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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
926	Fayez Sarofim & Co Houston, Texas	$249K	$0	1	0%	Maintained
927	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$247K	-$11K	2	0.05%	Reduced
928	CC Cognios Capital Leawood, Kansas	$240K	-$1.71M	1	0.14%	Reduced
929	AFG Albion Financial Group Salt Lake City, Utah	$239K	+$246K	1	0.04%	New
930	AAM Azzad Asset Management Falls Church, Virginia	$238K	-$29.6K	1	0.16%	Reduced
931	HCM Hilton Capital Management Garden City, New York	$235K	+$244K	1	0.09%	New
932	ACM Alta Capital Management Salt Lake City, Utah	$234K	+$4.65K	1	0.02%	Increased
933	YP Yellowstone Partners Idaho Falls, Idaho	$232K	-$39.6K	1	0.15%	Reduced
934	CCT Country Club Trust Kansas City, Missouri	$230K	+$235K	1	0.03%	New
935	BFC Blue Fin Capital Warren, Rhode Island	$229K	+$25.8K	1	0.2%	Increased
936	CD Carl Domino West Palm Beach, Florida	$227K	$0	1	0.12%	Maintained
937	COI Connable Office Inc Kalamazoo, Michigan	$220K	-$16.6K	1	0.06%	Reduced
938	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$218K	$0	1	0.03%	Maintained
939	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$215K	-$14.4K	1	0.05%	Reduced
940	KFS KMS Financial Services Seattle, Washington	$210K	$0	1	0.03%	Maintained
941	AWA Arete Wealth Advisors Chicago, Illinois	$209K	+$193K	1	0.19%	New
942	HCM Hollencrest Capital Management Newport Beach, California	$209K	-$357K	1	0.03%	Reduced
943	NIC Northwest Investment Counselors Lake Oswego, Oregon	$209K	+$5.67K	1	0.14%	Increased
944	IMS Index Management Solutions Philadelphia, Pennsylvania	$206K	+$115K	4	0.03%	Increased
945	MAA Mraz Amerine & Associates Modesto, California	$206K	+$225K	1	0.09%	New
946	CA CapWealth Advisors Franklin, Tennessee	$203K	-$592K	1	0.05%	Reduced
947	FIM Fruth Investment Management Houston, Texas	$200K	-$11.1K	1	0.09%	Reduced
948	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$194K	+$200K	1	0.04%	New
949	Whittier Trust South Pasadena, California	$193K	$0	2	0.01%	Maintained
950	VHAM Van Hulzen Asset Management El Dorado Hills, California	$192K	+$197K	1	0.19%	New