← 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
1001	AFP Ausdal Financial Partners Davenport, Iowa	$399K	$0	1	0.19%	Maintained
1002	FHAM Folger Hill Asset Management New York	$399K	-$3.73M	1	0.04%	Reduced
1003	H Hexavest Montreal, Quebec, Canada	$396K	+$204K	3	0.01%	Increased
1004	Citizens Financial Group Providence, Rhode Island	$392K	-$109K	3	0.04%	Reduced
1005	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$392K	-$45.7K	1	0.03%	Reduced
1006	FRM Fox Run Management Greenwich, Connecticut	$391K	-$459K	1	0.21%	Reduced
1007	Jensen Investment Management Lake Oswego, Oregon	$386K	+$402K	1	0.01%	New
1008	BEAM Baker Ellis Asset Management Vancouver, Washington	$385K	-$8.18K	1	0.11%	Reduced
1009	CIM CIM Investment Management Pittsburgh, Pennsylvania	$383K	$0	1	0.14%	Maintained
1010	PGIM Pacific Global Investment Management Glendale, California	$383K	+$399K	1	0.08%	New
1011	LA LVW Advisors Pittsford, New York	$377K	$0	1	0.13%	Maintained
1012	SCI S&CO Inc Boston, Massachusetts	$377K	+$351K	1	0.05%	New
1013	IR Invictus RG Hamilton, Bermuda	$374K	-$855K	3	0.25%	Reduced
1014	EMG Ellington Management Group Old Greenwich, Connecticut	$372K	-$1.24M	1	0.06%	Reduced
1015	Simon Quick Advisors Morristown, New Jersey	$372K	+$398K	2	0.28%	New
1016	CL CPWM LLC Seattle, Washington	$370K	-$4.88K	1	0.08%	Reduced
1017	GS Girard Securities San Diego, California	$363K	-$11.4K	1	0.32%	Reduced
1018	AT Argent Trust San Antonio, Texas	$361K	+$383K	1	0.1%	New
1019	Perceptive Advisors New York	$360K	$0	1	0.03%	Maintained
1020	KIG Kessler Investment Group Columbus, Indiana	$358K	-$1K	2	0.43%	Reduced
1021	BA Birinyi Associates Westport, Connecticut	$357K	+$401K	1	0.2%	New
1022	AB AT Bancorp Dubuque, Iowa	$356K	-$3.17K	1	0.05%	Reduced
1023	PCA Peddock Capital Advisors Braintree, Massachusetts	$354K	+$391K	1	0.21%	New
1024	FCCM First City Capital Management Savannah, Georgia	$349K	$0	1	0.26%	Maintained
1025	PPCM Pillar Pacific Capital Management Pacifica, California	$348K	-$375K	1	0.05%	Reduced