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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
601	CCAM Capelight Capital Asset Management New York	$12.9M	+$1.34M	1	6.17%	Increased
602	Wedge Capital Management Charlotte, North Carolina	$12.8M	+$1.94M	2	0.21%	Increased
603	PP Patten & Patten Chattanooga, Tennessee	$12.8M	+$176K	2	0.68%	Increased
604	RCM Rivernorth Capital Management West Palm Beach, Florida	$12.7M	-$4.18M	2	0.61%	Reduced
605	Whittier Trust South Pasadena, California	$12.7M	+$1.87M	13	0.12%	Increased
606	HB Wealth Management Atlanta, Georgia	$12.7M	+$1.88M	12	0.07%	Increased
607	Factory Mutual Insurance Waltham, Massachusetts	$12.6M	-$67.1K	1	0.12%	Reduced
608	One Capital Management Westlake Village, California	$12.5M	$0	2	0.35%	Maintained
609	WAM Waterfall Asset Management New York	$12.5M	+$2.67M	1	7.67%	Increased
610	ACP Aviance Capital Partners Naples, Florida	$12.4M	+$977K	4	1.29%	Increased
611	Fideuram - Intesa Sanpaolo Private Banking Turin,	$12.3M	-$323K	3	0.37%	Reduced
612	Ameritas Investment Partners Lincoln, Nebraska	$12.3M	-$253K	22	0.33%	Reduced
613	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$12.2M	+$2.77M	2	1.67%	Increased
614	CCP Carmel Capital Partners San Diego, California	$12.2M	-$2.63M	5	4.02%	Reduced
615	Beacon Pointe Advisors Newport Beach, California	$12.2M	-$1.99M	9	0.06%	Reduced
616	IHL Investment House LLC Redondo Beach, California	$12.2M	-$2.97M	3	0.55%	Reduced
617	Burney Company Reston, Virginia	$12.2M	-$5.3M	5	0.33%	Reduced
618	Howard Capital Management Roswell, Georgia	$12.2M	+$1.77M	4	0.14%	Increased
619	Generali Asset Management Trieste, Italy	$12.1M	-$1.59M	4	0.22%	Reduced
620	Savant Capital Rockford, Illinois	$12.1M	+$2.75M	9	0.04%	Increased
621	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$12.1M	+$2.55M	4	0.15%	Increased
622	NewEdge Advisors New Orleans, Louisiana	$12M	+$2.49M	19	0.04%	Increased
623	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$11.9M	+$9.73M	1	1.46%	New
624	BFIM Beese Fulmer Investment Management Canton, Ohio	$11.8M	+$642K	1	0.68%	Increased
625	CIBC World Market Toronto, Ontario, Canada	$11.8M	+$1.11M	7	0.02%	Increased