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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
976	Fuller & Thaler Asset Management San Mateo, California	$173K	$0	1	0.01%	Maintained
977	WTB Washington Trust Bank Spokane, Washington	$162K	+$25.7K	3	0.03%	Increased
978	DSC Duncker Streett & Co St. Louis, Missouri	$160K	$0	1	0.05%	Maintained
979	GIS Guardian Investor Services New York	$158K	-$5.62K	3	0.12%	Reduced
980	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$156K	-$17.4M	4	0%	Reduced
981	VAM Visionary Asset Management Houston, Texas	$156K	-$109K	1	0.04%	Reduced
982	Capital International Sarl Los Angeles, California	$151K	$0	1	0.01%	Maintained
983	DVM Dreman Value Management West Palm Beach, Florida	$150K	+$67.5K	2	0.01%	Increased
984	HR Howe & Rusling Rochester, New York	$150K	-$10.7K	4	0.03%	Reduced
985	NSIM North Star Investment Management Chicago, Illinois	$149K	$0	1	0.03%	Maintained
986	RA RMR Advisors Newton, Massachusetts	$147K	-$475K	1	0.09%	Reduced
987	AGA Accuvest Global Advisors Provo, Utah	$141K	$0	1	0.04%	Maintained
988	SCG Strategic Capital Group Gig Harbor, Washington	$134K	-$1.41M	1	0.04%	Reduced
989	IRS Invictus RG (Singapore) Singapore	$131K	+$126K	2	0.14%	New
990	MCM Manchester Capital Management Manchester, Vermont	$130K	$0	4	0.02%	Maintained
991	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$122K	$0	1	0.31%	Maintained
992	ECM Estabrook Capital Management New York	$121K	$0	1	0.01%	Maintained
993	GLI Guardian Life Insurance New York	$120K	$0	3	0.01%	Maintained
994	NYLT New York Life Trust New York	$119K	+$58.3K	1	0.5%	Increased
995	BAM Barrett Asset Management New York	$118K	+$100K	1	0.01%	New
996	SA SRH Advisors Salina, Kansas	$112K	$0	3	0.88%	Maintained
997	CFA Carroll Financial Associates Charlotte, North Carolina	$108K	+$8.64K	5	0.03%	Increased
998	SignatureFD Atlanta, Georgia	$106K	-$43K	2	0.04%	Reduced
999	AC AYM Capital New York	$103K	$0	1	0.05%	Maintained
1000	BT Beacon Trust Morristown, New Jersey	$103K	-$1.48M	1	0.02%	Reduced