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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
626	Marsico Capital Management Denver, Colorado	$7.75M	-$1.75M	1	0.36%	Reduced
627	RA Riverstone Advisors New Braunfels, Texas	$7.71M	+$115	1	4.92%	Increased
628	Picton Mahoney Asset Management Toronto, Ontario, Canada	$7.7M	-$2.42M	1	0.34%	Reduced
629	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.62M	-$402K	1	1.46%	Reduced
630	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$7.57M	-$804K	1	1.11%	Reduced
631	HI Hendershot Investments Centreville, Virginia	$7.56M	-$403K	2	1.27%	Reduced
632	MG Magnolia Group Omaha, Nebraska	$7.47M	+$7.28M	1	1.08%	New
633	EP Edgestream Partners Princeton, New Jersey	$7.44M	-$1.98M	4	0.82%	Reduced
634	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.39M	$0	6	0.77%	Maintained
635	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.39M	+$972K	4	0.25%	Increased
636	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$7.34M	+$3.44M	7	1.37%	Increased
637	Montag & Associates Atlanta, Georgia	$7.31M	+$14.1K	7	0.48%	Increased
638	1C 1623 Capital Alexandria, Virginia	$7.13M	+$413K	1	4.55%	Increased
639	PR Payden & Rygel Los Angeles, California	$7.13M	+$6.96M	1	0.42%	New
640	M&G Investment Management London, United Kingdom	$7.08M	+$2.66M	3	0.03%	Increased
641	Belpointe Asset Management Reno, Nevada	$7.05M	+$222K	22	0.38%	Increased
642	CC Cipher Capital New York	$7.03M	-$668K	5	1.3%	Reduced
643	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$7.01M	+$44.2K	2	0.55%	Increased
644	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$7M	-$1.81M	1	0.52%	Reduced
645	WG Watchman Group Plano, Texas	$6.99M	-$133K	2	3.65%	Reduced
646	SA swisspartners Advisors Zurich, Switzerland	$6.92M	-$124K	1	5.77%	Reduced
647	Kentucky Retirement Systems Frankfort, Kentucky	$6.89M	-$49.7K	4	0.25%	Reduced
648	Freestone Capital Holdings Seattle, Washington	$6.87M	-$106K	2	0.3%	Reduced
649	Quantinno Capital Management New York	$6.82M	+$2.36M	5	0.45%	Increased
650	DSAM Dock Street Asset Management Palm Beach, Florida	$6.81M	+$6.31M	1	1.33%	New