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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
876
BWFA
Baltimore-Washington Financial Advisors
Maryland
$982K +$957K 1 0.43% New
877
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$955K +$967K 1 0.01% New
878
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$951K +$921K 2 0.05% New
879
TYCC
Texas Yale Capital Corp
Florida
$951K +$986K 1 0.17% New
880
SIM
SSI Investment Management
California
$947K +$958K 1 0.09% New
881
DCM
Dialectic Capital Management
Connecticut
$945K +$941K 1 0.14% New
882
IRS
Invictus RG (Singapore)
Singapore
$945K +$948K 2 1.05% New
883
Rathbones Group
Rathbones Group
United Kingdom
$944K +$964K 2 0.13% New
884
NCA
NCM Capital Advisers
North Carolina
$937K +$949K 1 0.88% New
885
IPC
Independent Portfolio Consultants
Florida
$936K +$911K 2 0.42% New
886
MC
Mathes Company
New York
$931K +$902K 2 1.01% New
887
USGIU
U.S. Global Investors (USGI)
Texas
$930K +$879K 1 0.16% New
888
BIC
Beach Investment Counsel
Pennsylvania
$926K +$961K 1 0.1% New
889
CBN
Cadence Bank NA
Texas
$922K +$909K 1 0.51% New
890
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$913K +$952K 7 0.69% New
891
GF
Gerstein Fisher
New York
$912K +$898K 1 0.22% New
892
MJRIC
Mogy Joel R Investment Counsel
California
$909K +$896K 1 0.22% New
893
HT
HighTower Trust
Texas
$908K +$894K 1 0.14% New
894
CCM
Coe Capital Management
Illinois
$905K +$902K 1 0.35% New
895
CIM
CIM Investment Management
Pennsylvania
$895K +$881K 1 0.53% New
896
BHA
Beech Hill Advisors
New York
$887K +$865K 2 0.5% New
897
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$887K +$926K 2 0.03% New
898
Whitebox Advisors
Whitebox Advisors
Minnesota
$881K +$868K 1 0.05% New
899
VW
Vantage Wealth
California
$878K +$865K 1 0.7% New
900
NBC
Neuberger Berman Canada
Ontario, Canada
$875K +$862K 1 0.17% New