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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	TC Truvestments Capital Sarasota, Florida	$402K	+$295K	5	0.19%	Increased
1152	EAM Exane Asset Management Paris, France	$401K	+$371K	3	0.13%	Increased
1153	HS HighVista Strategies Boston, Massachusetts	$395K	+$442K	1	0.18%	New
1154	SAA Southeast Asset Advisors Thomasville, Georgia	$394K	+$261K	1	0.11%	Increased
1155	SFM Systematic Financial Management Teaneck, New Jersey	$394K	-$4.28M	1	0.01%	Reduced
1156	Smithfield Trust Pittsburgh, Pennsylvania	$390K	+$3.65K	8	0.04%	Increased
1157	HC Hourglass Capital Houston, Texas	$388K	$0	1	0.1%	Maintained
1158	CBN Cadence Bank NA Houston, Texas	$387K	+$431K	1	0.15%	New
1159	RIM Rampart Investment Management Hartford, Connecticut	$383K	-$252K	3	0.17%	Reduced
1160	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$379K	+$357K	1	0.21%	New
1161	CAPTRUST Financial Advisors Raleigh, North Carolina	$375K	-$62.8K	8	0.02%	Reduced
1162	Palisade Capital Management Fort Lee, New Jersey	$374K	-$52K	1	0.01%	Reduced
1163	UFF USA Financial Formulas Ada, Michigan	$371K	-$369K	1	0.09%	Reduced
1164	DI Diligent Investors Redlands, California	$370K	$0	1	0.2%	Maintained
1165	NA Navellier & Associates Reno, Nevada	$369K	-$1.3M	1	0.05%	Reduced
1166	OAM Occidental Asset Management Burlingame, California	$365K	+$25K	1	0.18%	Increased
1167	OC Oppenheimer & Close New York	$358K	$0	1	0.35%	Maintained
1168	PK Pflug Koory Omaha, Nebraska	$357K	$0	1	0.29%	Maintained
1169	PP Professional Planning Thousand Oaks, California	$357K	$0	1	0.5%	Maintained
1170	VCA Verdence Capital Advisors Hunt Valley, Maryland	$356K	+$174K	1	0.09%	Increased
1171	Markel Group Glen Allen, Virginia	$355K	+$97.4K	1	0.01%	Increased
1172	AE Wealth Management Topeka, Kansas	$353K	+$362K	1	0.02%	New
1173	RA RMR Advisors Newton, Massachusetts	$352K	$0	1	0.13%	Maintained
1174	SC Sawyer & Company Boston, Massachusetts	$352K	$0	1	0.21%	Maintained
1175	AP Arlington Partners Birmingham, Alabama	$351K	+$43.4K	2	0.25%	Increased