← All themes

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
626	LIM Loudon Investment Management West Lebanon, New Hampshire	$3.23M	-$197K	1	2.57%	Reduced
627	SEC Seven Eight Capital New York	$3.21M	+$2.56M	4	1.1%	Increased
628	GHA Garcia Hamilton & Associates Houston, Texas	$3.21M	+$1K	2	1.93%	Increased
629	IEFM IQ EQ Fund Management Dublin 2, Ireland	$3.2M	-$1.08M	2	0.6%	Reduced
630	CI Cowen Inc New York	$3.2M	-$2.03M	1	0.2%	Reduced
631	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.19M	+$3.09M	1	0.49%	New
632	BCM Brown Capital Management Baltimore, Maryland	$3.18M	-$3.56M	1	0.05%	Reduced
633	MCM McRae Capital Management Morristown, New Jersey	$3.17M	+$75.9K	1	1.47%	Increased
634	IFP Advisors Tampa, Florida	$3.15M	+$2.13M	11	0.18%	Increased
635	MPM Meritage Portfolio Management Overland Park, Kansas	$3.15M	-$46.9K	1	0.35%	Reduced
636	ACP Arcus Capital Partners Atlanta, Georgia	$3.14M	$0	1	3.01%	Maintained
637	Cambridge Investment Research Advisors Fairfield, Iowa	$3.12M	+$1.57M	5	0.07%	Increased
638	SC Skylands Capital Milwaukee, Wisconsin	$3.11M	+$3.83M	1	0.51%	New
639	William Blair & Company Chicago, Illinois	$3.09M	+$931K	3	0.03%	Increased
640	WFG Windsor Financial Group Minneapolis, Minnesota	$3.09M	+$23.6K	1	1.41%	Increased
641	FIM FourPoints Investment Managers Paris, France	$3.07M	-$658K	1	2.15%	Reduced
642	SRP Saddle Road Partners Omaha, Nebraska	$3.07M	+$846K	1	1.84%	Increased
643	GS GAM Systematic Cambridge, United Kingdom	$3.06M	+$11.1K	5	0.74%	Increased
644	AIM Allen Investment Management New York	$3.05M	+$2.48M	1	0.21%	Increased
645	Regents of the University of California Oakland, California	$3.04M	$0	1	10.23%	Maintained
646	Ameritas Investment Partners Lincoln, Nebraska	$3.03M	+$34.2K	3	0.2%	Increased
647	AA AlphaMark Advisors Ft. Wright, Kentucky	$3M	-$171K	1	1.77%	Reduced
648	NIM Northeast Investment Management Boston, Massachusetts	$3M	-$31.1K	2	0.3%	Reduced
649	BCA Benchmark Capital Advisors New York	$3M	+$33.5K	1	2.45%	Increased
650	I IberiaBank Lafayette, Louisiana	$2.99M	-$83.5K	1	1.32%	Reduced