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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	WF WealthTrust Fairport Cleveland, Ohio	$253K	-$775K	1	0.04%	Reduced
977	SM Salzhauer Michael	$251K	$0	1	0.21%	Maintained
978	Alpha Cubed Investments Irvine, California	$250K	-$43.9K	1	0.1%	Reduced
979	Advisory Services Network Atlanta, Georgia	$245K	+$249K	6	0.08%	New
980	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$244K	-$849K	4	0.2%	Reduced
981	LI LMCG Investments Boston, Massachusetts	$244K	+$230K	1	0.01%	New
982	STIA Stone Toro Investment Advisers Princeton, New Jersey	$244K	+$228K	1	0.63%	New
983	Candriam SCA Strassen, Luxembourg, Luxembourg	$242K	+$225K	1	0.01%	New
984	QAM Quantres Asset Management Cayman, Cayman Islands	$242K	-$2.35M	1	0.24%	Reduced
985	BEAM Baker Ellis Asset Management Vancouver, Washington	$241K	-$9.81K	1	0.08%	Reduced
986	MSU Maple Securities USA Jersey City, New Jersey	$232K	-$1.88M	1	0.02%	Reduced
987	TU TDAM USA Toronto, Ontario, Canada	$232K	+$225K	1	0.01%	New
988	Twin Tree Management Dallas, Texas	$232K	-$1.62M	4	0.01%	Reduced
989	IC Intersect Capital San Ramon, California	$230K	+$222K	4	0.19%	New
990	WPC White Pine Capital Bloomington, Minnesota	$230K	$0	1	0.08%	Maintained
991	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$229K	-$359K	1	0.03%	Reduced
992	WTB Washington Trust Bank Spokane, Washington	$229K	+$31.6K	3	0.06%	Increased
993	Fayez Sarofim & Co Houston, Texas	$227K	$0	1	0%	Maintained
994	JT Jump Trading Chicago, Illinois	$225K	-$301K	1	0.01%	Reduced
995	AC Addison Capital Conshohocken, Pennsylvania	$223K	+$212K	1	0.19%	New
996	AFG Albion Financial Group Salt Lake City, Utah	$223K	-$31.2K	1	0.04%	Reduced
997	MSI Financial Services Springfield, Massachusetts	$216K	-$69K	11	0.02%	Reduced
998	EPM Equitec Proprietary Markets Chicago, Illinois	$213K	+$200K	3	0.01%	New
999	ACM Alta Capital Management Salt Lake City, Utah	$210K	-$5.53K	1	0.02%	Reduced
1000	RCM Reynolds Capital Management Las Vegas, Nevada	$207K	+$192K	1	0.17%	New