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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
FBP
Flippin Bruce & Porter
Virginia
$7.7M -$99.4K 1 1.69% Reduced
477
FBA
Front Barnett Associates
Illinois
$7.69M -$121K 1 1.35% Reduced
478
WCM
Woodson Capital Management
Connecticut
$7.68M +$1.55M 1 2.88% Increased
479
SH
SeaTown Holdings
Singapore
$7.68M +$2.23M 1 0.56% Increased
480
GHCM
Glen Harbor Capital Management
California
$7.67M -$40.2K 7 0.18% Reduced
481
DnB Asset Management
DnB Asset Management
Norway
$7.66M -$183K 5 0.1% Reduced
482
Quantbot Technologies
Quantbot Technologies
New York
$7.62M +$745K 5 0.73% Increased
483
Veritable
Veritable
Delaware
$7.36M -$455K 5 0.15% Reduced
484
FSA
Franklin Street Advisors
North Carolina
$7.35M +$1.05M 1 1.21% Increased
485
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.33M -$172K 1 0.25% Reduced
486
LIA
LS Investment Advisors
Michigan
$7.33M -$72.4K 10 0.44% Reduced
487
TTWM
TCV Trust & Wealth Management
Virginia
$7.2M -$1.1M 3 1.07% Reduced
488
NI
Nuance Investments
Missouri
$7.19M +$6.72M 1 0.5% New
489
Robeco Schweiz
Robeco Schweiz
Switzerland
$7.15M +$2.17M 1 0.55% Increased
490
SAM
Securian Asset Management
Minnesota
$7.06M +$63.6K 7 0.18% Increased
491
Maverick Capital
Maverick Capital
Texas
$7.05M +$5.47M 1 0.09% Increased
492
TCTC Holdings
TCTC Holdings
Texas
$7.01M +$799K 1 0.43% Increased
493
Barings
Barings
North Carolina
$7.01M +$2.51M 5 0.13% Increased
494
BCAM
Boston Common Asset Management
Massachusetts
$7M +$22.6K 1 0.87% Increased
495
AC
AFAM Capital
Texas
$6.95M -$90K 1 0.84% Reduced
496
CCM
Cadence Capital Management
Massachusetts
$6.88M +$483K 6 0.43% Increased
497
CEP
Chicago Equity Partners
Illinois
$6.85M +$5.98M 2 0.22% Increased
498
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$6.83M +$2.94M 4 0.25% Increased
499
Soros Fund Management
Soros Fund Management
New York
$6.78M +$2.5M 2 0.16% Increased
500
LRIC
Long Road Investment Counsel
Michigan
$6.78M $0 1 4.82% Maintained