← 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
951	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$607K	-$10.2K	2	0.05%	Reduced
952	Brinker Capital Berwyn, Pennsylvania	$601K	+$97.4K	1	0.05%	Increased
953	Johnson Investment Counsel Cincinnati, Ohio	$600K	-$431K	2	0.02%	Reduced
954	EMG Ellington Management Group Old Greenwich, Connecticut	$594K	-$158K	2	0.83%	Reduced
955	CCA Checchi Capital Advisers Beverly Hills, California	$592K	+$2.5K	9	0.07%	Increased
956	CHAM Clear Harbor Asset Management Stamford, Connecticut	$591K	+$157K	1	0.13%	Increased
957	Williams Jones & Associates New York	$583K	-$21.4M	1	0.02%	Reduced
958	TG TLP Group Evanston, Illinois	$582K	-$35K	1	0.4%	Reduced
959	TBAM True Bearing Asset Management San Francisco, California	$578K	-$110K	1	3.05%	Reduced
960	RIL Rothschild Investment LLC Chicago, Illinois	$574K	-$206K	1	0.07%	Reduced
961	Central Trust Company Jefferson City, Missouri	$571K	-$903K	4	0.04%	Reduced
962	DY Dowling & Yahnke San Diego, California	$565K	+$84K	1	0.07%	Increased
963	SNT Security National Trust Wheeling, West Virginia	$565K	$0	2	0.21%	Maintained
964	HCA Harbour Capital Advisors Tysons Corner, Virginia	$564K	+$137K	1	0.32%	Increased
965	CL CIM LLC Albany, New York	$563K	+$14.2K	1	0.28%	Increased
966	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$552K	+$120K	3	0.18%	Increased
967	SSA South Street Advisors New York	$546K	$0	1	0.17%	Maintained
968	Boothbay Fund Management New York	$534K	+$573K	2	0.21%	New
969	LAM Lebenthal Asset Management New York	$533K	+$552K	1	0.07%	New
970	LH Lebenthal Holdings New York	$533K	-$8.92K	1	0.07%	Reduced
971	Zevenbergen Capital Investments Edmonds, Washington	$532K	+$115K	1	0.02%	Increased
972	SBL Sargent Bickham Lagudis Boulder, Colorado	$529K	+$18.7K	4	0.08%	Increased
973	LRPA L. Roy Papp & Associates Phoenix, Arizona	$528K	-$136K	1	0.12%	Reduced
974	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$518K	-$1.36M	2	0.27%	Reduced
975	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$517K	-$3.68M	5	0.36%	Reduced