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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
751
SICM
Sustainable Insight Capital Management
New York
$3.81M -$45.2K 1 1.64% Reduced
752
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$3.8M +$792K 1 0.05% Increased
753
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$3.8M -$143K 4 0.11% Reduced
754
William Blair & Company
William Blair & Company
Illinois
$3.79M -$717K 7 0.01% Reduced
755
Callan Family Office
Callan Family Office
Pennsylvania
$3.75M +$185K 6 0.07% Increased
756
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$3.75M -$43.7K 2 0.07% Reduced
757
BONH
Bank of New Hampshire
New Hampshire
$3.74M +$11.9K 2 0.78% Increased
758
SC
Syon Capital
California
$3.73M +$454K 6 0.16% Increased
759
BPIM
Brant Point Investment Management
New York
$3.73M +$2.59M 2 0.46% Increased
760
IECM
Intrinsic Edge Capital Management
Illinois
$3.72M +$3.48M 1 0.38% New
761
HIC
Harvey Investment Company
Kentucky
$3.7M $0 2 0.4% Maintained
762
Brighton Jones LLC
Brighton Jones LLC
Washington
$3.69M -$613K 2 0.07% Reduced
763
ZA
Zazove Associates
Nevada
$3.67M +$266K 2 0.3% Increased
764
OL
Odyssean LLC
Connecticut
$3.66M +$1.28M 2 0.6% Increased
765
SAM
Secure Asset Management
Michigan
$3.62M +$2.1M 3 0.51% Increased
766
AIA
Affinity Investment Advisors
California
$3.62M -$342K 2 1.83% Reduced
767
BAM
Blueshift Asset Management
New Jersey
$3.61M +$1.12M 3 0.84% Increased
768
DC
Diametric Capital
Massachusetts
$3.57M +$2.15M 2 0.38% Increased
769
Independent Financial Group
Independent Financial Group
California
$3.54M -$652K 4 0.07% Reduced
770
CreativeOne Wealth
CreativeOne Wealth
Kansas
$3.53M +$1.16M 2 0.08% Increased
771
DBIA
Dumont & Blake Investment Advisors
New Jersey
$3.52M -$215K 2 0.79% Reduced
772
SteelPeak Wealth
SteelPeak Wealth
California
$3.52M +$481K 1 0.09% Increased
773
Metis Global Partners
Metis Global Partners
California
$3.51M +$31.2K 4 0.08% Increased
774
Caxton Associates (UK)
Caxton Associates (UK)
$3.46M -$901K 2 0.06% Reduced
775
CRCM
Crystal Rock Capital Management
Illinois
$3.45M $0 1 1.76% Maintained