← 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
901	ECAM East Coast Asset Management Essex, Massachusetts	$810K	+$1.91K	1	0.44%	Increased
902	R.M. Davis Inc Portland, Maine	$802K	+$149K	1	0.04%	Increased
903	Lido Advisors Los Angeles, California	$788K	+$14.5K	2	0.24%	Increased
904	SAM Symphony Asset Management San Francisco, California	$785K	-$29.7K	1	0.08%	Reduced
905	FAS Formuepleje A/S Aarhus C, Denmark	$784K	-$19.7K	1	0.11%	Reduced
906	CFA Carroll Financial Associates Charlotte, North Carolina	$778K	-$82.7K	5	0.13%	Reduced
907	BAM Brave Asset Management Summit, New Jersey	$777K	+$20.3K	2	0.52%	Increased
908	HS HighVista Strategies Boston, Massachusetts	$776K	$0	1	0.15%	Maintained
909	GP Girard Partners King Of Prussia, Pennsylvania	$775K	+$223K	2	0.29%	Increased
910	LCP Lombardia Capital Partners Pasadena, California	$772K	+$873K	1	0.05%	New
911	HVIA Hudson Valley Investment Advisors Goshen, New York	$767K	+$62K	1	0.25%	Increased
912	MCM Matarin Capital Management New York	$765K	+$759K	1	0.1%	New
913	Fisher Asset Management Camas, Washington	$751K	-$3.22M	1	0%	Reduced
914	Magnetar Financial Evanston, Illinois	$742K	+$215K	1	0.01%	Increased
915	HCM Hodges Capital Management Dallas, Texas	$734K	+$353K	1	0.04%	New
916	Bradley Foster & Sargent Hartford, Connecticut	$733K	-$205K	1	0.03%	Reduced
917	ArrowMark Colorado Holdings Denver, Colorado	$728K	$0	1	0.01%	Maintained
918	Citizens Financial Group Providence, Rhode Island	$724K	-$18.6K	3	0.07%	Reduced
919	BUB BBVA USA Bancshares Houston, Texas	$723K	-$70.4K	1	0.05%	Reduced
920	CWM Concert Wealth Management San Jose, California	$712K	+$92.8K	1	0.1%	Increased
921	Rockefeller Financial Services New York	$709K	-$56K	1	0.01%	Reduced
922	WIP Wellesley Investment Partners Wellesley, Massachusetts	$708K	+$33K	1	0.38%	Increased
923	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$702K	+$118K	2	0.09%	Increased
924	GIA GHP Investment Advisors Denver, Colorado	$697K	+$187	1	0.15%	Increased
925	ACM Alethea Capital Management Mercer Island, Washington	$693K	+$671K	1	0.95%	New