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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
851
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$2.64M -$1.78M 22 0.06% Reduced
852
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$2.63M $0 1 0.04% Maintained
853
RIA
Regal Investment Advisors
Michigan
$2.63M -$51.8K 1 0.14% Reduced
854
Hancock Whitney
Hancock Whitney
Mississippi
$2.61M +$430K 2 0.04% Increased
855
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.61M -$811K 2 0.08% Reduced
856
SAM
Sompo Asset Management
Japan
$2.61M +$364K 1 0.43% Increased
857
PCM
Poehling Capital Management
Wisconsin
$2.61M -$18.1K 1 0.56% Reduced
858
SC
Schulhoff & Co
Ohio
$2.6M +$970 3 1.04% Increased
859
E Fund Management
E Fund Management
China
$2.59M -$730K 2 0.06% Reduced
860
S
ShariaPortfolio
Florida
$2.59M +$175K 1 0.92% Increased
861
AI
Atom Investors
Texas
$2.58M -$1.67M 4 0.23% Reduced
862
Farther Finance Advisors
Farther Finance Advisors
California
$2.57M -$15.7K 17 0.02% Reduced
863
DM
Delphi Management
Massachusetts
$2.56M +$716 2 2.51% Increased
864
SCM
Solas Capital Management
Connecticut
$2.56M +$2.75M 1 1.37% New
865
AHC
Adell Harriman & Carpenter
Texas
$2.56M +$223K 1 0.13% Increased
866
HUB Investment Partners
HUB Investment Partners
Texas
$2.56M +$503K 4 0.05% Increased
867
BW
Basepoint Wealth
Iowa
$2.55M -$183K 2 1.46% Reduced
868
IQI
Integrated Quantitative Investments
Washington
$2.54M +$1.99M 2 0.42% New
869
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$2.54M +$250K 2 0.02% Increased
870
Axa
Axa
France
$2.52M -$1.62M 1 2.74% Reduced
871
Coldstream Capital Management
Coldstream Capital Management
Washington
$2.51M +$80.8K 5 0.03% Increased
872
AC
Aristides Capital
Kentucky
$2.51M +$900K 2 0.49% Increased
873
CP
Cumberland Partners
Ontario, Canada
$2.49M $0 1 0.16% Maintained
874
SSWM
Sheets Smith Wealth Management
North Carolina
$2.48M $0 1 0.25% Maintained
875
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$2.47M +$8.16K 3 0.03% Increased