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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
Bowie Capital Management
Bowie Capital Management
Texas
$5.2M +$53K 2 1.73% Increased
552
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.1M +$99.8K 9 0.24% Increased
553
AMI
Amica Mutual Insurance
Rhode Island
$5.1M $0 5 0.46% Maintained
554
Cerity Partners
Cerity Partners
New York
$5.09M -$849K 1 0.36% Reduced
555
LCM
Landscape Capital Management
New Jersey
$5.06M -$13.1M 5 0.51% Reduced
556
MYAM
Meiji Yasuda Asset Management
Japan
$5.05M +$1.02M 4 0.5% Increased
557
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$4.97M -$850K 3 1.01% Reduced
558
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$4.96M -$611K 2 0.12% Reduced
559
CRCM
Crystal Rock Capital Management
Illinois
$4.93M -$236K 1 3.29% Reduced
560
STB
S&T Bank
Pennsylvania
$4.91M -$104K 1 0.88% Reduced
561
PAA
Peregrine Asset Advisers
Oregon
$4.91M +$4.67M 1 2.58% New
562
SEC
Seven Eight Capital
New York
$4.9M -$1.51M 2 0.6% Reduced
563
Verition Fund Management
Verition Fund Management
Connecticut
$4.88M +$2.6M 8 0.39% Increased
564
Synovus Financial
Synovus Financial
Georgia
$4.87M +$14.6K 3 0.09% Increased
565
IFP Advisors
IFP Advisors
Florida
$4.78M +$303K 12 0.19% Increased
566
PE
Point72 Europe
United Kingdom
$4.76M -$635K 2 2.4% Reduced
567
AIS
AlphaOne Investment Services
Pennsylvania
$4.76M -$325K 1 1.27% Reduced
568
YL
YCG LLC
Texas
$4.71M +$513 1 1.24% Increased
569
VCM
Vision Capital Management
Oregon
$4.64M -$996K 1 1.48% Reduced
570
MAM
Meeder Asset Management
Ohio
$4.63M -$954K 6 0.5% Reduced
571
Creative Planning
Creative Planning
Kansas
$4.62M +$971K 5 0.02% Increased
572
Wasatch Advisors
Wasatch Advisors
Utah
$4.59M -$2.93M 1 0.06% Reduced
573
FWCM
First Western Capital Management
California
$4.58M -$65.3K 1 2.78% Reduced
574
MCM
Matarin Capital Management
New York
$4.57M +$253K 1 0.39% Increased
575
NAP
New Amsterdam Partners
New York
$4.56M +$1.62M 2 0.95% Increased