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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	Kornitzer Capital Management Shawnee Mission, Kansas	$955K	-$14.8K	2	0.02%	Reduced
927	ACM Ativo Capital Management Chicago, Illinois	$951K	-$1.15M	1	0.45%	Reduced
928	PC Port Capital Chicago, Illinois	$947K	$0	1	0.14%	Maintained
929	BFG Beacon Financial Group Dallas, Texas	$934K	-$165K	1	0.18%	Reduced
930	BHB Bank Hapoalim BM Tel Aviv, Israel	$929K	-$417K	2	0.3%	Reduced
931	LJAC L.J. Altfest & Co New York	$920K	-$1.47M	2	0.26%	Reduced
932	KWA KCS Wealth Advisory Los Angeles, California	$913K	+$116K	2	0.96%	Increased
933	Meitav Investment House Bene-Beraq, Israel	$900K	-$2.21M	2	0.06%	Reduced
934	AAM Auxier Asset Management Aurora, Oregon	$898K	$0	1	0.2%	Maintained
935	HCP Holt Capital Partners Fort Worth, Texas	$889K	+$296K	2	0.29%	Increased
936	LAIC Lederer & Associates Investment Counsel Long Beach, California	$886K	-$142K	1	0.95%	Reduced
937	FIB First Interstate Bank Billings, Montana	$882K	$0	3	0.22%	Maintained
938	KA Kaizen Advisory Wheaton, Illinois	$882K	-$135K	4	0.61%	Reduced
939	PGIM Pacific Global Investment Management Glendale, California	$882K	-$26K	2	0.22%	Reduced
940	Douglass Winthrop Advisors New York	$879K	$0	1	0.04%	Maintained
941	ECM EII Capital Management New York	$879K	-$44.6K	1	0.5%	Reduced
942	DC Diametric Capital Boston, Massachusetts	$877K	+$562K	2	0.68%	Increased
943	Central Trust Company Jefferson City, Missouri	$869K	+$161K	4	0.06%	Increased
944	SAM Serengeti Asset Management New York	$868K	-$1.77M	1	0.27%	Reduced
945	Caption Management Oklahoma City, Oklahoma	$865K	-$1.75M	2	0.07%	Reduced
946	CWM Centric Wealth Management Chicago, Illinois	$856K	+$897K	1	0.75%	New
947	P Pitcairn Conshohocken, Pennsylvania	$854K	+$251K	3	0.09%	Increased
948	MCF Advisors Covington, Kentucky	$853K	-$183K	8	0.16%	Reduced
949	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$842K	-$139K	1	0.18%	Reduced
950	Cerity Partners New York	$839K	-$204K	2	0.06%	Reduced