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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	Kestra Advisory Services Austin, Texas	$10.9M	+$1.71M	6	0.05%	Increased
602	AAIM American Assets Investment Management San Diego, California	$10.8M	$0	2	0.87%	Maintained
603	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$10.8M	-$6.48M	5	0.68%	Reduced
604	GJL Gendell Jeffrey L	$10.7M	+$13.3M	1	0.28%	New
605	MM Main Management San Francisco, California	$10.7M	+$9.8M	1	0.84%	Increased
606	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.6M	-$34.7K	8	0.16%	Reduced
607	Avantax Advisory Services Dallas, Texas	$10.6M	+$904K	10	0.06%	Increased
608	Advisory Services Network Atlanta, Georgia	$10.6M	+$1.7M	8	0.17%	Increased
609	MFWM Motley Fool Wealth Management Alexandria, Virginia	$10.4M	-$1.23M	1	0.63%	Reduced
610	NGM North Growth Management Vancouver, British Columbia, Canada	$10.4M	$0	1	1.96%	Maintained
611	FCM FJ Capital Management Mclean, Virginia	$10.4M	+$2.47M	3	1.11%	Increased
612	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.4M	+$153K	3	1.11%	Increased
613	HUB Investment Partners Austin, Texas	$10.4M	+$477K	2	0.35%	Increased
614	Generali Asset Management Trieste, Italy	$10.4M	+$817K	5	0.24%	Increased
615	MLIM Mountain Lake Investment Management Boca Raton, Florida	$10.4M	+$9.09M	2	8.66%	Increased
616	IHL Investment House LLC Redondo Beach, California	$10.4M	-$1.93M	3	0.52%	Reduced
617	TCM Tributary Capital Management Omaha, Nebraska	$10.3M	-$856K	1	0.91%	Reduced
618	One Capital Management Westlake Village, California	$10.3M	+$1.03M	2	0.36%	Increased
619	Fred Alger Management New York	$10.1M	+$504K	2	0.05%	Increased
620	Primecap Management Pasadena, California	$10M	-$57.7K	1	0.01%	Reduced
621	Avanza Fonder Stockholm, Sweden	$10M	-$1.1M	7	0.3%	Reduced
622	WRBC W.R. Berkley Corp Greenwich, Connecticut	$10M	$0	1	0.52%	Maintained
623	WG Watchman Group Plano, Texas	$9.9M	+$85K	3	2.59%	Increased
624	SAM Scopus Asset Management New York	$9.9M	-$29.1M	1	0.17%	Reduced
625	Robeco Schweiz Zurich, Switzerland	$9.9M	-$1.22M	1	0.23%	Reduced