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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	Blackstone Inc New York	$1.03M	-$774K	1	0.01%	Reduced
977	OCAM Owl Creek Asset Management New York	$1.02M	-$2.53M	1	0.03%	Reduced
978	RCM Rivernorth Capital Management West Palm Beach, Florida	$1.02M	$0	1	0.04%	Maintained
979	ECM Everence Capital Management Goshen, Indiana	$1.02M	+$89.3K	3	0.17%	Increased
980	DAM Deltec Asset Management New York	$1.01M	$0	1	0.22%	Maintained
981	Private Advisor Group Morristown, New Jersey	$1.01M	-$91.5K	3	0.02%	Reduced
982	Old National Bancorp Evansville, Indiana	$998K	+$615K	3	0.05%	Increased
983	6M 6 Meridian Wichita, Kansas	$988K	+$12.8K	4	0.1%	Increased
984	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$987K	-$27.1K	2	0.14%	Reduced
985	FM Forward Management San Francisco, California	$980K	$0	1	0.17%	Maintained
986	Palisade Capital Management Fort Lee, New Jersey	$980K	+$26.8K	2	0.03%	Increased
987	AWW Alan W. Weber	$970K	$0	1	0.37%	Maintained
988	Anchor Capital Advisors Boston, Massachusetts	$962K	-$36.5K	1	0.03%	Reduced
989	KS Karpas Strategies Litchfield, Connecticut	$960K	$0	1	0.4%	Maintained
990	CP Camelot Portfolios Maumee, Ohio	$955K	-$94.7K	1	0.4%	Reduced
991	BPCA Bank Pictet & Cie (Asia) Singapore	$954K	$0	1	0.44%	Maintained
992	MCM Mork Capital Management Healdsburg, California	$952K	$0	1	0.88%	Maintained
993	CFA Carroll Financial Associates Charlotte, North Carolina	$951K	+$293K	9	0.08%	Increased
994	HMS Hanseatic Management Services Albuquerque, New Mexico	$946K	+$946K	3	0.97%	Increased
995	ATC Argent Trust Co Nashville, Tennessee	$940K	+$61.8K	1	0.1%	Increased
996	Douglass Winthrop Advisors New York	$939K	$0	1	0.04%	Maintained
997	SOAMC Spirit of America Management Corp Syosset, New York	$934K	+$35.3K	3	0.14%	Increased
998	SCP Syntal Capital Partners Midland, Texas	$932K	+$933K	1	0.2%	New
999	IWA Intercontinental Wealth Advisors San Antonio, Texas	$929K	+$987K	2	0.48%	New
1000	AC Albar Capital London, United Kingdom	$928K	+$987K	1	0.4%	New