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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
951
Williams Jones & Associates
Williams Jones & Associates
New York
$578K +$18.2K 1 0.02% Increased
952
VanEck Associates
VanEck Associates
New York
$568K +$40.3K 3 0% Increased
953
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$563K -$689K 1 0.13% Reduced
954
WMS Partners
WMS Partners
Maryland
$559K $0 1 0.07% Maintained
955
NG
NatWest Group
United Kingdom
$558K +$582K 1 0.12% New
956
SNT
Security National Trust
West Virginia
$555K $0 2 0.19% Maintained
957
Wealthfront
Wealthfront
California
$551K +$518K 2 0.01% New
958
Park National Corp
Park National Corp
Ohio
$548K -$329K 1 0.03% Reduced
959
CSC
Cove Street Capital
California
$542K +$839K 1 0.06% New
960
Summit Global Investments
Summit Global Investments
Utah
$540K +$526K 1 0.18% New
961
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$536K -$78.8K 2 0.01% Reduced
962
GIA
Gargoyle Investment Advisor
New Jersey
$532K $0 1 0.21% Maintained
963
ID
Integral Derivatives
New York
$531K +$10.1K 1 0.01% Increased
964
PPSG
Princeton Portfolio Strategies Group
New Jersey
$529K +$213K 1 0.16% Increased
965
Webster Bank
Webster Bank
Connecticut
$529K +$34.3K 2 0.08% Increased
966
Patten Group
Patten Group
Tennessee
$525K -$4K 1 0.23% Reduced
967
Jensen Investment Management
Jensen Investment Management
Oregon
$523K +$61.8K 1 0.01% Increased
968
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$518K -$324K 1 0.32% Reduced
969
DSI
Daiwa SB Investments
Japan
$518K -$7.03M 1 0.14% Reduced
970
Level Four Advisory Services
Level Four Advisory Services
Texas
$510K -$17.5K 1 0.05% Reduced
971
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$510K -$8.1K 1 0.35% Reduced
972
Engine Capital Management
Engine Capital Management
New York
$509K +$165K 2 0.48% Increased
973
FBT
First Bank & Trust
South Dakota
$508K -$77.3K 1 0.44% Reduced
974
AGA
Accuvest Global Advisors
Utah
$507K +$443K 1 0.16% New
975
WP
Wedgewood Partners
Missouri
$506K -$372K 1 0.01% Reduced