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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
726
JSC
J. Stern & Co
United Kingdom
$4.12M +$333K 2 0.39% Increased
727
WLG
Williamson Legacy Group
Indiana
$4.12M -$256K 2 2.05% Reduced
728
SM
Sciencast Management
New Jersey
$4.12M +$3.13M 1 0.85% Increased
729
HB Wealth Management
HB Wealth Management
Georgia
$4.08M +$1.06K 6 0.02% Increased
730
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$4.07M +$669K 7 0.04% Increased
731
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$4.05M +$303K 6 0.07% Increased
732
Simplex Trading
Simplex Trading
Illinois
$4.04M -$292K 10 0% Reduced
733
T
TOBAM
France
$4.03M +$3.2M 3 0.98% Increased
734
Great Lakes Advisors
Great Lakes Advisors
Illinois
$4.03M -$714K 3 0.03% Reduced
735
JAM
JW Asset Management
Florida
$4.01M $0 1 1.25% Maintained
736
MA
MYDA Advisors
New York
$4.01M $0 1 0.6% Maintained
737
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$3.98M $0 5 0.1% Maintained
738
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$3.96M +$78.5K 3 0.03% Increased
739
ALMGDA
AG2R La Mondiale Gestion d'Actifs
France
$3.96M -$2.54M 2 0.14% Reduced
740
AMI
Amica Mutual Insurance
Rhode Island
$3.96M -$181K 2 0.33% Reduced
741
Private Advisor Group
Private Advisor Group
New Jersey
$3.94M +$127K 6 0.02% Increased
742
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$3.93M +$537K 2 0.03% Increased
743
IAM
Infusive Asset Management
New York
$3.9M -$250K 1 1.78% Reduced
744
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.9M +$97.9K 5 0.1% Increased
745
NONA
Ninety One North America
New York
$3.88M -$834K 1 0.18% Reduced
746
Principal Securities
Principal Securities
Iowa
$3.87M -$93.1K 3 0.05% Reduced
747
AIM
Aigen Investment Management
New York
$3.86M +$673K 4 1.06% Increased
748
FFA
Florida Financial Advisors
Florida
$3.84M +$1.1M 1 0.65% Increased
749
WhitTier Trust Company
WhitTier Trust Company
Nevada
$3.84M +$1.26M 6 0.07% Increased
750
Savant Capital
Savant Capital
Illinois
$3.82M +$1.45M 6 0.01% Increased