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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
1151	SIM SummerHaven Investment Management Stamford, Connecticut	$2.62M	$0	3	1.41%	Maintained
1152	Tema ETFs New York	$2.62M	+$276K	4	0.08%	Increased
1153	VA VestGen Advisors Inverness, Illinois	$2.62M	+$502K	4	0.08%	Increased
1154	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$2.61M	+$57K	4	0.21%	Increased
1155	HPCM Hunter Perkins Capital Management Lombard, Illinois	$2.6M	+$584K	3	0.58%	Increased
1156	RSA River Street Advisors Aurora, Illinois	$2.58M	+$73.6K	1	0.76%	Increased
1157	Waratah Capital Advisors Toronto, Ontario, Canada	$2.58M	+$2.23M	1	0.09%	New
1158	Winton Group London, United Kingdom	$2.56M	-$29.5M	4	0.08%	Reduced
1159	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.55M	+$629K	3	0.15%	Increased
1160	BFC Blue Fin Capital Warren, Rhode Island	$2.54M	+$32.1K	1	0.37%	Increased
1161	RS R Squared Central, Hong Kong	$2.54M	+$1.31M	9	1.33%	Increased
1162	VCM Vision Capital Management Portland, Oregon	$2.54M	+$470K	2	0.29%	Increased
1163	Pine Valley Investments Marlton, New Jersey	$2.53M	+$260K	4	0.1%	Increased
1164	WI Wahed Invest New York	$2.53M	-$189K	5	0.26%	Reduced
1165	Allianz Munich, Germany	$2.52M	$0	2	0.03%	Maintained
1166	MCM Mork Capital Management Healdsburg, California	$2.5M	$0	1	1.6%	Maintained
1167	AWCI Alpine Woods Capital Investors Purchase, New York	$2.5M	$0	2	0.54%	Maintained
1168	GC Globeflex Capital San Diego, California	$2.5M	$0	1	0.32%	Maintained
1169	LCS Levin Capital Strategies New York	$2.49M	+$1.11M	2	0.17%	Increased
1170	Fisher Asset Management Camas, Washington	$2.49M	+$262K	5	0%	Increased
1171	CAP Cordoba Advisory Partners New York	$2.49M	+$359K	2	0.53%	Increased
1172	OIMU Osmosis Investment Management UK London, United Kingdom	$2.48M	-$2.72M	4	0.12%	Reduced
1173	SAM Sagewood Asset Management New York	$2.48M	+$997K	6	0.56%	Increased
1174	RWP Revolve Wealth Partners Hackensack, New Jersey	$2.47M	-$24.8K	2	0.26%	Reduced
1175	MCM McKinney Capital Management Houston, Texas	$2.44M	+$1.15M	2	0.96%	Increased