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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
526
WIA
Wealthstreet Investment Advisors
Texas
$7.3M -$29.6K 2 0.97% Reduced
527
Artemis Investment Management
Artemis Investment Management
United Kingdom
$7.29M -$10.6M 1 0.1% Reduced
528
Sit Investment Associates
Sit Investment Associates
Minnesota
$7.28M -$334K 1 0.19% Reduced
529
TIA
Tandem Investment Advisors
South Carolina
$7.22M -$2.44M 1 2.21% Reduced
530
MYAM
Meiji Yasuda Asset Management
Japan
$7.21M +$2.42M 3 0.64% Increased
531
BCAM
Boston Common Asset Management
Massachusetts
$7.17M -$2.41M 1 0.89% Reduced
532
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$7.16M -$13.2M 1 0.17% Reduced
533
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.09M -$174K 10 0.32% Reduced
534
RE
RBC Europe
United Kingdom
$7.08M -$90K 6 0.83% Reduced
535
Synovus Financial
Synovus Financial
Georgia
$7.04M +$957K 4 0.12% Increased
536
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.01M +$2.65M 6 4.42% Increased
537
CIA
Covington Investment Advisors
Pennsylvania
$6.92M -$11.6K 1 2.38% Reduced
538
MCIM
Meadow Creek Investment Management
Georgia
$6.9M +$1.87M 7 0.15% Increased
539
PFM
Parsec Financial Management
North Carolina
$6.89M -$451K 1 0.47% Reduced
540
CC
Cannell & Co
New York
$6.89M +$829K 2 0.26% Increased
541
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$6.86M -$1.56M 1 0.17% Reduced
542
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.77M +$4.17M 3 0.08% Increased
543
WAM
World Asset Management
Michigan
$6.74M +$113K 8 0.33% Increased
544
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$6.7M -$27.9K 1 0.06% Reduced
545
HCMT
Highland Capital Management (Tennessee)
Tennessee
$6.58M -$232K 1 0.5% Reduced
546
ACP
Ashfield Capital Partners
California
$6.58M -$106K 2 0.82% Reduced
547
SIA
SeaBridge Investment Advisors
New Jersey
$6.56M -$1.24M 2 1.62% Reduced
548
Primecap Management
Primecap Management
California
$6.55M +$3.63M 2 0% Increased
549
SICM
Sustainable Insight Capital Management
New York
$6.41M +$1.78M 1 2.44% Increased
550
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$6.39M -$1.72M 4 0.14% Reduced