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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	MAM Marquette Asset Management Minneapolis, Minnesota	$215K	$0	1	0.1%	Maintained
1027	CC Courier Capital Buffalo, New York	$214K	$0	1	0.04%	Maintained
1028	Davenport & Co Richmond, Virginia	$214K	+$7.55K	1	0%	Increased
1029	GCA Gideon Capital Advisors New York	$213K	-$456K	1	0.27%	Reduced
1030	EVC Eidelman Virant Capital Saint Louis, Missouri	$212K	-$141K	1	0.14%	Reduced
1031	GA Geneva Advisors Chicago, Illinois	$211K	$0	1	0%	Maintained
1032	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$207K	-$6.59K	1	0.05%	Reduced
1033	FPCP Fort Point Capital Partners San Francisco, California	$206K	+$29.2K	1	0.1%	Increased
1034	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$204K	-$41K	1	0.08%	Reduced
1035	Rathbones Group Liverpool, United Kingdom	$203K	+$181K	1	0.01%	New
1036	SRAM Stone Ridge Asset Management New York	$202K	-$359K	1	1.23%	Reduced
1037	AQR Arbitrage Greenwich, Connecticut	$200K	+$188K	1	0%	New
1038	BAM Barrett Asset Management New York	$198K	+$26.8K	3	0.02%	Increased
1039	Evercore Wealth Management New York	$195K	-$230K	3	0.01%	Reduced
1040	DI Diligent Investors Redlands, California	$194K	$0	1	0.21%	Maintained
1041	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$191K	+$184K	1	0.7%	New
1042	TDC Thompson Davis & Co Richmond, Virginia	$191K	-$117K	6	0.28%	Reduced
1043	HCM Highlander Capital Management Short Hills, New Jersey	$189K	$0	3	0.18%	Maintained
1044	VCM Versant Capital Management Phoenix, Arizona	$186K	+$118K	13	0.11%	Increased
1045	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$178K	+$19.2K	1	0.02%	Increased
1046	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$171K	$0	2	0.04%	Maintained
1047	Wealthspire Advisors (Maryland) Potomac, Maryland	$169K	+$14.1K	9	0.03%	Increased
1048	PAM PartnerRe Asset Management Greenwich, Connecticut	$167K	+$4.31K	3	0.08%	Increased
1049	EMG ETF Managers Group Summit, New Jersey	$164K	+$129K	5	0.12%	New
1050	QCMC Quantum Capital Management (California) San Francisco, California	$163K	+$23.3K	1	0.02%	Increased