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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	FGA Flood Gamble Associates New York	$267K	$0	1	0.12%	Maintained
977	ICM Ionic Capital Management New York	$262K	-$236K	1	0.01%	Reduced
978	MAM Mizuho Asset Management Tokyo, Japan	$260K	+$49.6K	4	0.06%	Increased
979	Shinko Asset Management Company Tokyo, Japan	$259K	+$88.6K	5	0%	Increased
980	Rathbones Group Liverpool, United Kingdom	$258K	-$663K	1	0.02%	Reduced
981	Avalon Investment & Advisory Houston, Texas	$257K	+$233K	1	0.01%	New
982	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$257K	$0	1	0.26%	Maintained
983	SAS Spectrum Advisory Services Atlanta, Georgia	$257K	-$16.1K	1	0.1%	Reduced
984	CC Colrain Capital Boston, Massachusetts	$255K	+$241K	1	0.02%	New
985	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$254K	-$102K	4	0.03%	Reduced
986	Fayez Sarofim & Co Houston, Texas	$250K	$0	1	0%	Maintained
987	OC Oppenheimer & Close New York	$250K	$0	1	0.21%	Maintained
988	SAM Silphium Asset Management London, United Kingdom	$249K	-$26.8K	1	0.04%	Reduced
989	Stratos Wealth Partners Beachwood, Ohio	$248K	-$31.2K	1	0.03%	Reduced
990	Evercore Wealth Management New York	$247K	-$63K	2	0.01%	Reduced
991	SEC Seven Eight Capital New York	$243K	-$400K	2	0.29%	Reduced
992	Guardian Capital (Canada) Toronto, Ontario, Canada	$242K	+$229K	1	0%	New
993	WTB Washington Trust Bank Spokane, Washington	$239K	+$22.9K	2	0.06%	Increased
994	Perkins Investment Management Chicago, Illinois	$232K	-$90K	1	0%	Reduced
995	TDC Thompson Davis & Co Richmond, Virginia	$231K	-$45.5K	6	0.27%	Reduced
996	Candriam SCA Strassen, Luxembourg, Luxembourg	$228K	$0	1	0%	Maintained
997	SI Sprott Inc Toronto, Ontario, Canada	$228K	+$225K	1	0.02%	New
998	BTNA Bremer Trust National Association St. Cloud, Minnesota	$227K	+$229K	1	0.07%	New
999	MAM Marquette Asset Management Minneapolis, Minnesota	$227K	-$219K	1	0.09%	Reduced
1000	GF Gerstein Fisher New York	$226K	+$6.94K	1	0.04%	Increased