← 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
401	RHJA Rice Hall James & Associates San Diego, California	$9.43M	-$12.5M	2	0.46%	Reduced
402	IP Interval Partners New York	$9.41M	+$8.58M	1	0.46%	New
403	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.4M	-$434K	7	0.09%	Reduced
404	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.22M	+$1.14M	2	0.98%	Increased
405	Barings Charlotte, North Carolina	$9.18M	+$1.1M	4	0.18%	Increased
406	OAM Oxford Asset Management Oxford, United Kingdom	$9.13M	+$4.41M	5	0.22%	Increased
407	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.11M	+$72.9K	10	0.23%	Increased
408	CIM Contrarius Investment Management St. Helier, Jersey	$9.06M	+$2.75M	2	0.58%	Increased
409	CCM Conatus Capital Management Greenwich, Connecticut	$9.05M	+$7.91M	1	0.67%	New
410	Stephens Inc Little Rock, Arkansas	$9.04M	+$3.43M	5	0.33%	Increased
411	TCM Tributary Capital Management Omaha, Nebraska	$9.04M	+$1.66M	1	0.88%	Increased
412	QCMC Quantum Capital Management (California) San Francisco, California	$9M	+$2.97M	2	2.24%	Increased
413	Ingalls & Snyder LLC New York	$9M	+$423K	3	0.48%	Increased
414	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.99M	-$422K	2	2.16%	Reduced
415	HighTower Advisors Chicago, Illinois	$8.98M	+$1.36M	6	0.09%	Increased
416	LA LFL Advisers Evanston, Illinois	$8.9M	+$6.81M	1	8.32%	Increased
417	Voloridge Investment Management Jupiter, Florida	$8.9M	+$1.11M	2	0.22%	Increased
418	Chilton Capital Management Houston, Texas	$8.66M	-$825K	2	0.86%	Reduced
419	SAM Shell Asset Management The Hague, Netherlands	$8.64M	+$140K	8	0.19%	Increased
420	HC Hendley & Co Zanesville, Ohio	$8.47M	+$50.6K	2	5.08%	Increased
421	EULAV Asset Management Sarasota, Florida	$8.42M	-$2.97M	3	0.43%	Reduced
422	CC Cipher Capital New York	$8.4M	-$683K	5	0.63%	Reduced
423	NM Newtyn Management New York	$8.38M	+$8.54M	1	1.26%	New
424	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$8.36M	+$235K	2	0.05%	Increased
425	NP NS Partners London, United Kingdom	$8.3M	-$4.71K	1	1.19%	Reduced