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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	MHS M Holdings Securities Portland, Oregon	$355K	+$25.8K	1	0.23%	Increased
977	HM Payson & Co Portland, Maine	$354K	$0	1	0.02%	Maintained
978	New York Life Investment Management New York	$352K	-$18.8M	1	0.04%	Reduced
979	Verition Fund Management Greenwich, Connecticut	$352K	-$123K	1	0.04%	Reduced
980	BEAM Baker Ellis Asset Management Vancouver, Washington	$350K	+$91.7K	2	0.11%	Increased
981	Saba Capital Management New York	$346K	-$1.75M	1	0.04%	Reduced
982	AIM Acuity Investment Management Toronto, Ontario, Canada	$342K	+$316K	1	0.48%	New
983	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$342K	+$316K	1	0.03%	New
984	WRM Westport Resources Management Westport, Connecticut	$342K	+$27.4K	5	0.09%	Increased
985	CONA Capital One National Association New York	$340K	-$427K	1	0.03%	Reduced
986	RHBC R.H. Bluestein & Co Birmingham, Michigan	$333K	$0	1	0.02%	Maintained
987	EEG E.E. Geduld	$331K	+$51.5K	3	0.22%	Increased
988	PCM Prosiris Capital Management New York	$331K	+$318K	1	0.02%	New
989	KIA King Investment Advisors Houston, Texas	$329K	+$294K	1	0.16%	New
990	Evercore Wealth Management New York	$326K	+$2.35K	5	0.02%	Increased
991	Silvercrest Asset Management New York	$325K	+$318K	1	0%	New
992	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$324K	+$296K	1	0.07%	New
993	CC Cognios Capital Leawood, Kansas	$314K	-$163K	1	0.18%	Reduced
994	AGC Angelo Gordon & Co New York	$312K	$0	1	0.02%	Maintained
995	Perkins Investment Management Chicago, Illinois	$311K	-$31.9K	1	0%	Reduced
996	RIM Ranger Investment Management Dallas, Texas	$311K	-$9.9K	1	0.02%	Reduced
997	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$307K	-$67.9K	1	0.3%	Reduced
998	FAB First American Bank Dundee, Illinois	$304K	-$6.3K	1	0.03%	Reduced
999	CD Carl Domino West Palm Beach, Florida	$299K	$0	1	0.22%	Maintained
1000	BFC Blue Fin Capital Warren, Rhode Island	$298K	+$1.95K	1	0.22%	Increased