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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	CBB Citizens Business Bank Ontario, California	$548K	$0	1	0.1%	Maintained
927	Colony Group Boston, Massachusetts	$539K	+$491K	2	0.06%	Increased
928	ACM Argentus Capital Management Dallas, Texas	$537K	-$69.4K	1	0.08%	Reduced
929	Barings Charlotte, North Carolina	$535K	-$508K	1	0.01%	Reduced
930	Brown Advisory Baltimore, Maryland	$534K	+$2.1K	1	0%	Increased
931	KS Karpas Strategies Litchfield, Connecticut	$522K	$0	1	0.25%	Maintained
932	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$518K	+$479K	1	0.14%	New
933	LI LMCG Investments Boston, Massachusetts	$504K	+$207K	1	0.01%	Increased
934	CIBC Private Wealth Group Atlanta, Georgia	$501K	$0	1	0%	Maintained
935	GC Globeflex Capital San Diego, California	$500K	-$473K	1	0.1%	Reduced
936	AW Alpha Windward Westwood, Massachusetts	$498K	$0	1	0.32%	Maintained
937	FIM Freedom Investment Management Hartford, Connecticut	$496K	-$97.3K	2	0.05%	Reduced
938	ICM Ionic Capital Management New York	$492K	-$84.9K	3	0.02%	Reduced
939	DC Deere & Company Moline, Illinois	$483K	+$83.8K	2	0.03%	Increased
940	GA Geneva Advisors Chicago, Illinois	$483K	$0	1	0.01%	Maintained
941	First National Bank of Omaha Omaha, Nebraska	$479K	-$443K	2	0.03%	Reduced
942	TIM TBP Investments Management Dallas, Texas	$478K	+$455K	2	1.26%	New
943	LCM Lucas Capital Management Red Bank, New Jersey	$476K	$0	1	0.19%	Maintained
944	Boothbay Fund Management New York	$474K	-$373K	1	0.31%	Reduced
945	Douglass Winthrop Advisors New York	$473K	+$424K	1	0.04%	New
946	AAM Azzad Asset Management Falls Church, Virginia	$464K	+$17K	2	0.22%	Increased
947	AAP Ardsley Advisory Partners Stamford, Connecticut	$463K	+$451K	1	0.06%	New
948	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$454K	$0	2	0.11%	Maintained
949	Mariner Overland Park, Kansas	$450K	+$425K	1	0.04%	New
950	MAM Marquette Asset Management Minneapolis, Minnesota	$449K	-$13.3K	2	0.18%	Reduced