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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	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$323K	-$2.07M	1	0.03%	Reduced
902	WSCM Wellington Shields Capital Management New York	$307K	+$33.8K	1	0.05%	Increased
903	CCG Cypress Capital Group Palm Beach, Florida	$303K	+$37.4K	1	0.07%	Increased
904	Schroder Investment Management Group London, United Kingdom	$300K	-$30.1M	1	0%	Reduced
905	LGC Laurel Grove Capital Los Angeles, California	$297K	+$322K	1	0.18%	New
906	ICOA Investment Centers of America Bismarck, North Dakota	$296K	+$352K	1	0.06%	New
907	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$290K	+$43.4K	1	0.04%	Increased
908	VFS VSR Financial Services Overland Park, Kansas	$288K	-$3.3K	1	0.04%	Reduced
909	BEAM Baker Ellis Asset Management Vancouver, Washington	$287K	$0	1	0.1%	Maintained
910	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$287K	$0	1	0.03%	Maintained
911	Dynamic Advisor Solutions Phoenix, Arizona	$286K	$0	1	0.2%	Maintained
912	GCM Glaxis Capital Management Sarasota, Florida	$286K	-$1.71M	1	0.85%	Reduced
913	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$283K	+$6.5K	1	0.08%	Increased
914	SRC Shufro Rose & Co New York	$276K	-$565	1	0.03%	Reduced
915	Homrich & Berg Atlanta, Georgia	$270K	+$260K	1	0.04%	New
916	Cetera Advisor Networks El Segundo, California	$269K	+$37.7K	1	0.02%	Increased
917	FGA Flood Gamble Associates New York	$269K	+$292K	1	0.13%	New
918	Capital Investment Advisors Atlanta, Georgia	$268K	-$122K	1	0.03%	Reduced
919	QC QCM Cayman Houston, Texas	$264K	+$268K	1	0.06%	New
920	GVT Genesee Valley Trust Pittsford, New York	$262K	+$273K	1	0.17%	New
921	Stephens Inc Little Rock, Arkansas	$262K	-$196K	1	0.01%	Reduced
922	SM Salzhauer Michael	$261K	$0	1	0.25%	Maintained
923	VAM Visionary Asset Management Houston, Texas	$261K	+$269K	1	0.06%	New
924	Perkins Investment Management Chicago, Illinois	$259K	-$3.15M	2	0%	Reduced
925	Baker Avenue Asset Management San Francisco, California	$251K	+$62.2K	1	0.04%	Increased