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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
1026	OA Oxbow Advisors Austin, Texas	$253K	+$6.6K	1	0.04%	Increased
1027	Rathbones Group Liverpool, United Kingdom	$243K	$0	1	0.02%	Maintained
1028	GWM Gupta Wealth Management San Diego, California	$240K	-$144K	5	0.06%	Reduced
1029	OC Oppenheimer & Close New York	$240K	$0	1	0.2%	Maintained
1030	Algert Global San Francisco, California	$237K	+$237K	1	0.13%	New
1031	Swiss Life Asset Management Zurich,	$237K	+$238K	1	0.01%	New
1032	FIB First Interstate Bank Billings, Montana	$235K	+$245K	3	0.05%	New
1033	SCA Salient Capital Advisors Houston, Texas	$235K	$0	1	0.01%	Maintained
1034	EGA E&G Advisors Houston, Texas	$232K	+$248K	1	0.15%	New
1035	LCM Lucas Capital Management Red Bank, New Jersey	$232K	$0	1	0.13%	Maintained
1036	CFA Camarda Financial Advisors Fleming Island, Florida	$229K	+$244K	1	0.14%	New
1037	CI Chartist Inc Seal Beach, California	$226K	-$5.44M	1	1.38%	Reduced
1038	Evercore Wealth Management New York	$226K	$0	2	0.01%	Maintained
1039	GA Geneva Advisors Chicago, Illinois	$220K	-$157K	1	0%	Reduced
1040	NA Navellier & Associates Reno, Nevada	$218K	+$241K	1	0.02%	New
1041	MAM Marquette Asset Management Minneapolis, Minnesota	$214K	$0	1	0.1%	Maintained
1042	WCM Windward Capital Management Los Angeles, California	$214K	+$209K	1	0.06%	New
1043	GF Gerstein Fisher New York	$212K	-$1.28K	1	0.03%	Reduced
1044	Capstone Investment Advisors New York	$211K	+$228K	1	0%	New
1045	PTC Private Trust Company Cleveland, Ohio	$210K	+$211K	1	0.06%	New
1046	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$209K	+$221K	1	0%	New
1047	CC Courier Capital Buffalo, New York	$208K	+$209K	1	0.05%	New
1048	CI Constellation Investments Montgomery, Ohio	$206K	+$206K	1	0.04%	New
1049	HCM Highlander Capital Management Short Hills, New Jersey	$206K	$0	3	0.2%	Maintained
1050	DI Diligent Investors Redlands, California	$205K	+$35.3K	1	0.22%	Increased