← All themes

Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	ACM Aquamarine Capital Management New York	$22.1M	$0	1	11.21%	Maintained
277	LSV Asset Management Chicago, Illinois	$21.8M	+$16.3K	2	0.04%	Increased
278	Bank of Nova Scotia Toronto, Ontario, Canada	$21.8M	-$9.09M	5	0.13%	Reduced
279	HI Honeywell International Charlotte, North Carolina	$21.7M	+$10.3K	1	0.76%	Increased
280	ZIG Zuckerman Investment Group Chicago, Illinois	$21.6M	-$264K	1	5.3%	Reduced
281	SC SRB Corp Boston, Massachusetts	$21.5M	+$181K	3	2.84%	Increased
282	RC Randolph Company Cincinnati, Ohio	$21.5M	$0	1	3.98%	Maintained
283	SFM Systematic Financial Management Teaneck, New Jersey	$21.3M	-$2.2M	6	0.43%	Reduced
284	Employees Retirement System of Texas Austin, Texas	$21.3M	-$10.5M	9	0.28%	Reduced
285	SCM Sirios Capital Management Boston, Massachusetts	$21.2M	-$756K	1	1.11%	Reduced
286	Prudential plc London, England, United Kingdom	$21.1M	+$1.24M	2	0.07%	Increased
287	TPSF Texas Permanent School Fund Austin, Texas	$21M	-$67.6K	10	0.27%	Reduced
288	TL Tirschwell & Loewy New York	$21M	-$1.57M	1	3.17%	Reduced
289	T TOBAM Paris, France	$20.8M	-$7.28M	3	0.79%	Reduced
290	IP Interval Partners New York	$20.8M	-$32.9M	2	0.95%	Reduced
291	BCMNY Buckingham Capital Management (New York) New York	$20.6M	+$173K	3	2.72%	Increased
292	Great Lakes Advisors Chicago, Illinois	$20.6M	+$12.8M	4	0.48%	Increased
293	Mirae Asset Global Investments Seoul, South Korea	$20.5M	+$13.5M	2	0.37%	Increased
294	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$20.4M	+$111K	7	0.39%	Increased
295	BCM Billings Capital Management Arlington, Virginia	$20.2M	-$1.54M	1	13.06%	Reduced
296	JCM Janney Capital Management Pittsburgh, Pennsylvania	$20.2M	-$441K	1	0.87%	Reduced
297	MLL Moody Lynn & Lieberson Boston, Massachusetts	$20.2M	+$1.26M	2	2.45%	Increased
298	FA Friess Associates Greenville, Delaware	$20.1M	$0	1	1.76%	Maintained
299	Luther King Capital Management (LKCM) Fort Worth, Texas	$19.9M	+$4.03M	3	0.17%	Increased
300	Victory Capital Management San Antonio, Texas	$19.8M	-$30.3M	10	0.04%	Reduced