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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
476
Whittier Trust
Whittier Trust
California
$11.3M +$2.87M 5 0.11% Increased
477
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$11.3M +$3.41M 6 0.05% Increased
478
VPI
Value Partners Investments
Manitoba, Canada
$11.2M +$16.7K 1 0.78% Increased
479
AZ
Aquamarine Zurich
Switzerland
$11.1M $0 1 7.71% Maintained
480
Caprock Group
Caprock Group
Idaho
$11.1M -$1.02M 6 0.21% Reduced
481
NEOS Investment Management
NEOS Investment Management
Connecticut
$11.1M +$983K 4 0.04% Increased
482
Daiwa Securities Group
Daiwa Securities Group
Japan
$11.1M -$1.22M 4 0.02% Reduced
483
ACM
Atika Capital Management
New York
$11.1M +$5.21M 1 0.73% Increased
484
Merit Financial Group
Merit Financial Group
Georgia
$11.1M +$2.79M 6 0.07% Increased
485
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$11M -$7.08M 7 0.14% Reduced
486
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$10.9M $0 2 0.35% Maintained
487
PLC
Pillsbury Lake Capital
California
$10.9M +$2.29M 1 2.97% Increased
488
MAM
Monaco Asset Management
Monaco
$10.8M -$6.37M 2 0.86% Reduced
489
QI
QV Investors
Alberta, Canada
$10.8M +$2.78M 1 0.83% Increased
490
&Partners
&Partners
Tennessee
$10.8M +$1.46M 7 0.04% Increased
491
CAM
Cacti Asset Management
Georgia
$10.8M +$1.49M 2 0.54% Increased
492
NS
Night Squared
New York
$10.7M +$9.95M 1 1.15% New
493
Allianz
Allianz
Germany
$10.6M -$398K 3 0.11% Reduced
494
LSA
L & S Advisors
California
$10.6M +$9.81M 1 1.09% New
495
Howard Capital Management
Howard Capital Management
Georgia
$10.6M -$2.23K 1 0.13% Reduced
496
BCAM
Boston Common Asset Management
Massachusetts
$10.5M -$1.08M 1 0.63% Reduced
497
RAM
Ramirez Asset Management
New York
$10.4M +$1.18M 1 1.09% Increased
498
MML Investors Services
MML Investors Services
Massachusetts
$10.4M +$1.03M 6 0.02% Increased
499
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$10.4M +$440K 8 0.11% Increased
500
VIS
Vega Investment Solutions
France
$10.3M +$10.2M 1 1.47% New