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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
1101	DAM Delta Asset Management Memphis, Tennessee	$67K	$0	2	0.01%	Maintained
1102	QAM QCI Asset Management Pittsford, New York	$67K	-$9.77K	2	0.01%	Reduced
1103	AGM Alpine Global Management New York	$65K	-$89.3K	1	0.02%	Reduced
1104	KAM Kassirer Asset Management Toronto, Ontario, Canada	$60K	$0	1	0.06%	Maintained
1105	Mairs & Power Inc St Paul, Minnesota	$60K	$0	1	0%	Maintained
1106	DSC Duncker Streett & Co St. Louis, Missouri	$56K	-$17.2K	1	0.02%	Reduced
1107	IMS Index Management Solutions Philadelphia, Pennsylvania	$54K	-$983K	2	0.04%	Reduced
1108	PAM PT Asset Management Chicago, Illinois	$51K	-$378K	3	0.01%	Reduced
1109	FPFS First Personal Financial Services Charlotte, North Carolina	$49K	$0	2	0.03%	Maintained
1110	ZB Zions Bancorporation Salt Lake City, Utah	$49K	+$45.2K	5	0.01%	New
1111	Capital Analysts LLC Fort Washington, Pennsylvania	$47.8K	+$40K	1	0.01%	Increased
1112	Pacer Advisors Malvern, Pennsylvania	$47K	+$47.5K	1	0.1%	New
1113	GAM Gemmer Asset Management Walnut Creek, California	$45K	+$4.11K	7	0.03%	Increased
1114	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$44K	$0	1	0.03%	Maintained
1115	PCTC Perkins Coie Trust Company Seattle, Washington	$44K	$0	1	0.03%	Maintained
1116	BRWM B. Riley Wealth Management Memphis, Tennessee	$43K	-$74.6K	1	0.03%	Reduced
1117	Capital International Sarl Los Angeles, California	$41K	-$52.7K	1	0%	Reduced
1118	KPCM Kings Point Capital Management Great Neck, New York	$41K	$0	1	0.01%	Maintained
1119	Allworth Financial Folsom, California	$39K	+$35.4K	1	0.01%	New
1120	Wilmington Savings Fund Society Wilmington, Delaware	$39K	$0	1	0%	Maintained
1121	LNB Ledyard National Bank	$34K	$0	1	0.01%	Maintained
1122	CA CapWealth Advisors Franklin, Tennessee	$33K	+$32.7K	1	0.01%	New
1123	First Horizon Advisors Memphis, Tennessee	$33K	-$16.2K	2	0%	Reduced
1124	SSB Sandy Spring Bank Olney, Maryland	$32K	+$3.46K	5	0%	Increased
1125	WP WealthPLAN Partners Omaha, Nebraska	$32K	+$28.8K	1	0.01%	New