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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
576
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$4.08M +$131K 1 0.1% Increased
577
CRCM
Crystal Rock Capital Management
Illinois
$4.07M $0 1 2.6% Maintained
578
IEFM
IQ EQ Fund Management
Ireland
$4.05M -$59.6K 2 0.76% Reduced
579
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$4.02M -$549K 7 0.31% Reduced
580
Cerity Partners
Cerity Partners
New York
$4M +$3.91M 2 0.33% New
581
MCIM
Meadow Creek Investment Management
Georgia
$4M +$1.17M 7 0.1% Increased
582
CW
Cobiz Wealth
Colorado
$4M -$35.5K 1 0.89% Reduced
583
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$3.99M -$21.1K 5 0.13% Reduced
584
Element Capital Management
Element Capital Management
New York
$3.98M +$4.3M 1 1.07% New
585
AIS
AlphaOne Investment Services
Pennsylvania
$3.97M +$367K 1 1% Increased
586
SL
SIB LLC
New York
$3.97M $0 1 3.27% Maintained
587
Advisor Group
Advisor Group
Arizona
$3.95M +$270K 11 0.08% Increased
588
HA
Hays Advisory
Tennessee
$3.93M -$353K 1 0.92% Reduced
589
MC
Middleton & Co
Massachusetts
$3.93M -$87.6K 1 0.86% Reduced
590
Robeco Schweiz
Robeco Schweiz
Switzerland
$3.93M +$14K 1 0.33% Increased
591
HCMT
Highland Capital Management (Tennessee)
Tennessee
$3.91M -$206K 2 0.32% Reduced
592
PIA
Piedmont Investment Advisors
North Carolina
$3.9M -$577K 1 0.08% Reduced
593
Shelton Capital Management
Shelton Capital Management
Colorado
$3.87M +$1.15M 1 0.27% Increased
594
FBT
First Bankers Trust
Kentucky
$3.84M -$13K 2 2.1% Reduced
595
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$3.83M +$722K 3 0.04% Increased
596
AMI
Amica Mutual Insurance
Rhode Island
$3.8M $0 5 0.34% Maintained
597
CS
Comerica Securities
Michigan
$3.79M -$317K 2 0.6% Reduced
598
CLCM
Crawford Lake Capital Management
New Jersey
$3.77M +$3.85M 1 1.5% New
599
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$3.77M +$577K 1 0.11% Increased
600
Twin Tree Management
Twin Tree Management
Texas
$3.77M -$3.3M 3 0.03% Reduced