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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	PAM Princeton Alpha Management Princeton Junction, New Jersey	$263K	-$2.31M	1	0.05%	Reduced
927	BFC Blue Fin Capital Warren, Rhode Island	$260K	$0	1	0.21%	Maintained
928	ACM Alta Capital Management Salt Lake City, Utah	$259K	+$8.09K	1	0.02%	Increased
929	CD Carl Domino West Palm Beach, Florida	$258K	$0	1	0.13%	Maintained
930	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$257K	+$97.1K	4	0.21%	Increased
931	FIM Fruth Investment Management Houston, Texas	$254K	-$8.59K	1	0.12%	Reduced
932	AFG Albion Financial Group Salt Lake City, Utah	$253K	+$1.92K	1	0.04%	Increased
933	MSU Maple Securities USA Jersey City, New Jersey	$252K	+$239K	1	0.03%	New
934	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$252K	-$17.2K	1	0.06%	Reduced
935	DC Deere & Company Moline, Illinois	$245K	-$1.55M	1	0.01%	Reduced
936	GP Grow Partners San Diego, California	$239K	+$218K	1	0.17%	New
937	SM Salzhauer Michael	$235K	-$39.8K	1	0.22%	Reduced
938	DF Dent & Co Baltimore, Maryland	$232K	+$207K	1	0.01%	New
939	Highbridge Capital Management New York	$230K	-$2.14M	1	0%	Reduced
940	Hillsdale Investment Management Toronto, Ontario, Canada	$230K	+$223K	1	0.05%	New
941	LSV Asset Management Chicago, Illinois	$230K	+$223K	1	0%	New
942	CP Camelot Portfolios Maumee, Ohio	$229K	+$193K	1	0.15%	New
943	ZIM ZPR Investment Management Orange City, Florida	$226K	+$205K	1	0.21%	New
944	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$224K	$0	1	0.03%	Maintained
945	TCM Tran Capital Management San Rafael, California	$224K	+$209K	1	0%	New
946	HCM Hollencrest Capital Management Newport Beach, California	$223K	$0	1	0.03%	Maintained
947	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$222K	+$164K	2	0.14%	Increased
948	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$220K	+$212K	1	0.07%	New
949	LMR Partners London, United Kingdom	$220K	-$221K	1	0.02%	Reduced
950	Whittier Trust South Pasadena, California	$212K	$0	2	0.01%	Maintained