← 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
801
BC
Barnett & Company
Tennessee
$1.49M +$1.46M 1 0.81% New
802
Verition Fund Management
Verition Fund Management
Connecticut
$1.47M +$1.46M 3 0.27% New
803
CI
Chartist Inc
California
$1.46M +$1.34M 1 0.84% New
804
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$1.45M +$1.44M 6 0.07% New
805
CCG
Cypress Capital Group
Florida
$1.44M +$1.48M 2 0.3% New
806
RC
Roundview Capital
New Jersey
$1.44M +$1.42M 1 0.9% New
807
FTC
Farmers Trust Company
Ohio
$1.43M +$1.49M 1 0.56% New
808
SAM
Sawgrass Asset Management
Florida
$1.43M +$1.41M 1 0.1% New
809
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$1.43M +$1.41M 1 0.06% New
810
WesBanco Bank
WesBanco Bank
West Virginia
$1.42M +$1.41M 2 0.09% New
811
K
Kemper
Illinois
$1.41M +$1.46M 1 0.47% New
812
CCM
Carderock Capital Management
Maryland
$1.4M +$1.42M 1 0.83% New
813
Park National Corp
Park National Corp
Ohio
$1.39M +$1.37M 1 0.11% New
814
Jones Financial Companies
Jones Financial Companies
Missouri
$1.39M +$1.37M 2 0.01% New
815
PAM
Paradigm Asset Management
New York
$1.38M +$1.37M 4 0.24% New
816
DBG
De Burlo Group
Massachusetts
$1.37M +$1.35M 1 0.41% New
817
PTC
Private Trust Company
Ohio
$1.36M +$1.42M 6 0.62% New
818
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$1.35M +$1.41M 1 0.09% New
819
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$1.31M +$1.36M 1 0.57% New
820
First Allied Advisory Services
First Allied Advisory Services
California
$1.31M +$1.29M 2 0.1% New
821
SAM
Selway Asset Management
$1.31M +$1.29M 1 0.81% New
822
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$1.3M +$1.26M 8 0.05% New
823
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.28M +$1.22M 1 0.04% New
824
Perpetual Ltd
Perpetual Ltd
Australia
$1.28M +$1.26M 1 0.19% New
825
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.28M +$1.32M 1 0.66% New