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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
576	EverSource Wealth Advisors Birmingham, Alabama	$14.3M	-$702K	28	0.57%	Reduced
577	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$14.3M	+$182K	2	9.36%	Increased
578	Capstone Investment Advisors New York	$14.3M	+$10.1M	9	0.03%	Increased
579	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$14.2M	$0	2	1.5%	Maintained
580	XTX Topco George Town, Cayman Islands	$14.2M	-$4.53M	19	0.74%	Reduced
581	Coronation Fund Managers Cape Town, South Africa	$14.2M	+$13.9M	1	0.74%	New
582	Mizuho Markets Americas New York	$14.1M	+$5.4M	1	0.27%	Increased
583	HUB Investment Partners Austin, Texas	$14.1M	+$363K	2	0.47%	Increased
584	Scotia Capital Toronto, Ontario, Canada	$14.1M	+$4.15M	6	0.06%	Increased
585	Easterly Investment Partners Beverly, Massachusetts	$14M	+$3.86M	2	0.95%	Increased
586	Hook Mill Capital Partners New York	$13.9M	-$2.34M	1	1.27%	Reduced
587	Himension Capital (Singapore) Singapore	$13.9M	+$2.79M	2	0.85%	Increased
588	Kestra Advisory Services Austin, Texas	$13.8M	+$932K	7	0.06%	Increased
589	SA swisspartners Advisors Zurich, Switzerland	$13.8M	+$1.13M	1	11.38%	Increased
590	MCM Masterton Capital Management New York	$13.8M	+$3.56M	2	7.55%	Increased
591	RA Riverstone Advisors New Braunfels, Texas	$13.7M	+$200K	1	6.73%	Increased
592	Patten & Patten Chattanooga, Tennessee	$13.7M	-$416K	1	0.8%	Reduced
593	One Capital Management Westlake Village, California	$13.7M	+$206K	2	0.44%	Increased
594	W.R. Berkley Corp Greenwich, Connecticut	$13.5M	+$3.14M	2	0.78%	Increased
595	ALPS Advisors Denver, Colorado	$13.5M	+$11.9M	6	0.08%	Increased
596	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13.4M	-$322K	8	0.42%	Reduced
597	DCM Dilation Capital Management New York	$13.4M	+$12.4M	1	6.64%	New
598	Granite Investment Partners El Segundo, California	$13.3M	-$2.06M	1	0.76%	Reduced
599	Rule One Partners Moreland, Georgia	$13.2M	$0	1	1.86%	Maintained
600	IHL Investment House LLC Redondo Beach, California	$13.1M	-$88.7K	3	0.62%	Reduced