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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	IIM Ironwood Investment Management Boston, Massachusetts	$415K	+$49.5K	1	0.34%	Increased
1152	Picton Mahoney Asset Management Toronto, Ontario, Canada	$414K	$0	1	0.03%	Maintained
1153	AIM Anchor Investment Management Columbia, South Carolina	$413K	-$377K	3	0.1%	Reduced
1154	Lasalle Investment Management Securities Baltimore, Maryland	$412K	-$129M	1	0.01%	Reduced
1155	TCOV Trust Company of Vermont Brattleboro, Vermont	$409K	-$8.28K	3	0.04%	Reduced
1156	BDF Balasa Dinverno & Foltz	$408K	-$38.3K	1	0.05%	Reduced
1157	Bridges Investment Management Omaha, Nebraska	$408K	-$1.52M	1	0.02%	Reduced
1158	Avidian Wealth Enterprises Houston, Texas	$406K	-$773K	1	0.09%	Reduced
1159	VNA Valley National Advisers Bethlehem, Pennsylvania	$405K	+$296K	6	0.12%	Increased
1160	VCM Versant Capital Management Phoenix, Arizona	$402K	+$54.1K	14	0.17%	Increased
1161	Cresset Asset Management Chicago, Illinois	$399K	+$167K	16	0.02%	Increased
1162	KAM Kazazian Asset Management Fort Lauderdale, Florida	$396K	-$82.9K	1	0.55%	Reduced
1163	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$394K	-$32.7K	1	0.14%	Reduced
1164	PMG ProVise Management Group Clearwater, Florida	$388K	+$378K	1	0.05%	New
1165	CAM Cozad Asset Management Champaign, Illinois	$386K	-$60K	1	0.12%	Reduced
1166	SC Sawyer & Company Boston, Massachusetts	$386K	$0	1	0.25%	Maintained
1167	DI Diligent Investors Redlands, California	$384K	$0	1	0.22%	Maintained
1168	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$382K	$0	1	0.07%	Maintained
1169	HC Hourglass Capital Houston, Texas	$380K	$0	1	0.11%	Maintained
1170	RE RBC Europe London, United Kingdom	$380K	$0	3	0.04%	Maintained
1171	OMERS Administration Corp Toronto, Ontario, Canada	$370K	-$64.2K	1	0%	Reduced
1172	Brown Brothers Harriman & Co New York	$367K	+$193K	4	0%	Increased
1173	RA RMR Advisors Newton, Massachusetts	$366K	-$392K	1	0.13%	Reduced
1174	South Texas Money Management San Antonio, Texas	$365K	$0	1	0.02%	Maintained
1175	FDS First Dallas Securities Dallas, Texas	$363K	+$68.2K	1	0.26%	Increased