintained
908	MCF Advisors Covington, Kentucky	$43K	$0	2	0.02%	Maintained
909	JIC Joel Isaacson & Co New York	$42K	$0	1	0.02%	Maintained
910	Chilton Capital Management Houston, Texas	$40.2K	$0	1	0%	Maintained
911	First Eagle Investment Management New York	$39K	$0	1	0%	Maintained
912	WF WealthTrust Fairport Cleveland, Ohio	$38K	-$6.02M	2	0.01%	Reduced
913	WhitTier Trust Company Reno, Nevada	$37K	$0	1	0.01%	Maintained
914	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$36K	$0	3	0.01%	Maintained
915	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$35K	$0	1	0.06%	Maintained
916	WRM Westport Resources Management Westport, Connecticut	$33K	-$40.6K	3	0.01%	Reduced
917	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$30K	-$7.74K	2	0%	Reduced
918	PTC Private Trust Company Cleveland, Ohio	$28K	-$26.5K	6	0.01%	Reduced
919	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$27K	+$1.01K	4	0%	Increased
920	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$26K	$0	1	0%	Maintained
921	Thompson Siegel & Walmsley Richmond, Virginia	$25K	-$799K	3	0%	Reduced
922	OIA Optimum Investment Advisors Chicago, Illinois	$21K	+$21.8K	1	0.01%	New
923	LFR Lehman Financial Resources Media, Pennsylvania	$19K	$0	1	0.01%	Maintained
924	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$18K	$0	1	0%	Maintained
925	FWM Focused Wealth Management Newburgh, New York	$17K	+$17.3K	3	0.02%	New