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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
1001	PineBridge Investments New York	$291K	+$14.2K	3	0.01%	Increased
1002	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$288K	-$5.99K	1	0.06%	Reduced
1003	SCM Symons Capital Management Pittsburgh, Pennsylvania	$282K	-$2.15K	1	0.07%	Reduced
1004	TSS Two Sigma Securities New York	$282K	+$288K	2	0.34%	New
1005	DC Deere & Company Moline, Illinois	$278K	-$413K	2	0.02%	Reduced
1006	RHBC R.H. Bluestein & Co Birmingham, Michigan	$276K	+$9.33K	1	0.02%	Increased
1007	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$276K	-$918K	1	0.04%	Reduced
1008	SM Salzhauer Michael	$274K	-$143	1	0.2%	Reduced
1009	Eagle Global Advisors Houston, Texas	$272K	$0	1	0.01%	Maintained
1010	EIA Edgemoor Investment Advisors Bethesda, Maryland	$271K	+$276K	1	0.04%	New
1011	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$266K	-$6.1K	1	0.11%	Reduced
1012	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$264K	+$270K	1	1.22%	New
1013	ECM Everence Capital Management Goshen, Indiana	$259K	-$67.1K	1	0.08%	Reduced
1014	MC Muhlenkamp & Co Wexford, Pennsylvania	$259K	-$38.2K	1	0.08%	Reduced
1015	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$257K	$0	5	0.22%	Maintained
1016	SCA Salient Capital Advisors Houston, Texas	$256K	$0	1	0.01%	Maintained
1017	WTB Washington Trust Bank Spokane, Washington	$255K	-$24.5K	2	0.06%	Reduced
1018	AAM Azzad Asset Management Falls Church, Virginia	$253K	+$258K	1	0.12%	New
1019	CCA Covey Capital Advisors Atlanta, Georgia	$249K	$0	1	0.13%	Maintained
1020	RA RMR Advisors Newton, Massachusetts	$245K	-$218K	1	0.13%	Reduced
1021	WIP Wellesley Investment Partners Wellesley, Massachusetts	$242K	+$259K	1	0.17%	New
1022	LCM Lucas Capital Management Red Bank, New Jersey	$237K	$0	1	0.15%	Maintained
1023	SEC Seven Eight Capital New York	$233K	-$190K	3	0.16%	Reduced
1024	CI Constellation Investments Montgomery, Ohio	$231K	+$6.24K	1	0.04%	Increased
1025	WCM Windward Capital Management Los Angeles, California	$230K	$0	1	0.05%	Maintained