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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
551
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$8.21M +$349K 4 0.08% Increased
552
DWA
Dorsey Wright & Associates
California
$8.09M -$9.87M 1 1.37% Reduced
553
Hantz Financial Services
Hantz Financial Services
Michigan
$8.03M -$195K 10 0.11% Reduced
554
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$7.96M -$19.2M 1 0.09% Reduced
555
PGAM
Princeton Global Asset Management
New Jersey
$7.95M +$100K 2 1.14% Increased
556
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$7.93M -$405K 1 0.26% Reduced
557
EARNEST Partners
EARNEST Partners
Georgia
$7.91M +$1.25M 1 0.03% Increased
558
Ossiam
Ossiam
France
$7.88M +$1.83M 6 0.1% Increased
559
PWM
Parkway Wealth Management
Texas
$7.85M +$586K 2 0.91% Increased
560
ET
Entropy Technologies
New York
$7.83M +$893K 6 0.31% Increased
561
Allstate Corporation
Allstate Corporation
Illinois
$7.83M -$640K 8 0.08% Reduced
562
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$7.81M -$1.99M 3 0.05% Reduced
563
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$7.79M -$4.62M 8 0.27% Reduced
564
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$7.76M +$376K 4 0.09% Increased
565
SAM
Sycomore Asset Management
France
$7.67M $0 1 0.82% Maintained
566
Moran Wealth Management
Moran Wealth Management
Florida
$7.62M +$284K 1 0.21% Increased
567
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$7.56M -$562K 2 0.1% Reduced
568
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$7.43M +$46.8K 2 0.12% Increased
569
CCP
Cunning Capital Partners
North Carolina
$7.36M $0 1 2.97% Maintained
570
Vident Advisory
Vident Advisory
Georgia
$7.35M +$788K 8 0.05% Increased
571
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$7.33M +$530K 2 0.05% Increased
572
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$7.32M +$3.93M 4 0.06% Increased
573
Procyon Advisors
Procyon Advisors
Connecticut
$7.31M +$3.04M 4 0.32% Increased
574
Inspire Investing
Inspire Investing
Idaho
$7.31M +$1.97M 4 0.3% Increased
575
Polen Capital Management
Polen Capital Management
Florida
$7.3M +$4.36M 2 0.06% Increased