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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	FCM FJ Capital Management Mclean, Virginia	$1.07M	+$826K	1	0.13%	Increased
902	ArrowMark Colorado Holdings Denver, Colorado	$1.07M	$0	1	0.01%	Maintained
903	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.06M	+$8.83K	1	0.94%	Increased
904	SCP Stamos Capital Partners Menlo Park, California	$1.06M	+$1.08M	3	0.8%	New
905	AQA Alpha Quant Advisors Irving, Texas	$1.05M	+$1M	3	1.09%	New
906	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.04M	+$543K	1	0.53%	Increased
907	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$1.03M	-$6.77M	1	0.08%	Reduced
908	MVA Mount Vernon Associates Baltimore, Maryland	$1.03M	$0	1	1.81%	Maintained
909	PAG Pinnacle Advisory Group Columbia, Maryland	$1.02M	-$214K	1	0.08%	Reduced
910	AP Advisor Partners Walnut Creek, California	$1.02M	+$250K	4	0.16%	Increased
911	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.01M	-$439K	3	0.23%	Reduced
912	AFA Abacus FCF Advisors Orlando, Florida	$1.01M	+$1.06M	1	0.93%	New
913	BCC Bridge City Capital Lake Oswego, Oregon	$1.01M	+$569K	1	0.66%	Increased
914	AW Alpha Windward Westwood, Massachusetts	$994K	-$1.55M	2	0.73%	Reduced
915	Old National Bancorp Evansville, Indiana	$991K	+$522K	3	0.05%	Increased
916	MHP Manatuck Hill Partners Westport, Connecticut	$988K	-$6.79M	1	0.51%	Reduced
917	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$988K	-$9.2K	17	0.01%	Reduced
918	Wedbush Securities Los Angeles, California	$986K	+$386K	3	0.13%	Increased
919	PCM Parsons Capital Management Providence, Rhode Island	$981K	-$284K	2	0.12%	Reduced
920	DAM Deltec Asset Management New York	$978K	+$969K	1	0.27%	New
921	RCM Rivernorth Capital Management West Palm Beach, Florida	$978K	$0	1	0.06%	Maintained
922	Private Advisor Group Morristown, New Jersey	$971K	-$273K	3	0.02%	Reduced
923	1WA 180 Wealth Advisors Federal Way, Washington	$969K	$0	1	0.45%	Maintained
924	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$960K	-$366K	2	0.15%	Reduced
925	IHL Investment House LLC Redondo Beach, California	$955K	-$233K	2	0.12%	Reduced