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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
1401	NP Ninepoint Partners Toronto, Ontario, Canada	$187K	$0	1	0.06%	Maintained
1402	MCM Manchester Capital Management Manchester, Vermont	$185K	$0	3	0.02%	Maintained
1403	SCM Silvant Capital Management Atlanta, Georgia	$185K	$0	1	0.03%	Maintained
1404	CT Caldwell Trust Venice, Florida	$185K	+$188K	3	0.03%	New
1405	Citizens Financial Group Providence, Rhode Island	$183K	+$139K	10	0.01%	Increased
1406	II Ibex Investors Denver, Colorado	$181K	-$298K	1	0%	Reduced
1407	WC Winmill & Co Walpole, New Hampshire	$180K	$0	1	0.06%	Maintained
1408	BAM Barrett Asset Management New York	$176K	-$22.9K	1	0.01%	Reduced
1409	AIM AIA Investment Management Singapore	$173K	+$109K	4	0.04%	Increased
1410	AIC Ayalon Insurance Company Ramat Gan, Israel	$171K	-$32.5K	1	0.1%	Reduced
1411	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$168K	+$158K	3	0.11%	Increased
1412	MIM Macroview Investment Management Bethesda, Maryland	$167K	+$3.14K	2	0.35%	Increased
1413	SI Sensato Investors San Francisco, California	$167K	+$2.36K	1	0.12%	Increased
1414	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$166K	$0	2	0.06%	Maintained
1415	GLI Guardian Life Insurance New York	$165K	+$37K	4	0.04%	Increased
1416	GAM GQ Asset Management New York City, New York	$161K	+$163K	1	0.11%	New
1417	Americana Partners Houston, Texas	$160K	+$170K	1	0.09%	New
1418	HCM Highlander Capital Management Short Hills, New Jersey	$157K	$0	3	0.09%	Maintained
1419	SSB Sandy Spring Bank Olney, Maryland	$156K	-$3.99K	5	0.01%	Reduced
1420	FWM Focused Wealth Management Newburgh, New York	$155K	$0	1	0.04%	Maintained
1421	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$153K	-$665K	1	0.06%	Reduced
1422	LC Lindbrook Capital Calabasas, California	$151K	-$11K	9	0.05%	Reduced
1423	DMK David M. Knott	$150K	$0	1	0.06%	Maintained
1424	Mairs & Power Inc St Paul, Minnesota	$149K	$0	1	0%	Maintained
1425	TFS TrustCore Financial Services Brentwood, Tennessee	$147K	-$30.4K	2	0.03%	Reduced