← 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
476
FBA
Front Barnett Associates
Illinois
$9.07M $0 1 1.5% Maintained
477
SC
Skylands Capital
Wisconsin
$9.06M +$1.04M 1 1.17% Increased
478
Daiwa Securities Group
Daiwa Securities Group
Japan
$8.94M -$905K 7 0.06% Reduced
479
GC
Greenlight Capital
New York
$8.92M +$9M 2 0.16% New
480
Group One Trading
Group One Trading
Illinois
$8.89M +$3.98M 5 0.06% Increased
481
TTWM
TCV Trust & Wealth Management
Virginia
$8.88M -$17.9K 3 1.24% Reduced
482
TBC
Tweedy, Browne Co
Connecticut
$8.84M -$4.21M 1 0.24% Reduced
483
HighTower Advisors
HighTower Advisors
Illinois
$8.78M -$3.36M 4 0.07% Reduced
484
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$8.68M -$1.66M 6 0.13% Reduced
485
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$8.68M +$3.99M 15 0.08% Increased
486
WAM
World Asset Management
Michigan
$8.67M -$681K 8 0.29% Reduced
487
CC
Cannell & Co
New York
$8.64M -$1.2M 1 0.3% Reduced
488
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$8.63M +$3.86M 5 0.07% Increased
489
NewEdge Advisors
NewEdge Advisors
Louisiana
$8.58M +$329K 2 1.16% Increased
490
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$8.55M +$5.82M 2 0.09% Increased
491
SCM
Stormborn Capital Management
Connecticut
$8.53M +$6.64M 1 6.1% New
492
BCAM
Boston Common Asset Management
Massachusetts
$8.49M +$221K 1 1.01% Increased
493
TCM
Twin Capital Management
Pennsylvania
$8.43M -$3.58M 2 0.41% Reduced
494
FBP
Flippin Bruce & Porter
Virginia
$8.39M -$56.4K 1 1.78% Reduced
495
SAM
Securian Asset Management
Minnesota
$8.39M +$75.2K 7 0.21% Increased
496
UMA
USA Mutuals Advisors
Texas
$8.38M +$130K 3 4.55% Increased
497
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$8.35M +$1.45M 5 0.06% Increased
498
GCP
GSA Capital Partners
United Kingdom
$8.35M +$3.84M 6 0.51% Increased
499
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$8.27M -$6.65M 1 0.45% Reduced
500
CAM
Centre Asset Management
New York
$8.25M -$7.92M 1 2.01% Reduced