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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	PS Pensionfund Sabic Sittard, Netherlands	$568K	$0	1	0.18%	Maintained
1077	FA Fortis Advisors Wayne, Pennsylvania	$564K	+$95.2K	2	0.3%	Increased
1078	Stratos Wealth Partners Beachwood, Ohio	$564K	+$543K	2	0.03%	New
1079	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$560K	-$14.7K	1	0.21%	Reduced
1080	CFA Carroll Financial Associates Charlotte, North Carolina	$559K	+$326K	8	0.05%	Increased
1081	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$559K	-$5.42K	2	0.12%	Reduced
1082	AC Addison Capital Conshohocken, Pennsylvania	$556K	$0	2	0.42%	Maintained
1083	QCMC Quantum Capital Management (California) San Francisco, California	$551K	+$283K	1	0.3%	Increased
1084	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$550K	$0	1	0.52%	Maintained
1085	LFA Legacy Financial Advisors Covington, Kentucky	$549K	+$26.2K	5	0.19%	Increased
1086	CL CIM LLC Albany, New York	$548K	$0	1	0.2%	Maintained
1087	VAM Verity Asset Management Durham, North Carolina	$545K	+$528K	2	0.63%	New
1088	WCA Westover Capital Advisors Wilmington, Delaware	$543K	-$15.9K	2	0.28%	Reduced
1089	AIM Allen Investment Management New York	$535K	$0	1	0.02%	Maintained
1090	Conning Inc Hartford, Connecticut	$533K	+$5.61K	2	0.02%	Increased
1091	DP Dearborn Partners Chicago, Illinois	$530K	-$53	1	0.04%	Reduced
1092	Pentwater Capital Management Naples, Florida	$530K	-$72.9K	1	0.01%	Reduced
1093	Loews Corp New York	$528K	+$215K	2	0%	Increased
1094	Lido Advisors Los Angeles, California	$521K	-$21.1K	1	0.03%	Reduced
1095	Benjamin F. Edwards & Company St. Louis, Missouri	$520K	-$293K	4	0.05%	Reduced
1096	Cannell & Spears New York	$516K	+$201K	2	0.07%	Increased
1097	OAMG Odey Asset Management Group London, United Kingdom	$515K	$0	1	0.04%	Maintained
1098	BHA Beech Hill Advisors New York	$514K	$0	1	0.32%	Maintained
1099	PP Prospector Partners Guilford, Connecticut	$514K	$0	1	0.08%	Maintained
1100	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$513K	-$14.4K	1	0.23%	Reduced