← 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
976
YIA
YHB Investment Advisors
Connecticut
$491K -$1.72K 1 0.11% Reduced
977
CC
Capital Counsel
New York
$489K +$51.8K 1 0.02% Increased
978
Boothbay Fund Management
Boothbay Fund Management
New York
$482K +$655K 2 0.19% New
979
I
IberiaBank
Louisiana
$475K +$5.09K 1 0.21% Increased
980
CHC
City Holding Co
West Virginia
$474K -$12.4K 1 0.24% Reduced
981
DSC
Duncker Streett & Co
Missouri
$473K -$270K 2 0.16% Reduced
982
GVT
Genesee Valley Trust
New York
$465K +$166K 1 0.3% Increased
983
LA
LVW Advisors
New York
$459K +$505K 2 0.2% New
984
FIM
Freedom Investment Management
Connecticut
$456K -$1.88K 2 0.05% Reduced
985
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$454K +$132K 1 0.42% Increased
986
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$440K $0 1 0.03% Maintained
987
Park National Corp
Park National Corp
Ohio
$434K -$113K 1 0.03% Reduced
988
SCA
Strategic Capital Alternatives
United States
$428K +$426K 1 0.1% New
989
KT
Kanaly Trust
Texas
$426K +$51.2K 3 0.08% Increased
990
JIC
Joel Isaacson & Co
New York
$421K +$40.6K 3 0.11% Increased
991
WCM
Washington Capital Management
Washington
$421K +$398K 1 0.24% New
992
SEC
Seven Eight Capital
New York
$417K +$410K 2 0.49% Increased
993
HCP
Holt Capital Partners
Texas
$415K -$98.2K 3 0.17% Reduced
994
AB
AT Bancorp
Iowa
$411K $0 1 0.11% Maintained
995
PAIA
Park Avenue Institutional Advisers
New York
$411K +$434K 5 0.33% New
996
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$408K -$30.2K 1 0.13% Reduced
997
TA
Teton Advisors
New York
$407K $0 1 0.03% Maintained
998
Prospera Financial Services
Prospera Financial Services
Texas
$400K +$442K 1 0.1% New
999
AIM
Acropolis Investment Management
Missouri
$397K +$167K 1 0.08% Increased
1000
AAM
AR Asset Management
California
$397K $0 1 0.16% Maintained