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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
LPL Financial
LPL Financial
California
$4.34M +$1.58M 4 0.03% Increased
552
TIA
Tandem Investment Advisors
South Carolina
$4.33M +$4.41M 1 2.09% New
553
BB&T Securities
BB&T Securities
Virginia
$4.33M $0 4 0.06% Maintained
554
AMI
Amica Mutual Insurance
Rhode Island
$4.32M +$739K 5 0.39% Increased
555
CIM
Calvert Investment Management
Maryland
$4.32M +$323K 5 0.16% Increased
556
SCA
Salient Capital Advisors
Texas
$4.29M +$1.14M 2 0.08% Increased
557
CIBC World Markets
CIBC World Markets
New York
$4.28M -$2.21M 7 0.04% Reduced
558
TBA
Tower Bridge Advisors
Pennsylvania
$4.27M +$297K 2 0.52% Increased
559
Calamos Advisors
Calamos Advisors
Illinois
$4.27M +$1.36M 2 0.03% Increased
560
CPIM
Columbia Partners Investment Management
Virginia
$4.26M -$3.8M 2 0.38% Reduced
561
GCMG
Gyroscope Capital Management Group
Florida
$4.26M +$666K 1 2.84% Increased
562
MPM
Meritage Portfolio Management
Kansas
$4.25M -$334K 1 0.46% Reduced
563
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$4.2M -$2.43M 7 0.21% Reduced
564
MCM
Matarin Capital Management
New York
$4.18M +$1.87M 2 0.47% Increased
565
SEC
Seven Eight Capital
New York
$4.17M +$3.26M 5 0.84% Increased
566
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$4.16M +$2.62M 1 0.2% Increased
567
AIS
AlphaOne Investment Services
Pennsylvania
$4.16M +$441K 1 1.15% Increased
568
Great Lakes Advisors
Great Lakes Advisors
Illinois
$4.15M +$3.31M 3 0.11% Increased
569
Moore Capital Management
Moore Capital Management
New York
$4.11M -$2.27M 1 0.13% Reduced
570
PIA
Piedmont Investment Advisors
North Carolina
$4.09M +$216K 7 0.08% Increased
571
Grimes & Company
Grimes & Company
Massachusetts
$4.09M -$305K 1 0.47% Reduced
572
Swiss Life Asset Management
Swiss Life Asset Management
$4.08M +$1.9M 5 0.14% Increased
573
SRP
Saddle Road Partners
Nebraska
$4.07M +$891K 1 2.07% Increased
574
Rathbones Group
Rathbones Group
United Kingdom
$4.06M +$1.85M 2 0.2% Increased
575
Spot Trading
Spot Trading
Illinois
$4.05M -$1.27M 3 0.1% Reduced