← 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
501	SFM Systematic Financial Management Teaneck, New Jersey	$5.58M	-$27.8M	5	0.1%	Reduced
502	SCM Sandler Capital Management New York	$5.58M	+$5.61M	1	0.38%	New
503	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.55M	-$2.65M	2	0.34%	Reduced
504	Trexquant Investment Stamford, Connecticut	$5.54M	+$2.28M	6	0.71%	Increased
505	UMA USA Mutuals Advisors Dallas, Texas	$5.54M	$0	1	3.1%	Maintained
506	Mirae Asset Global Investments Seoul, South Korea	$5.48M	+$3.32M	2	0.1%	Increased
507	Tokio Marine Asset Management Tokyo, Japan	$5.47M	+$5M	2	0.72%	Increased
508	LCM Lomas Capital Management New York	$5.44M	-$1.76M	1	1.32%	Reduced
509	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$5.42M	-$477K	1	0.25%	Reduced
510	Curi RMB Capital Chicago, Illinois	$5.41M	-$601K	2	0.22%	Reduced
511	GWI Grace & White Inc Ny, New York	$5.4M	+$2.89M	1	1.17%	Increased
512	ACC Accident Compensation Corp Wellington, New Zealand	$5.39M	+$3.94K	1	1.37%	Increased
513	Veritable Wilmington, Delaware	$5.35M	+$25.9K	4	0.13%	Increased
514	Amalgamated Bank New York	$5.35M	-$1.44M	7	0.27%	Reduced
515	Cohen & Steers New York	$5.34M	-$10.6M	1	0.01%	Reduced
516	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$5.33M	$0	1	3.93%	Maintained
517	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$5.33M	-$523K	1	0.76%	Reduced
518	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.33M	+$2.46M	4	0.3%	Increased
519	Waddell & Reed Financial Overland Park, Kansas	$5.32M	-$11M	1	0.01%	Reduced
520	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$5.31M	+$11.4K	2	1.41%	Increased
521	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.3M	-$16.9K	3	1.67%	Reduced
522	MC Menta Capital San Francisco, California	$5.29M	-$4.15M	4	0.52%	Reduced
523	Sit Investment Associates Minneapolis, Minnesota	$5.24M	-$18.6K	1	0.13%	Reduced
524	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$5.19M	-$8.03M	3	0.58%	Reduced
525	STB S&T Bank Indiana, Pennsylvania	$5.15M	-$533K	1	0.98%	Reduced