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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
976
BAS
Brown Advisory Securities
Maryland
$488K +$507K 1 0.24% New
977
Jensen Investment Management
Jensen Investment Management
Oregon
$487K +$480K 1 0.01% New
978
Algert Global
Algert Global
California
$486K +$496K 1 0.15% New
979
WRM
Westport Resources Management
Connecticut
$484K +$477K 3 0.17% New
980
DTL
Dynamic Technology Lab
Singapore
$462K +$474K 2 0.48% New
981
TIM
Thompson Investment Management
Wisconsin
$458K +$452K 1 0.11% New
982
UMB Bank
UMB Bank
Missouri
$454K +$447K 1 0.03% New
983
I
IberiaBank
Louisiana
$453K +$446K 1 0.34% New
984
BIM
Baldwin Investment Management
Pennsylvania
$448K +$442K 1 0.22% New
985
OMCS
Old Mutual Customised Solutions
South Africa
$438K +$446K 5 0.13% New
986
Churchill Management
Churchill Management
California
$437K +$453K 1 0.02% New
987
MFW
Meristem Family Wealth
Minnesota
$431K +$435K 2 0.2% New
988
PC
Permit Capital
Pennsylvania
$431K +$455K 1 0.32% New
989
WhitTier Trust Company
WhitTier Trust Company
Nevada
$431K +$421K 3 0.06% New
990
Rockefeller Financial Services
Rockefeller Financial Services
New York
$430K +$446K 1 0.01% New
991
GIS
Guardian Investor Services
New York
$429K +$437K 4 0.37% New
992
Mariner
Mariner
Kansas
$428K +$422K 1 0.09% New
993
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$425K +$418K 1 0.02% New
994
RC
Riversville Capital
Connecticut
$425K +$419K 1 0.25% New
995
GIA
GHP Investment Advisors
Colorado
$421K +$437K 1 0.17% New
996
HCA
Harbour Capital Advisors
Virginia
$420K +$397K 1 0.53% New
997
BTNA
Bremer Trust National Association
Minnesota
$419K +$396K 1 0.19% New
998
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$419K +$413K 1 0.08% New
999
GIA
Guyasuta Investment Advisors
Pennsylvania
$417K +$412K 1 0.07% New
1000
B
BancorpSouth
Mississippi
$414K +$408K 1 0.05% New