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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	MSI Financial Services Springfield, Massachusetts	$251K	-$19.1K	11	0.03%	Reduced
927	SM Salzhauer Michael	$246K	$0	1	0.22%	Maintained
928	Alpha Cubed Investments Irvine, California	$245K	-$1.31M	1	0.12%	Reduced
929	RIM Ranger Investment Management Dallas, Texas	$241K	+$1.32K	1	0.01%	Increased
930	FGA Flood Gamble Associates New York	$240K	$0	1	0.11%	Maintained
931	NCM Novare Capital Management Charlotte, North Carolina	$236K	-$63.9K	1	0.06%	Reduced
932	Great Lakes Advisors Chicago, Illinois	$235K	+$270K	1	0.01%	New
933	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$231K	+$995K	4	0.2%	Increased
934	VF Virtu Financial New York	$229K	+$239K	1	0.02%	New
935	BA Birinyi Associates Westport, Connecticut	$226K	+$229K	1	0.1%	New
936	Hillsdale Investment Management Toronto, Ontario, Canada	$226K	$0	1	0.07%	Maintained
937	LSV Asset Management Chicago, Illinois	$226K	$0	1	0%	Maintained
938	SFM Signature Financial Management Norfolk, Virginia	$223K	+$224K	1	0.16%	New
939	TFA Transamerica Financial Advisors St. Petersburg, Florida	$221K	-$312K	4	0.02%	Reduced
940	Carnegie Investment Counsel Pepper Pike, Ohio	$218K	+$223K	1	0.04%	New
941	FIM Fruth Investment Management Houston, Texas	$218K	+$6.73K	1	0.1%	Increased
942	MUFG Securities EMEA London, United Kingdom	$218K	-$34.3K	1	0.03%	Reduced
943	Clark Capital Management Group Philadelphia, Pennsylvania	$216K	+$228K	1	0.02%	New
944	CD Carl Domino West Palm Beach, Florida	$215K	$0	1	0.12%	Maintained
945	Perkins Investment Management Chicago, Illinois	$215K	-$42.2K	1	0%	Reduced
946	BFC Blue Fin Capital Warren, Rhode Island	$213K	-$4.41K	1	0.17%	Reduced
947	AFG Albion Financial Group Salt Lake City, Utah	$211K	-$11.5K	1	0.04%	Reduced
948	NPC National Planning Corporation El Segundo, California	$211K	-$64K	1	0.02%	Reduced
949	Capital Investment Advisors Atlanta, Georgia	$207K	+$23	1	0.02%	Increased
950	ACM Alta Capital Management Salt Lake City, Utah	$206K	-$11.9K	1	0.02%	Reduced