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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	WVP Worth Venture Partners Fort Lee, New Jersey	$508K	+$491K	2	0.54%	New
927	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$498K	$0	1	0.15%	Maintained
928	QC QCM Cayman Houston, Texas	$493K	+$226K	2	0.97%	Increased
929	TDC Thompson Davis & Co Richmond, Virginia	$493K	-$26.6K	7	0.82%	Reduced
930	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$491K	$0	1	0.14%	Maintained
931	AAM AR Asset Management West Hollywood, California	$490K	$0	1	0.21%	Maintained
932	Douglass Winthrop Advisors New York	$487K	-$6.94K	1	0.03%	Reduced
933	2L 22NW LP Seattle, Washington	$482K	+$444K	1	0.29%	New
934	PCM Perritt Capital Management Chicago, Illinois	$482K	-$184K	1	0.12%	Reduced
935	NCM Narwhal Capital Management Marietta, Georgia	$478K	+$499K	1	0.14%	New
936	Wolverine Asset Management Chicago, Illinois	$471K	-$1.96M	2	0.01%	Reduced
937	TAM Taylor Asset Management Toronto, Ontario, Canada	$468K	+$489K	1	0.14%	New
938	PAM Paradigm Asset Management New York	$466K	-$3.57M	5	0.09%	Reduced
939	Lido Advisors Los Angeles, California	$465K	+$460K	1	0.11%	New
940	Driehaus Capital Management Chicago, Illinois	$463K	-$1.88M	2	0.02%	Reduced
941	Caprock Group Boise, Idaho	$460K	-$50.3K	1	0.12%	Reduced
942	AIM Anchor Investment Management Columbia, South Carolina	$455K	$0	2	0.17%	Maintained
943	BDF Balasa Dinverno & Foltz	$452K	-$92.3K	1	0.08%	Reduced
944	TCM Teza Capital Management Chicago, Illinois	$450K	+$433K	2	0.63%	New
945	CL CIM LLC Albany, New York	$437K	-$513K	1	0.22%	Reduced
946	IIM Ironwood Investment Management Boston, Massachusetts	$437K	-$52.9K	1	0.32%	Reduced
947	SCA Salient Capital Advisors Houston, Texas	$434K	$0	2	0.01%	Maintained
948	GA Geneva Advisors Chicago, Illinois	$433K	+$203K	2	0.01%	Increased
949	CC ClearArc Capital Cincinnati, Ohio	$430K	+$201K	2	0.08%	Increased
950	Level Four Advisory Services Dallas, Texas	$424K	+$465K	1	0.05%	New