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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
401
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$9.55M +$513K 5 0.08% Increased
402
Engineers Gate Manager
Engineers Gate Manager
New York
$9.54M -$195K 4 1.02% Reduced
403
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.33M +$2.88M 6 0.11% Increased
404
PL
Parthenon LLC
Kentucky
$9.19M +$2.48M 4 2.26% Increased
405
QS Investors
QS Investors
New York
$9.18M -$99.6K 10 0.07% Reduced
406
MC
Menta Capital
California
$9.16M -$2.15M 4 0.77% Reduced
407
MSA
Mason Street Advisors
Wisconsin
$8.94M +$1.36M 10 0.24% Increased
408
PCM
Penn Capital Management
Pennsylvania
$8.94M -$1.91M 1 0.56% Reduced
409
HIC
Harvey Investment Company
Kentucky
$8.88M -$27.4K 2 1.87% Reduced
410
Baird Financial Group
Baird Financial Group
Wisconsin
$8.78M +$235K 3 0.08% Increased
411
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$8.77M -$80.8K 1 0.17% Reduced
412
First Pacific Advisors
First Pacific Advisors
California
$8.75M -$8.49M 1 0.07% Reduced
413
GHCM
Glen Harbor Capital Management
California
$8.72M +$9.67M 7 0.24% New
414
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$8.68M +$7.43M 3 0.47% Increased
415
Chilton Capital Management
Chilton Capital Management
Texas
$8.6M -$1.07M 2 0.9% Reduced
416
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$8.59M -$1.77M 3 1.24% Reduced
417
Barings
Barings
North Carolina
$8.45M +$369K 4 0.21% Increased
418
CC
Cipher Capital
New York
$8.45M +$6.93M 2 0.56% Increased
419
SAM
Shell Asset Management
Netherlands
$8.34M +$576K 8 0.2% Increased
420
Edge Asset Management
Edge Asset Management
Washington
$8.21M -$117K 1 0.06% Reduced
421
DA
Denali Advisors
California
$8.09M -$1.32M 2 1.41% Reduced
422
SIA
SeaBridge Investment Advisors
New Jersey
$8.08M -$55K 2 1.94% Reduced
423
Virtu KCG Holdings
Virtu KCG Holdings
New York
$8.06M +$1.7M 8 0.2% Increased
424
Regions Financial Corp
Regions Financial Corp
Alabama
$8.04M +$1.74M 6 0.1% Increased
425
Voloridge Investment Management
Voloridge Investment Management
Florida
$8.02M +$8.14M 3 0.17% New