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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	ICOA Investment Centers of America Bismarck, North Dakota	$333K	+$23K	1	0.06%	Increased
902	Weiss Multi-Strategy Advisers New York	$330K	-$13.5M	1	0.01%	Reduced
903	Evercore Wealth Management New York	$326K	-$439K	4	0.02%	Reduced
904	MC Moors & Cabot Boston, Massachusetts	$317K	-$27.4K	1	0.05%	Reduced
905	NERM New England Research & Management Chicago, Illinois	$313K	+$12K	1	0.27%	Increased
906	HI Honeywell International Charlotte, North Carolina	$310K	+$328K	1	0.01%	New
907	AWA Arete Wealth Advisors Chicago, Illinois	$308K	-$46.5K	2	0.23%	Reduced
908	CG Clinton Group New York	$306K	+$344K	1	0.12%	New
909	CCG Cypress Capital Group Palm Beach, Florida	$300K	+$19	1	0.07%	Increased
910	AGC Angelo Gordon & Co New York	$299K	-$172K	1	0.02%	Reduced
911	Stephens Inc Little Rock, Arkansas	$295K	-$594K	1	0.01%	Reduced
912	PAS Partnervest Advisory Services Santa Barbara, California	$292K	-$328K	1	0.15%	Reduced
913	ACM Aviance Capital Management Sarasota, Florida	$290K	-$86.4K	1	0.01%	Reduced
914	BEAM Baker Ellis Asset Management Vancouver, Washington	$288K	+$1.92K	1	0.1%	Increased
915	BA Boston Advisors Boston, Massachusetts	$280K	-$3.27M	1	0.01%	Reduced
916	HM Payson & Co Portland, Maine	$280K	$0	1	0.01%	Maintained
917	RHBC R.H. Bluestein & Co Birmingham, Michigan	$276K	$0	1	0.02%	Maintained
918	Central Trust Company Jefferson City, Missouri	$271K	-$911K	4	0.02%	Reduced
919	IMAS ID Management A/S Randers, Denmark	$271K	+$286K	2	0.13%	New
920	QS Investors New York	$264K	$0	3	0.01%	Maintained
921	Fayez Sarofim & Co Houston, Texas	$261K	$0	1	0%	Maintained
922	NES New England Securities New York	$260K	+$248K	6	0.09%	Increased
923	Cetera Advisors Denver, Colorado	$257K	-$8.57M	1	0.02%	Reduced
924	OL Orbitronix LP Newport Beach, California	$253K	+$281K	1	0.15%	New
925	VFS VSR Financial Services Overland Park, Kansas	$253K	-$12.2K	1	0.03%	Reduced