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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
1076	ATC Argent Trust Co Nashville, Tennessee	$559K	+$10.3K	1	0.06%	Increased
1077	Smith Salley Wealth Management Greensboro, North Carolina	$558K	$0	1	0.09%	Maintained
1078	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$553K	-$7.58K	1	0.2%	Reduced
1079	AIM Alambic Investment Management Belvedere, California	$552K	-$63.9K	3	0.44%	Reduced
1080	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$550K	+$32.3K	2	0.08%	Increased
1081	LPT Legacy Private Trust Neenah, Wisconsin	$549K	-$312K	1	0.06%	Reduced
1082	RG Renaissance Group Covington, Kentucky	$548K	+$231K	1	0.02%	Increased
1083	AC Addison Capital Conshohocken, Pennsylvania	$544K	+$5.11K	2	0.41%	Increased
1084	Conning Inc Hartford, Connecticut	$543K	-$3.77K	2	0.02%	Reduced
1085	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$538K	-$144K	1	0.23%	Reduced
1086	AIM Allen Investment Management New York	$536K	$0	1	0.02%	Maintained
1087	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$535K	+$2.03K	1	0.05%	Increased
1088	Atalanta Sosnoff Capital New York	$534K	-$293K	1	0.02%	Reduced
1089	CPO Cerity Partners OCIO New York	$534K	+$560K	1	0.03%	New
1090	Hudson Bay Capital Management Stamford, Connecticut	$530K	$0	1	0.01%	Maintained
1091	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$530K	+$19.2K	2	0.12%	Increased
1092	BCM Brown Capital Management Baltimore, Maryland	$526K	-$267K	2	0%	Reduced
1093	HAM Highstreet Asset Management London, Ontario, Canada	$526K	$0	1	0.03%	Maintained
1094	OAMG Odey Asset Management Group London, United Kingdom	$525K	$0	1	0.04%	Maintained
1095	TFA Toth Financial Advisory Leesburg, Virginia	$525K	+$504K	4	0.12%	Increased
1096	CBU CIBC Bank USA Chicago, Illinois	$521K	$0	1	0.07%	Maintained
1097	Loews Corp New York	$517K	$0	2	0%	Maintained
1098	Pinnacle Associates New York	$514K	$0	1	0.01%	Maintained
1099	Old National Bancorp Evansville, Indiana	$513K	-$66.9K	1	0.03%	Reduced
1100	AAM AR Asset Management West Hollywood, California	$509K	$0	1	0.19%	Maintained