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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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$7.83M -$1.2M 3 0.13% Reduced
477
TTWM
TCV Trust & Wealth Management
Virginia
$7.81M -$189K 3 1.28% Reduced
478
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$7.75M -$76.6K 1 0.16% Reduced
479
BUB
BBVA USA Bancshares
Texas
$7.7M -$310K 3 0.33% Reduced
480
QIM
Quest Investment Management
Oregon
$7.63M -$6.08M 1 0.75% Reduced
481
CAM
Capstone Asset Management
Texas
$7.62M -$807K 9 0.24% Reduced
482
Nomura Asset Management
Nomura Asset Management
Japan
$7.51M -$19.5K 5 0.14% Reduced
483
MCM
Mazama Capital Management
Oregon
$7.46M +$3.38M 3 1.99% Increased
484
ST
Stifel Trust
Missouri
$7.45M +$10.3K 2 1.39% Increased
485
AIM
Arcadia Investment Management
Michigan
$7.44M +$515K 1 2.17% Increased
486
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.41M +$356K 1 1.72% Increased
487
M&T Bank
M&T Bank
New York
$7.38M -$536K 5 0.31% Reduced
488
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$7.36M +$154K 1 0.93% Increased
489
AAC
Asset Advisors Corp
Georgia
$7.35M -$131K 1 1.67% Reduced
490
CIC
Cornercap Investment Counsel
Georgia
$7.3M +$2.57M 1 1.32% Increased
491
Zacks Investment Management
Zacks Investment Management
Illinois
$7.26M -$1.54M 2 0.26% Reduced
492
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$7.13M +$1.32M 2 0.18% Increased
493
NCCM
Nine Chapters Capital Management
New Jersey
$7.05M +$2.4M 4 0.58% Increased
494
Fisher Asset Management
Fisher Asset Management
Washington
$6.98M +$765K 1 0.01% Increased
495
Veritable
Veritable
Delaware
$6.92M -$899K 6 0.14% Reduced
496
FFIC
First Fiduciary Investment Counsel
Ohio
$6.9M +$1.21M 1 1.52% Increased
497
Oppenheimer & Co
Oppenheimer & Co
New York
$6.74M -$2.2M 4 0.2% Reduced
498
FLII
First Long Island Investors
New York
$6.74M +$668K 1 1.58% Increased
499
Wilmington Trust
Wilmington Trust
Delaware
$6.68M +$715K 3 0.11% Increased
500
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$6.67M -$272K 5 0.28% Reduced