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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
626
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$3.56M +$532K 10 0.18% Increased
627
Creative Planning
Creative Planning
Kansas
$3.55M +$19.1K 12 0.02% Increased
628
QAM
Quantres Asset Management
Cayman Islands
$3.49M +$2.69M 3 2.27% Increased
629
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$3.47M -$827K 1 0.08% Reduced
630
BCM
Bayesian Capital Management
New York
$3.47M +$2.68M 4 1.28% Increased
631
Gofen & Glossberg
Gofen & Glossberg
Illinois
$3.45M +$27.5K 1 0.13% Increased
632
Tygh Capital Management
Tygh Capital Management
Oregon
$3.42M +$690K 1 0.78% Increased
633
Foundry Partners
Foundry Partners
Minnesota
$3.42M -$124K 1 0.14% Reduced
634
Cigna Investments
Cigna Investments
Connecticut
$3.4M +$277K 7 0.23% Increased
635
Martingale Asset Management
Martingale Asset Management
Massachusetts
$3.4M +$300K 1 0.05% Increased
636
Commerce Bank
Commerce Bank
Missouri
$3.4M +$184K 5 0.05% Increased
637
CCS
Crosspoint Capital Strategies
California
$3.38M +$3.22M 1 2.95% New
638
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$3.38M +$2.93M 3 0.35% Increased
639
Amica Pension Fund Board of Trustees
Amica Pension Fund Board of Trustees
Rhode Island
$3.36M +$799K 5 0.42% Increased
640
HA
Hays Advisory
Tennessee
$3.33M -$411K 1 0.81% Reduced
641
LD
Lipe & Dalton
New York
$3.23M +$3.24M 1 2.09% New
642
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.21M -$261K 6 0.02% Reduced
643
Regents of the University of California
Regents of the University of California
California
$3.21M +$3.06M 1 14.07% New
644
AA
AlphaMark Advisors
Kentucky
$3.2M +$68.9K 2 1.37% Increased
645
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$3.19M +$3.05M 1 0.3% New
646
BRA
Blue Rock Advisors
Minnesota
$3.19M +$918K 1 4.82% Increased
647
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$3.17M +$493K 12 0.04% Increased
648
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$3.16M +$4.38K 1 0.68% Increased
649
VIA
Virtus Investment Advisers
Connecticut
$3.14M -$605K 7 0.31% Reduced
650
NEI
Northwest & Ethical Investments
Ontario, Canada
$3.1M +$1.78M 1 0.21% Increased