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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
1151	CCB Cutter & Co Brokerage Ballwin, Missouri	$259K	-$30.7K	1	0.1%	Reduced
1152	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$256K	+$4.01K	1	0.11%	Increased
1153	NIMI Natixis Investment Managers International Paris, France	$255K	-$78K	1	0.02%	Reduced
1154	CIM Contravisory Investment Management Norwell, Massachusetts	$254K	+$246K	1	0.09%	New
1155	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$253K	$0	1	0.02%	Maintained
1156	Caprock Group Boise, Idaho	$252K	-$314K	1	0.06%	Reduced
1157	AC Addison Capital Conshohocken, Pennsylvania	$246K	-$38.3K	1	0.2%	Reduced
1158	CBB Citizens Business Bank Ontario, California	$245K	-$13K	1	0.04%	Reduced
1159	AFA Abacus FCF Advisors Orlando, Florida	$243K	+$228K	1	0.95%	New
1160	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$242K	-$1.19M	1	0.03%	Reduced
1161	HBK Sorce Advisory Erie, Pennsylvania	$241K	+$229K	1	0.04%	New
1162	Washington Trust Westerly, Rhode Island	$241K	$0	1	0.01%	Maintained
1163	WPP Whalerock Point Partners Providence, Rhode Island	$241K	$0	1	0.09%	Maintained
1164	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$240K	+$212K	1	0.05%	New
1165	BA BKS Advisors Southfield, Michigan	$232K	+$221K	1	0.09%	New
1166	EWM Evermay Wealth Management Arlington, Virginia	$228K	-$28.4K	1	0.1%	Reduced
1167	TCM Telos Capital Management San Diego, California	$228K	-$4.21K	1	0.09%	Reduced
1168	Pinnacle Associates New York	$226K	+$208K	1	0%	New
1169	SIC Schwartz Investment Counsel Plymouth, Michigan	$226K	-$70K	1	0.01%	Reduced
1170	CC Courier Capital Buffalo, New York	$225K	$0	1	0.04%	Maintained
1171	Tiedemann Advisors New York	$225K	+$7.68K	1	0.02%	Increased
1172	MSAM Moloney Securities Asset Management Manchester, Missouri	$224K	+$210K	1	0.11%	New
1173	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$221K	-$24.9K	1	0.04%	Reduced
1174	ICOA Investment Centers of America Bismarck, North Dakota	$220K	+$212K	1	0.02%	New
1175	Quadrant Capital Group Cincinnati, Ohio	$219K	+$3.76K	13	0.1%	Increased