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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	Simplicity Solutions Minneapolis, Minnesota	$512K	+$494K	2	0.03%	New
1102	Fort Washington Investment Advisors Cincinnati, Ohio	$511K	$0	2	0.01%	Maintained
1103	AG AlphaSimPlex Group Boston, Massachusetts	$510K	-$1.21M	1	0.17%	Reduced
1104	Stephens Inc Little Rock, Arkansas	$507K	-$1.12M	1	0.01%	Reduced
1105	BCM Brown Capital Management Baltimore, Maryland	$502K	+$198K	2	0.01%	Increased
1106	UR USCA RIA Houston, Texas	$502K	+$484K	1	0.05%	New
1107	PM Parametrica Management Wanchai, Hong Kong	$498K	+$162K	1	1.06%	Increased
1108	First Citizens Bank & Trust Raleigh, North Carolina	$497K	+$21.4K	1	0.06%	Increased
1109	Forvis Mazars Wealth Advisors Springfield, Missouri	$497K	+$5.83K	1	0.04%	Increased
1110	Everett Harris & Co Los Angeles, California	$493K	-$39.5K	1	0.01%	Reduced
1111	GCC Game Creek Capital Boston, Massachusetts	$491K	+$105K	1	0.24%	Increased
1112	Sowell Financial Services North Little Rock, Arkansas	$485K	+$468K	1	0.05%	New
1113	BA Birinyi Associates Westport, Connecticut	$484K	$0	1	0.21%	Maintained
1114	Quadrant Capital Group Cincinnati, Ohio	$484K	+$254K	16	0.09%	Increased
1115	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$483K	+$11.4K	1	0.07%	Increased
1116	RCM Radnor Capital Management Wayne, Pennsylvania	$473K	-$43K	1	0.15%	Reduced
1117	CC ClearArc Capital Cincinnati, Ohio	$471K	+$217K	2	0.13%	Increased
1118	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$470K	-$7.01K	1	0.09%	Reduced
1119	WP WealthPLAN Partners Omaha, Nebraska	$464K	+$382K	2	0.07%	New
1120	FAB First American Bank Dundee, Illinois	$463K	-$352	1	0.03%	Reduced
1121	VCA Verdence Capital Advisors Hunt Valley, Maryland	$462K	+$160K	2	0.13%	Increased
1122	GEM Global Endowment Management Charlotte, North Carolina	$461K	+$439K	1	0.07%	New
1123	DM Diker Management New York	$458K	-$3.65M	1	0.28%	Reduced
1124	Bessemer Group Woodbridge, New Jersey	$457K	+$221K	9	0%	Increased
1125	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$457K	+$433K	1	0.12%	New