← 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
701	GAM Garrison Asset Management Fayetteville, Arkansas	$2.37M	+$2.46M	1	2.21%	New
702	OA OFI Advisors Philadelphia, Pennsylvania	$2.36M	+$2.38M	8	0.24%	New
703	RegentAtlantic Capital Morristown, New Jersey	$2.31M	+$2.37M	3	0.27%	New
704	BP Banyan Partners Palm Beach Gardens, Florida	$2.31M	+$2.27M	3	0.46%	New
705	Envestnet Asset Management Chicago, Illinois	$2.31M	+$2.3M	7	0.03%	New
706	Davis Selected Advisers Tucson, Arizona	$2.29M	+$2.38M	1	0.01%	New
707	TCP TAMRO Capital Partners Alexandria, Virginia	$2.29M	+$2.25M	1	0.1%	New
708	TPM T2 Partners Management New York	$2.28M	+$2.25M	1	2.03%	New
709	NIM Northeast Investment Management Boston, Massachusetts	$2.27M	+$2.34M	2	0.29%	New
710	Acadian Asset Management Boston, Massachusetts	$2.25M	+$2.32M	2	0.02%	New
711	SFP Santa Fe Partners Santa Fe, New Mexico	$2.25M	+$2.29M	3	0.46%	New
712	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$2.23M	+$2.19M	1	0.17%	New
713	Exencial Wealth Advisors Oklahoma City, Oklahoma	$2.21M	+$2.33M	1	1.09%	New
714	NCIM New Century Investment Management Southfield, Michigan	$2.21M	+$2.08M	1	1.62%	New
715	Regents of the University of California Oakland, California	$2.2M	+$2.28M	1	1.18%	New
716	QS Batterymarch Financial Management New York	$2.19M	+$2.22M	4	0.04%	New
717	Profund Advisors Bethesda, Maryland	$2.18M	+$2.21M	5	0.15%	New
718	CIBC World Market Toronto, Ontario, Canada	$2.18M	+$2.18M	2	0.01%	New
719	Duff & Phelps Investment Management Chicago, Illinois	$2.17M	+$2.13M	1	0.04%	New
720	SBCM Silver Bridge Capital Management Boston, Massachusetts	$2.15M	+$2.12M	1	0.39%	New
721	GIM Gyrus Investment Management Toronto, Ontario, Canada	$2.14M	+$2.1M	1	0.48%	New
722	PP Paloma Partners Greenwich, Connecticut	$2.12M	+$2.14M	3	0.12%	New
723	AIA Alerus Investment Advisors Wayzata, Minnesota	$2.12M	+$2.09M	1	0.33%	New
724	Calamos Wealth Management Naperville, Illinois	$2.12M	+$2M	1	0.75%	New
725	PCP Perimeter Capital Partners Atlanta, Georgia	$2.11M	+$2.15M	1	0.41%	New