← 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
451	PL Parthenon LLC Louisville, Kentucky	$8.72M	+$8.89M	3	2.93%	New
452	GHA Garcia Hamilton & Associates Houston, Texas	$8.72M	+$9.05M	1	1.57%	New
453	ICM Intrepid Capital Management Jacksonville Beach, Florida	$8.7M	+$8.57M	1	1.52%	New
454	OCM Olstein Capital Management Purchase, New York	$8.51M	+$8.38M	1	1.36%	New
455	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$8.49M	+$8.37M	1	2.23%	New
456	MCG Meru Capital Group New York	$8.47M	+$8.58M	1	1.6%	New
457	Douglas C. Lane & Associates New York	$8.45M	+$8.32M	1	0.33%	New
458	Fuller & Thaler Asset Management San Mateo, California	$8.38M	+$8.06M	6	0.59%	New
459	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.37M	+$8.51M	4	0.34%	New
460	Nippon Life Global Investors Americas New York	$8.35M	+$8.23M	1	0.92%	New
461	Natixis Advisors Boston, Massachusetts	$8.33M	+$8.32M	4	0.17%	New
462	RCM Riverhead Capital Management Wilmington, Delaware	$8.26M	+$8.22M	3	0.27%	New
463	Coatue Management New York	$8.25M	+$7.79M	1	0.09%	New
464	HS HighVista Strategies Boston, Massachusetts	$8.21M	+$8.31M	1	1.97%	New
465	Janus Henderson Group London,	$8.1M	+$8.15M	5	0.09%	New
466	Curi RMB Capital Chicago, Illinois	$8.09M	+$7.97M	1	0.61%	New
467	LRPA L. Roy Papp & Associates Phoenix, Arizona	$8.07M	+$7.95M	1	2.01%	New
468	Wilmington Trust Wilmington, Delaware	$8M	+$8.01M	3	0.16%	New
469	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$7.95M	+$8.1M	2	0.14%	New
470	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.93M	+$7.81M	1	1.18%	New
471	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$7.89M	+$7.89M	2	1.24%	New
472	Oppenheimer & Co New York	$7.82M	+$7.91M	4	0.3%	New
473	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.81M	+$7.92M	5	0.33%	New
474	SSA South Street Advisors New York	$7.79M	+$7.9M	1	4.1%	New
475	FPCM Fox Point Capital Management New York	$7.75M	+$7.32M	1	2.36%	New