← 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
826	TCM Tradition Capital Management Summit, New Jersey	$1.23M	+$1.25M	1	0.41%	New
827	CAM Cacti Asset Management Atlanta, Georgia	$1.22M	-$106K	1	0.11%	Reduced
828	AIM Alambic Investment Management Belvedere, California	$1.22M	-$889K	1	0.15%	Reduced
829	CBB Citizens Business Bank Ontario, California	$1.21M	+$153K	2	0.2%	Increased
830	PVWM Point View Wealth Management Summit, New Jersey	$1.2M	+$29.5K	2	0.59%	Increased
831	CIM CenturyLink Investment Management Denver, Colorado	$1.19M	-$83.9K	1	0.4%	Reduced
832	AF AMG Funds Stamford, Connecticut	$1.18M	+$1.17M	1	0.65%	New
833	SS Sunbelt Securities Houston, Texas	$1.17M	+$199K	1	2.2%	Increased
834	MCM Mork Capital Management Healdsburg, California	$1.17M	$0	1	1.01%	Maintained
835	Truist Financial Charlotte, North Carolina	$1.16M	-$421K	3	0.02%	Reduced
836	BCM Bluefin Capital Management New York	$1.16M	+$1.13M	1	0.13%	New
837	EI Elkhorn Investments Chicago, Illinois	$1.15M	-$1.08M	1	0.89%	Reduced
838	GS Gagnon Securities New York	$1.13M	-$200K	1	0.31%	Reduced
839	RegentAtlantic Capital Morristown, New Jersey	$1.12M	-$37.8K	2	0.1%	Reduced
840	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.12M	-$143K	2	0.13%	Reduced
841	Maverick Capital Dallas, Texas	$1.11M	-$469K	1	0.01%	Reduced
842	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.11M	+$1.13M	1	0.83%	New
843	PWPCM Perella Weinberg Partners Capital Management New York	$1.1M	-$631K	1	0.14%	Reduced
844	IFM Investors Melbourne, Australia	$1.1M	+$431K	3	0.2%	Increased
845	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.1M	-$4.82K	1	0.49%	Reduced
846	Capital Analysts LLC Fort Washington, Pennsylvania	$1.1M	+$984K	2	0.16%	Increased
847	I2I Insight 2811 Inc Chicago, Illinois	$1.1M	-$161K	1	0.84%	Reduced
848	ATC Argent Trust Co Nashville, Tennessee	$1.09M	$0	2	0.45%	Maintained
849	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.09M	+$1.04M	1	0.86%	New
850	Raymond James Trust St. Petersburg, Florida	$1.08M	+$396K	2	0.08%	Increased