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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	Waratah Capital Advisors Toronto, Ontario, Canada	$484K	-$6.55M	2	0.06%	Reduced
1027	PP Prospector Partners Guilford, Connecticut	$472K	+$120K	1	0.07%	Increased
1028	AE Wealth Management Topeka, Kansas	$470K	-$126K	1	0.04%	Reduced
1029	IIM Ironwood Investment Management Boston, Massachusetts	$470K	+$186	1	0.33%	Increased
1030	CL CIM LLC Albany, New York	$468K	-$300K	1	0.19%	Reduced
1031	CI Chartist Inc Seal Beach, California	$466K	+$5.06K	2	0.22%	Increased
1032	ICM IMS Capital Management Portland, Oregon	$465K	+$10.7K	1	0.3%	Increased
1033	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$460K	+$30.3K	1	0.06%	Increased
1034	FIM Friedberg Investment Management Houston, Texas	$460K	-$1.16M	1	0.74%	Reduced
1035	LDB Lee, Danner & Bass Nashville, Tennessee	$454K	$0	1	0.05%	Maintained
1036	Capital International Inc Los Angeles, California	$449K	$0	1	0.07%	Maintained
1037	SGAM Smith Group Asset Management Dallas, Texas	$447K	+$68.6K	1	0.01%	Increased
1038	Smithfield Trust Pittsburgh, Pennsylvania	$445K	-$6.18K	3	0.06%	Reduced
1039	PCM Perritt Capital Management Chicago, Illinois	$443K	$0	1	0.12%	Maintained
1040	TI Telemetry Investments New York	$439K	-$981K	1	0.16%	Reduced
1041	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$434K	$0	1	0.15%	Maintained
1042	First National Trust Hermitage, Pennsylvania	$428K	-$81.7K	1	0.05%	Reduced
1043	Hillsdale Investment Management Toronto, Ontario, Canada	$428K	-$1.31M	1	0.07%	Reduced
1044	Forvis Mazars Wealth Advisors Springfield, Missouri	$427K	-$25.8K	1	0.05%	Reduced
1045	FWM Frontier Wealth Management Kansas City, Missouri	$423K	-$124K	1	0.06%	Reduced
1046	KFA Kelleher Financial Advisors New York	$423K	+$32.5K	2	0.89%	Increased
1047	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$421K	-$20.8K	1	0.25%	Reduced
1048	CD Carl Domino West Palm Beach, Florida	$419K	$0	1	0.51%	Maintained
1049	Cetera Advisors Denver, Colorado	$419K	+$396K	1	0.03%	New
1050	FA Fagan Associates Troy, New York	$417K	-$23.3K	1	0.21%	Reduced