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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	C Cerebellum San Francisco, California	$1.31M	-$227K	5	1.07%	Reduced
927	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$1.31M	+$1.12M	2	0.06%	Increased
928	QT Quantamental Technologies White Plains, New York	$1.31M	-$397K	10	0.48%	Reduced
929	SC Sepio Capital Salt Lake City, Utah	$1.3M	-$1.14M	1	0.18%	Reduced
930	Voloridge Investment Management Jupiter, Florida	$1.29M	-$1.51M	2	0.04%	Reduced
931	NA Navellier & Associates Reno, Nevada	$1.29M	+$1.33M	1	0.2%	New
932	PAG Pinnacle Advisory Group Columbia, Maryland	$1.29M	$0	1	0.09%	Maintained
933	OFW Omnia Family Wealth Aventura, Florida	$1.29M	-$198K	4	0.65%	Reduced
934	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.28M	-$58.6K	4	0.73%	Reduced
935	Gradient Investments Arden Hills, Minnesota	$1.28M	+$985K	6	0.07%	Increased
936	IMOV Investment Management of Virginia Richmond, Virginia	$1.27M	-$1.35M	1	0.3%	Reduced
937	PWPCM Perella Weinberg Partners Capital Management New York	$1.27M	-$778K	1	0.06%	Reduced
938	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.27M	+$29.5K	1	0.65%	Increased
939	PL PWMCO LLC Chicago, Illinois	$1.26M	-$1.2M	1	0.31%	Reduced
940	RCG Rock Creek Group Washington, District of Columbia	$1.26M	+$1.25M	2	0.57%	New
941	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.22M	-$313K	4	0.55%	Reduced
942	AIM Alambic Investment Management Belvedere, California	$1.22M	-$164K	1	0.75%	Reduced
943	Chicago Partners Investment Group Chicago, Illinois	$1.21M	+$66.6K	1	0.17%	Increased
944	BCM BBT Capital Management Fort Worth, Texas	$1.21M	+$145K	3	1.42%	Increased
945	RFN RDA Financial Network Akron, Iowa	$1.21M	-$76.4K	1	0.55%	Reduced
946	AP Advisor Partners Walnut Creek, California	$1.21M	+$1.79K	4	0.15%	Increased
947	CCM Community Capital Management Plantation, Florida	$1.21M	-$137K	2	1.39%	Reduced
948	Coldstream Capital Management Bellevue, Washington	$1.21M	-$32.6K	2	0.1%	Reduced
949	BFG Beacon Financial Group Dallas, Texas	$1.21M	-$84.3K	1	0.21%	Reduced
950	BDF Balasa Dinverno & Foltz	$1.2M	+$756K	2	0.14%	Increased