← 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
1051	OIM Orca Investment Management Roseburg, Oregon	$309K	-$3.05K	1	0.3%	Reduced
1052	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$306K	-$23.3K	1	0.1%	Reduced
1053	Crawford Investment Counsel Atlanta, Georgia	$304K	+$6.9K	1	0.01%	Increased
1054	DP Dearborn Partners Chicago, Illinois	$304K	+$7.17K	1	0.03%	Increased
1055	PAM Paradigm Asset Management New York	$304K	-$1.35M	1	0.05%	Reduced
1056	Ancora Advisors Cleveland, Ohio	$300K	$0	1	0.03%	Maintained
1057	BEAM Baker Ellis Asset Management Vancouver, Washington	$300K	-$2.55K	1	0.09%	Reduced
1058	AWCI Alpine Woods Capital Investors Purchase, New York	$297K	+$295K	1	0.02%	New
1059	FRM Fox Run Management Greenwich, Connecticut	$297K	-$466K	1	0.14%	Reduced
1060	KFA Kelleher Financial Advisors New York	$297K	-$27.6K	1	0.18%	Reduced
1061	LW Linscomb Wealth Houston, Texas	$294K	$0	1	0.03%	Maintained
1062	SIM Strategic Investment Management Arlington, Virginia	$292K	+$303K	1	0.15%	New
1063	WCM Weik Capital Management Wyomissing, Pennsylvania	$292K	$0	1	0.17%	Maintained
1064	KL KWMG LLC Overland Park, Kansas	$289K	-$17.8K	1	0.16%	Reduced
1065	AGA Accuvest Global Advisors Provo, Utah	$288K	+$355K	1	0.18%	New
1066	CHC City Holding Co Charleston, West Virginia	$288K	+$21.5K	1	0.13%	Increased
1067	GEM Global Endowment Management Charlotte, North Carolina	$288K	+$356K	1	0.06%	New
1068	First National Trust Hermitage, Pennsylvania	$284K	-$50.5K	1	0.04%	Reduced
1069	KIA KCM Investment Advisors Greenbrae, California	$284K	+$4.18K	1	0.02%	Increased
1070	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$283K	-$59.1K	1	0.13%	Reduced
1071	PAM PT Asset Management Chicago, Illinois	$283K	+$105K	2	0.05%	Increased
1072	CBB Citizens Business Bank Ontario, California	$277K	$0	1	0.05%	Maintained
1073	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$277K	+$284K	1	0.01%	New
1074	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$275K	$0	1	0.09%	Maintained
1075	Kennedy Capital Management St Louis, Missouri	$274K	-$5.86M	1	0.01%	Reduced