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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	GCA Gideon Capital Advisors New York	$430K	-$650K	1	0.47%	Reduced
1052	KAM Kassirer Asset Management Toronto, Ontario, Canada	$429K	+$373K	1	0.31%	New
1053	EPM Equitec Proprietary Markets Chicago, Illinois	$427K	+$371K	1	0.1%	New
1054	QC QCM Cayman Houston, Texas	$426K	+$416K	2	0.97%	New
1055	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$424K	+$56.9K	2	0.06%	Increased
1056	ECM Everence Capital Management Goshen, Indiana	$422K	$0	1	0.1%	Maintained
1057	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$419K	+$101K	1	0.04%	Increased
1058	CI Chartist Inc Seal Beach, California	$417K	+$194K	2	0.2%	Increased
1059	SGAM Smith Group Asset Management Dallas, Texas	$413K	+$396K	1	0.01%	New
1060	VCM Versant Capital Management Phoenix, Arizona	$411K	+$28.8K	11	0.23%	Increased
1061	BHB Bank Hapoalim BM Tel Aviv, Israel	$409K	-$84.4K	1	0.1%	Reduced
1062	RHAM Round Hill Asset Management Pasadena, California	$408K	-$35.3K	1	0.23%	Reduced
1063	AT Argent Trust San Antonio, Texas	$407K	-$14.2K	1	0.11%	Reduced
1064	RG Renaissance Group Covington, Kentucky	$405K	+$358K	1	0.01%	New
1065	Smithfield Trust Pittsburgh, Pennsylvania	$405K	-$18.8K	3	0.06%	Reduced
1066	Wealthfront Palo Alto, California	$402K	+$389K	2	0.01%	New
1067	BWM BigSur Wealth Management Miami, Florida	$397K	$0	1	0.4%	Maintained
1068	KFA Kelleher Financial Advisors New York	$397K	-$7.21K	2	0.77%	Reduced
1069	PC Pomelo Capital New York	$395K	-$2.79M	1	0.02%	Reduced
1070	Forvis Mazars Wealth Advisors Springfield, Missouri	$394K	+$1.3K	1	0.04%	Increased
1071	CMT Capital Markets Trading Frankfurt, Germany	$390K	+$371K	1	0.02%	New
1072	AWM Affinity Wealth Management Wilmington, Delaware	$386K	$0	1	0.24%	Maintained
1073	RIM Rampart Investment Management Hartford, Connecticut	$385K	+$292K	3	0.14%	Increased
1074	FA Fagan Associates Troy, New York	$383K	-$33.4K	1	0.2%	Reduced
1075	ICM IMS Capital Management Portland, Oregon	$383K	+$135K	1	0.36%	Increased