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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
801
BAM
Baring Asset Management
United Kingdom
$1.36M +$182K 1 0.09% Increased
802
CLCM
Crawford Lake Capital Management
New Jersey
$1.33M -$3.13M 1 0.29% Reduced
803
PGCM
Prescott Group Capital Management
Oklahoma
$1.33M +$491K 1 0.28% Increased
804
Central Trust Company
Central Trust Company
Missouri
$1.33M -$62.4K 4 0.09% Reduced
805
RAM
Roanoke Asset Management
New Jersey
$1.33M -$68.6K 1 0.63% Reduced
806
CCB
Cutter & Co Brokerage
Missouri
$1.32M +$7.83K 2 0.52% Increased
807
Empyrean Capital Partners
Empyrean Capital Partners
California
$1.32M +$1.24M 1 0.06% New
808
TCM
Timpani Capital Management
Wisconsin
$1.32M +$1.24M 1 0.49% New
809
PCM
Piermont Capital Management
Missouri
$1.31M +$1.28M 1 0.37% New
810
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$1.31M +$522K 5 0.15% Increased
811
SM
Sciencast Management
New Jersey
$1.3M +$221K 4 0.73% Increased
812
Global X Management Company
Global X Management Company
New York
$1.3M -$26.9K 7 0.04% Reduced
813
AIA
AIMZ Investment Advisors
California
$1.29M -$15.8K 1 1.09% Reduced
814
OWD
Osborn Williams & Donohoe
Ohio
$1.29M +$25.1K 1 0.23% Increased
815
Profund Advisors
Profund Advisors
Maryland
$1.29M +$456K 3 0.06% Increased
816
SBIA
Sheaff Brock Investment Advisors
Indiana
$1.29M -$233K 2 0.17% Reduced
817
BA
Boston Advisors
Massachusetts
$1.28M +$1.22M 1 0.03% New
818
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.28M +$1.3M 1 0.07% New
819
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.27M +$851K 2 0.01% Increased
820
MAI Capital Management
MAI Capital Management
Ohio
$1.26M -$239K 1 0.08% Reduced
821
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.25M $0 1 0.24% Maintained
822
ETrade Capital Management
ETrade Capital Management
Virginia
$1.25M +$868K 2 0.05% Increased
823
GCM
Goldman Capital Management
New York
$1.25M -$41.1K 1 1.32% Reduced
824
CC
ClearArc Capital
Ohio
$1.24M +$4.68K 4 0.2% Increased
825
IF
Ironwood Financial
Arizona
$1.24M $0 1 0.79% Maintained