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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
1026
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$319K $0 2 0.01% Maintained
1027
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$318K +$55.8K 1 0.02% Increased
1028
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$316K -$56.9K 1 0.02% Reduced
1029
CTA
Chesley Taft & Associates
Illinois
$314K $0 1 0.03% Maintained
1030
Atria Investments
Atria Investments
North Carolina
$313K +$7.85K 1 0.04% Increased
1031
KTC
Kistler-Tiffany Companies
Pennsylvania
$309K +$23.8K 3 0.19% Increased
1032
YMRC
Yorktown Management & Research Company
Virginia
$308K -$230K 1 0.05% Reduced
1033
PHS
Pekin Hardy Strauss
Illinois
$305K $0 1 0.06% Maintained
1034
First Horizon Advisors
First Horizon Advisors
Tennessee
$304K -$19.2K 6 0.04% Reduced
1035
DVM
Dreman Value Management
Florida
$303K -$13.5K 2 0.03% Reduced
1036
SFSG
Stearns Financial Services Group
North Carolina
$301K $0 1 0.09% Maintained
1037
GD
Grandfield & Dodd
New York
$299K +$218K 2 0.05% Increased
1038
QC
QCM Cayman
Texas
$295K +$301K 1 0.11% New
1039
WA
WFG Advisors
Texas
$293K +$18.8K 5 0.08% Increased
1040
IC
IKOS CIF
Cyprus
$291K +$56.1K 2 0.96% Increased
1041
KAM
Kazazian Asset Management
Florida
$291K -$268K 1 0.29% Reduced
1042
MIC
Meridian Investment Counsel
California
$288K $0 1 0.21% Maintained
1043
Simplicity Solutions
Simplicity Solutions
Minnesota
$288K +$318K 1 0.27% New
1044
Ancora Advisors
Ancora Advisors
Ohio
$286K +$284K 1 0.03% New
1045
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$284K -$25.4M 1 0.01% Reduced
1046
TNBTD
Trustmark National Bank Trust Department
Mississippi
$282K $0 1 0.04% Maintained
1047
LW
Linscomb Wealth
Texas
$281K $0 1 0.03% Maintained
1048
CT
Cambridge Trust
Massachusetts
$279K -$7.53M 1 0.02% Reduced
1049
CWA
Constellation Wealth Advisors
New York
$279K $0 1 0.02% Maintained
1050
ECM
Everence Capital Management
Indiana
$276K $0 1 0.09% Maintained