← 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
1026	HM Harvest Management New York	$272K	-$295K	1	0.25%	Reduced
1027	Shelton Capital Management Denver, Colorado	$271K	-$1.13M	1	0.03%	Reduced
1028	Zevenbergen Capital Investments Edmonds, Washington	$268K	+$4.19K	1	0.01%	Increased
1029	Ancora Advisors Cleveland, Ohio	$266K	$0	1	0.03%	Maintained
1030	FIM Fernwood Investment Management Quincy, Massachusetts	$266K	+$38.1K	1	0.23%	Increased
1031	PineBridge Investments New York	$265K	-$432K	4	0.01%	Reduced
1032	BFA Benedict Financial Advisors Atlanta, Georgia	$261K	+$28.7K	1	0.18%	Increased
1033	DVM Dreman Value Management West Palm Beach, Florida	$259K	$0	2	0.03%	Maintained
1034	MBT Monroe Bank & Trust Monroe, Michigan	$259K	+$244K	1	0.1%	New
1035	RBF Capital San Francisco, California	$258K	$0	1	0.05%	Maintained
1036	Everence Capital Management Goshen, Indiana	$257K	$0	1	0.09%	Maintained
1037	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$256K	+$240K	4	0.06%	Increased
1038	Linscomb Wealth Houston, Texas	$255K	-$6.62K	1	0.03%	Reduced
1039	AWCI Alpine Woods Capital Investors Purchase, New York	$253K	+$254K	1	0.01%	New
1040	KCP Kortright Capital Partners New York	$253K	+$254K	1	0.27%	New
1041	HCA Harbour Capital Advisors Tysons Corner, Virginia	$252K	+$237K	1	0.18%	New
1042	Paradigm Capital Management Inc Albany, New York	$251K	+$604K	1	0.03%	New
1043	NERM New England Research & Management Chicago, Illinois	$250K	-$329K	1	0.24%	Reduced
1044	Constellation Wealth Advisors New York	$249K	$0	1	0.03%	Maintained
1045	FIM Freedom Investment Management Hartford, Connecticut	$244K	-$226K	1	0.02%	Reduced
1046	MIC Meridian Investment Counsel Lafayette, California	$241K	$0	1	0.2%	Maintained
1047	Laird Norton Wetherby Wealth Management San Francisco, California	$240K	-$282K	1	0.06%	Reduced
1048	Simplicity Solutions Minneapolis, Minnesota	$240K	-$1.14K	1	0.26%	Reduced
1049	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$237K	-$153K	1	0.23%	Reduced
1050	WA WFG Advisors Dallas, Texas	$237K	-$36.2K	5	0.07%	Reduced