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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	TDC Thompson Davis & Co Richmond, Virginia	$359K	+$210K	7	0.51%	Increased
977	FIG Fortress Investment Group New York	$349K	$0	1	0.01%	Maintained
978	Guardian Capital (Canada) Toronto, Ontario, Canada	$347K	-$1.34M	1	0.01%	Reduced
979	CMT Capital Markets Trading Frankfurt, Germany	$346K	-$633K	1	0.04%	Reduced
980	ACM Argent Capital Management St Louis, Missouri	$345K	+$344K	1	0.02%	New
981	WAS WESPAC Advisors SoCal Pasadena, California	$343K	+$335K	1	0.23%	New
982	WSCM Wellington Shields Capital Management New York	$342K	-$275K	1	0.06%	Reduced
983	CD Carl Domino West Palm Beach, Florida	$336K	$0	1	0.26%	Maintained
984	HBWM Hollow Brook Wealth Management Katonah, New York	$336K	+$360K	1	0.17%	New
985	DAL David A. Lorber	$332K	-$242K	1	1.63%	Reduced
986	BA Birinyi Associates Westport, Connecticut	$329K	$0	1	0.21%	Maintained
987	LIM Leavell Investment Management Mobile, Alabama	$327K	+$318K	1	0.05%	New
988	HVIA Hudson Valley Investment Advisors Goshen, New York	$320K	+$63.3K	1	0.1%	Increased
989	Tocqueville Asset Management New York	$317K	-$16.5K	1	0%	Reduced
990	Private Advisor Group Morristown, New Jersey	$316K	+$321K	1	0.02%	New
991	ZIG Zuckerman Investment Group Chicago, Illinois	$314K	-$109K	1	0.07%	Reduced
992	MP Manifold Partners San Francisco, California	$307K	$0	1	0.27%	Maintained
993	BW Bison Wealth Atlanta, Georgia	$304K	-$1.75M	1	0.17%	Reduced
994	BFC Blue Fin Capital Warren, Rhode Island	$303K	-$9.36K	1	0.23%	Reduced
995	SAS Spectrum Advisory Services Atlanta, Georgia	$301K	$0	1	0.12%	Maintained
996	HM Payson & Co Portland, Maine	$300K	$0	1	0.02%	Maintained
997	SM Sciencast Management Princeton, New Jersey	$300K	+$321K	1	0.31%	New
998	WA WFG Advisors Dallas, Texas	$297K	-$104K	4	0.09%	Reduced
999	Swiss Life Asset Management Zurich,	$296K	+$36.6K	1	0.01%	Increased
1000	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$292K	$0	1	0.33%	Maintained