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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
926
Burney Company
Burney Company
Virginia
$739K +$728K 1 0.09% New
927
DCM
Dynamic Capital Management
Jersey
$730K +$749K 2 0.19% New
928
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$712K +$732K 2 0.2% New
929
MAM
Mizuho Asset Management
Japan
$711K +$704K 4 0.1% New
930
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$693K +$682K 1 0.06% New
931
ICAP
Independence Capital Asset Partners
Colorado
$687K +$684K 1 0.12% New
932
MUS
Mitsubishi UFJ Securities
Japan
$687K +$684K 1 0.34% New
933
Central Trust Company
Central Trust Company
Missouri
$685K +$669K 4 0.07% New
934
Great Lakes Advisors
Great Lakes Advisors
Illinois
$675K +$665K 1 0.03% New
935
LIM
Leavell Investment Management
Alabama
$675K +$665K 1 0.13% New
936
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$674K +$676K 2 0.06% New
937
RIL
Rothschild Investment LLC
Illinois
$659K +$650K 1 0.11% New
938
MIG
Mariner Investment Group
New York
$658K +$682K 1 0.27% New
939
GLI
Guardian Life Insurance
New York
$634K +$645K 4 0.06% New
940
ST
Sabal Trust
Florida
$634K +$640K 2 0.1% New
941
SKK
Shepherd Kaplan Krochuk
Massachusetts
$632K +$629K 1 0.12% New
942
AWA
AmeriServ Wealth Advisors
Pennsylvania
$617K +$625K 1 0.4% New
943
Shelton Capital Management
Shelton Capital Management
Colorado
$613K +$621K 1 0.11% New
944
WIL
Winifred I. Li
$609K +$632K 2 0.57% New
945
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$606K +$629K 1 0.04% New
946
City National Bank
City National Bank
Delaware
$602K +$609K 2 0.01% New
947
Wedbush Securities
Wedbush Securities
California
$598K +$589K 1 0.16% New
948
Everett Harris & Co
Everett Harris & Co
California
$576K +$608K 1 0.02% New
949
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$576K +$568K 1 0.15% New
950
MSI Financial Services
MSI Financial Services
Massachusetts
$572K +$573K 8 0.11% New