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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
1051	Candriam SCA Strassen, Luxembourg, Luxembourg	$182K	-$67.2K	1	0%	Reduced
1052	BAM Barrett Asset Management New York	$178K	+$34.9K	2	0.02%	Increased
1053	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$177K	$0	2	0.04%	Maintained
1054	PRCM Pine River Capital Management Minnetonka, Minnesota	$171K	-$317K	1	0%	Reduced
1055	PMFA Plante Moran Financial Advisors Southfield, Michigan	$169K	+$12.1K	7	0.13%	Increased
1056	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$167K	+$162K	1	0.02%	New
1057	PAM PartnerRe Asset Management Greenwich, Connecticut	$165K	-$8.1M	3	0.09%	Reduced
1058	PAIA Park Avenue Institutional Advisers New York	$162K	-$2.62K	3	0.14%	Reduced
1059	FPFS First Personal Financial Services Charlotte, North Carolina	$157K	+$119K	2	0.09%	Increased
1060	Wealthspire Advisors (Maryland) Potomac, Maryland	$156K	+$160K	9	0.03%	New
1061	FPCP Fort Point Capital Partners San Francisco, California	$147K	+$160K	1	0.07%	New
1062	QCMC Quantum Capital Management (California) San Francisco, California	$147K	+$156K	1	0.02%	New
1063	BEAM Baker Ellis Asset Management Vancouver, Washington	$144K	-$15.7K	1	0.05%	Reduced
1064	MI Markston International White Plains, New York	$141K	-$188K	1	0.01%	Reduced
1065	Whittier Trust South Pasadena, California	$141K	-$185	3	0.01%	Reduced
1066	SignatureFD Atlanta, Georgia	$139K	-$11.7K	7	0.03%	Reduced
1067	SC SRB Corp Boston, Massachusetts	$133K	$0	1	0.02%	Maintained
1068	RWA Ropes Wealth Advisors Boston, Massachusetts	$131K	+$137K	4	0.06%	New
1069	IC Intersect Capital San Ramon, California	$129K	$0	1	0.11%	Maintained
1070	NIMI Natixis Investment Managers International Paris, France	$128K	-$427K	1	0.02%	Reduced
1071	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$125K	-$693K	2	0%	Reduced
1072	ECM Estabrook Capital Management New York	$119K	$0	2	0.02%	Maintained
1073	GLI Guardian Life Insurance New York	$119K	-$26.3K	3	0.01%	Reduced
1074	Brown Brothers Harriman & Co New York	$113K	$0	1	0%	Maintained
1075	KPCM Kings Point Capital Management Great Neck, New York	$113K	$0	3	0.03%	Maintained