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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
776
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$3.44M +$1.61M 2 0.05% Increased
777
EGI
EAM Global Investors
California
$3.42M +$3.39M 1 9.82% New
778
GDP
Great Diamond Partners
Maine
$3.41M +$240K 1 0.59% Increased
779
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$3.4M -$46.4K 4 0.04% Reduced
780
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$3.4M +$378K 5 0.07% Increased
781
ISWM
Intesa Sanpaolo Wealth Management
$3.37M -$636K 2 0.68% Reduced
782
IMC Chicago
IMC Chicago
Illinois
$3.34M -$21.6M 5 0% Reduced
783
Axxcess Wealth Management
Axxcess Wealth Management
California
$3.32M +$2.29M 2 0.05% Increased
784
QRG Capital Management
QRG Capital Management
Illinois
$3.31M +$185K 4 0.03% Increased
785
NIP
Nicholas Investment Partners
California
$3.31M -$495K 2 0.19% Reduced
786
PL
Parthenon LLC
Kentucky
$3.3M $0 2 0.34% Maintained
787
Allworth Financial
Allworth Financial
California
$3.28M -$102K 14 0.01% Reduced
788
N
Numerai
California
$3.27M +$2.53M 3 0.27% Increased
789
EP Wealth Advisors
EP Wealth Advisors
California
$3.25M +$684K 5 0.01% Increased
790
LDB
Lee, Danner & Bass
Tennessee
$3.22M -$6.59K 1 0.19% Reduced
791
ACM
Alcosta Capital Management
California
$3.21M -$181K 1 2.17% Reduced
792
VCA
Verdence Capital Advisors
Maryland
$3.2M -$1.46M 2 0.17% Reduced
793
PEAK6
PEAK6
Illinois
$3.17M -$21.1M 4 0.01% Reduced
794
LC
Longitude (Cayman)
Cayman Islands
$3.16M +$539K 1 1.01% Increased
795
KNW
Kesler Norman & Wride
Utah
$3.16M +$1.69M 2 0.5% Increased
796
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$3.15M -$294K 2 0.1% Reduced
797
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.13M +$140K 4 0.02% Increased
798
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$3.12M -$1.71M 2 0.04% Reduced
799
EPW
Evolve Private Wealth
California
$3.12M -$859K 3 0.19% Reduced
800
TPM
Triasima Portfolio Management
Quebec, Canada
$3.12M +$2.89M 1 0.42% New