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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	Palisade Capital Management Fort Lee, New Jersey	$937K	+$574K	2	0.03%	Increased
977	LWM Lyell Wealth Management Menlo Park, California	$927K	-$1.06M	1	0.31%	Reduced
978	AIM Axiom Investment Management New York	$926K	+$462K	2	0.18%	Increased
979	TIM Thompson Investment Management Madison, Wisconsin	$923K	+$57K	2	0.18%	Increased
980	BWM BerganKDV Wealth Management Bloomington, Minnesota	$921K	+$159K	4	0.19%	Increased
981	FIB First Interstate Bank Billings, Montana	$919K	-$143K	3	0.21%	Reduced
982	SAM Seelaus Asset Management Chatham, New Jersey	$900K	+$619K	1	0.84%	Increased
983	ESBC E.S. Barr & Co Lexington, Kentucky	$897K	-$25.2K	1	0.09%	Reduced
984	ATC Argent Trust Co Nashville, Tennessee	$893K	+$105K	1	0.09%	Increased
985	ECM EII Capital Management New York	$891K	-$111K	1	0.49%	Reduced
986	CMT Capital Markets Trading Frankfurt, Germany	$890K	+$582K	1	0.03%	Increased
987	SOAMC Spirit of America Management Corp Syosset, New York	$890K	+$109K	3	0.13%	Increased
988	SGAM Steinberg Global Asset Management Boca Raton, Florida	$885K	+$142K	1	0.14%	Increased
989	Level Four Advisory Services Dallas, Texas	$883K	+$79.6K	1	0.1%	Increased
990	NICM Neo Ivy Capital Management New York	$881K	-$928K	1	0.5%	Reduced
991	Atria Investments Charlotte, North Carolina	$878K	+$282K	3	0.04%	Increased
992	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$877K	+$830K	1	0.08%	New
993	Douglass Winthrop Advisors New York	$873K	$0	1	0.04%	Maintained
994	GCMG Gyroscope Capital Management Group Naples, Florida	$873K	+$149K	1	0.33%	Increased
995	KIA KCM Investment Advisors Greenbrae, California	$872K	$0	1	0.06%	Maintained
996	FM Forward Management San Francisco, California	$871K	-$4K	1	0.13%	Reduced
997	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$861K	$0	1	0.18%	Maintained
998	6M 6 Meridian Wichita, Kansas	$860K	+$834K	4	0.09%	New
999	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$857K	+$112K	12	0.12%	Increased
1000	KS Karpas Strategies Litchfield, Connecticut	$853K	$0	1	0.36%	Maintained