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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	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$498K	$0	4	0.41%	Maintained
1027	LDB Lee, Danner & Bass Nashville, Tennessee	$497K	-$1.07M	1	0.06%	Reduced
1028	RCM Radnor Capital Management Wayne, Pennsylvania	$497K	+$468K	1	0.17%	New
1029	DA Denali Advisors San Diego, California	$492K	+$458K	4	0.08%	Increased
1030	Benjamin F. Edwards & Company St. Louis, Missouri	$491K	+$45.2K	5	0.06%	Increased
1031	Welch Group Birmingham, Alabama	$491K	+$467K	1	0.08%	New
1032	CG CFO4Life Group Coppell, Texas	$490K	+$131K	1	0.45%	Increased
1033	Conning Inc Hartford, Connecticut	$487K	+$1.83K	2	0.02%	Increased
1034	Eagle Global Advisors Houston, Texas	$486K	+$458K	1	0.01%	New
1035	Ancora Advisors Cleveland, Ohio	$485K	+$456K	2	0.03%	New
1036	OAMG Odey Asset Management Group London, United Kingdom	$482K	$0	1	0.05%	Maintained
1037	HFA High Falls Advisors Rochester, New York	$480K	+$17K	1	0.19%	Increased
1038	Chilton Investment Company Stamford, Connecticut	$477K	+$446K	1	0.02%	New
1039	PAM Paradigm Asset Management New York	$471K	-$244K	5	0.1%	Reduced
1040	SICM Sustainable Insight Capital Management New York	$471K	-$84K	1	0.22%	Reduced
1041	WA WFG Advisors Dallas, Texas	$467K	+$250K	6	0.11%	Increased
1042	PPCM Pillar Pacific Capital Management Pacifica, California	$465K	+$11.7K	1	0.06%	Increased
1043	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$458K	+$1.14K	1	0.28%	Increased
1044	Capital International Inc Los Angeles, California	$453K	$0	1	0.06%	Maintained
1045	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$451K	$0	1	0.18%	Maintained
1046	IIM Ironwood Investment Management Boston, Massachusetts	$449K	-$27.2K	1	0.33%	Reduced
1047	PCM Perritt Capital Management Chicago, Illinois	$441K	$0	1	0.12%	Maintained
1048	SSP Sapphire Star Partners Redmond, Washington	$436K	-$78.2K	2	0.55%	Reduced
1049	RIL Rothschild Investment LLC Chicago, Illinois	$434K	-$131K	1	0.05%	Reduced
1050	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$432K	+$16.6K	1	0.08%	Increased