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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	Trivium Point Advisory Westport, Connecticut	$1.36M	+$80K	1	0.63%	Increased
902	Magnetar Financial Evanston, Illinois	$1.34M	+$991K	1	0.03%	Increased
903	MCC Malaga Cove Capital Pv Estates, California	$1.34M	+$248K	2	0.82%	Increased
904	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.34M	-$4.42K	2	0.57%	Reduced
905	Zeke Capital Advisors Berwyn, Pennsylvania	$1.34M	+$871K	3	0.12%	Increased
906	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.33M	-$248K	1	0.01%	Reduced
907	Corsair Capital Management New York	$1.32M	-$84.6K	2	0.41%	Reduced
908	KWA KCS Wealth Advisory Los Angeles, California	$1.32M	+$199K	2	1.15%	Increased
909	Bank Hapoalim BM Tel Aviv, Israel	$1.32M	+$225K	3	0.32%	Increased
910	NERM New England Research & Management Chicago, Illinois	$1.32M	+$1.3M	3	0.89%	New
911	Roundview Capital Princeton, New Jersey	$1.32M	+$409K	2	0.31%	Increased
912	Första AP-fonden Stockholm, Sweden	$1.3M	$0	2	0.06%	Maintained
913	First Mercantile Trust Cordova, Tennessee	$1.3M	-$82.9K	9	0.31%	Reduced
914	Argent Capital Management St Louis, Missouri	$1.29M	+$524K	1	0.05%	Increased
915	HM Payson & Co Portland, Maine	$1.28M	+$1.24M	2	0.05%	Increased
916	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.28M	-$12.1K	4	0.78%	Reduced
917	North Star Investment Management Chicago, Illinois	$1.27M	-$254K	2	0.15%	Reduced
918	AFA Abacus FCF Advisors Orlando, Florida	$1.26M	+$57K	1	0.98%	Increased
919	RFN RDA Financial Network Akron, Iowa	$1.26M	+$1.14M	1	0.59%	New
920	MC Menta Capital San Francisco, California	$1.23M	+$619K	1	0.54%	Increased
921	AIM Alambic Investment Management Belvedere, California	$1.23M	-$423K	1	0.5%	Reduced
922	ArrowMark Colorado Holdings Denver, Colorado	$1.2M	$0	1	0.01%	Maintained
923	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$1.19M	+$30K	1	0.1%	Increased
924	Pinnacle Advisory Group Columbia, Maryland	$1.19M	-$5.13K	1	0.08%	Reduced
925	Lee, Danner & Bass Nashville, Tennessee	$1.19M	+$1.14M	1	0.13%	New