← 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
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$8.33M -$78.2M 1 0.14% Reduced
452
TCM
Twin Capital Management
Pennsylvania
$8.33M +$4.52M 4 0.56% Increased
453
CCM
Cadence Capital Management
Massachusetts
$8.23M +$3.81M 3 0.6% Increased
454
CAM
Centre Asset Management
New York
$8.22M +$8.91M 1 1.49% New
455
MSA
Mason Street Advisors
Wisconsin
$8.19M -$171K 9 0.23% Reduced
456
SC
Salzman & Co
New York
$8.09M +$9.18M 1 60.71% New
457
Allstate Corporation
Allstate Corporation
Illinois
$8.05M +$3.34M 4 0.57% Increased
458
Meag Munich Ergo
Meag Munich Ergo
Germany
$7.87M +$8.36M 1 0.39% New
459
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$7.86M +$7.93M 8 0.2% New
460
OAM
Oxford Asset Management
United Kingdom
$7.78M -$3.57M 3 0.24% Reduced
461
DSI
Daiwa SB Investments
Japan
$7.75M -$176K 1 2% Reduced
462
GMI
Greystone Managed Investments
Saskatchewan, Canada
$7.71M -$159K 1 0.35% Reduced
463
CIBC World Markets
CIBC World Markets
New York
$7.67M +$8.62M 1 0.15% New
464
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$7.65M -$6.87M 1 0.51% Reduced
465
Caxton Associates (New York)
Caxton Associates (New York)
New York
$7.64M +$8.58M 1 0.26% New
466
HCM
Horan Capital Management
Maryland
$7.62M -$226K 1 2.02% Reduced
467
DCM
Dupont Capital Management
Delaware
$7.58M -$6.47M 1 0.17% Reduced
468
EFEM
Eos Focused Equity Management
New York
$7.48M +$4.36M 1 6.48% Increased
469
CCI
Columbus Circle Investors
$7.48M +$7.41M 1 0.08% New
470
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.47M -$114K 2 0.95% Reduced
471
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.45M -$8.15M 4 0.08% Reduced
472
HSA
Hussman Strategic Advisors
Maryland
$7.44M +$4.95M 1 1.23% Increased
473
PL
Parthenon LLC
Kentucky
$7.39M -$45.7K 3 1.83% Reduced
474
TTWM
TCV Trust & Wealth Management
Virginia
$7.38M $0 3 1.25% Maintained
475
CG
Cutler Group
California
$7.34M +$5.67M 8 0.33% Increased