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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
1751	CCM Cinctive Capital Management New York	$196K	$0	1	0.01%	Maintained
1752	OMERS Administration Corp Toronto, Ontario, Canada	$196K	$0	1	0%	Maintained
1753	MCF Advisors Covington, Kentucky	$195K	+$225K	3	0.02%	New
1754	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$190K	-$10.3K	13	0.05%	Reduced
1755	CCA Column Capital Advisors Indianapolis, Indiana	$187K	+$112K	5	0.03%	Increased
1756	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$184K	$0	1	0.09%	Maintained
1757	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$183K	$0	1	0.08%	Maintained
1758	RCM Raleigh Capital Management Cary, North Carolina	$181K	+$33.2K	3	0.1%	Increased
1759	Williams Jones Wealth Management New York	$180K	$0	1	0%	Maintained
1760	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$179K	-$38.4K	1	0.05%	Reduced
1761	DC DeDora Capital Napa, California	$176K	+$167K	5	0.07%	New
1762	KC Kenfarb & Co Ashland, Kentucky	$175K	+$204K	1	0.14%	New
1763	BCM Basso Capital Management Stamford, Connecticut	$174K	$0	1	0.02%	Maintained
1764	MHR Matthew Hamilton Rosenberg	$172K	+$166K	2	0.06%	Increased
1765	BAM Barrett Asset Management New York	$168K	-$320K	1	0.01%	Reduced
1766	MAM Marquette Asset Management Minneapolis, Minnesota	$168K	$0	1	0.04%	Maintained
1767	CT Caldwell Trust Venice, Florida	$154K	$0	2	0.02%	Maintained
1768	FBT First Bank & Trust Brookings, South Dakota	$150K	$0	1	0.05%	Maintained
1769	BA Bivin & Associates Ponca City, Oklahoma	$149K	-$1.43K	2	0.14%	Reduced
1770	WTA Washington Trust Advisors Wellesley, Massachusetts	$148K	+$610	7	0.01%	Increased
1771	Farmers & Merchants Investments Inc Lincoln, Nebraska	$144K	+$32.2K	6	0.01%	Increased
1772	Blackstone Inc New York	$143K	-$2.78M	1	0%	Reduced
1773	HCA Harbor Capital Advisors Chicago, Illinois	$143K	+$170K	1	0.07%	New
1774	SC Sagefield Capital Dallas, Texas	$140K	$0	1	0.06%	Maintained
1775	WAM Worth Asset Management Dallas, Texas	$140K	+$163K	2	0.09%	New