← 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
1076
COI
Connable Office Inc
Michigan
$273K +$127K 1 0.08% Increased
1077
FIM
Fernwood Investment Management
Massachusetts
$272K $0 1 0.27% Maintained
1078
First Horizon Advisors
First Horizon Advisors
Tennessee
$271K -$34.7K 6 0.04% Reduced
1079
GIM
Greenwich Investment Management
Connecticut
$271K +$285K 1 0.29% New
1080
WDL
Well Done LLC
Michigan
$270K $0 1 0.1% Maintained
1081
AAM
AR Asset Management
California
$269K $0 1 0.11% Maintained
1082
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$264K +$256K 1 0.01% New
1083
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$264K +$2.99K 1 0.06% Increased
1084
HCP
Holt Capital Partners
Texas
$261K -$142K 1 0.11% Reduced
1085
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$260K +$20.7K 8 0.04% Increased
1086
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$259K -$204K 1 0.02% Reduced
1087
DIA
Denver Investment Advisors
Colorado
$259K -$1.7M 1 0.01% Reduced
1088
GF
Gerstein Fisher
New York
$258K -$139K 2 0.03% Reduced
1089
PHS
Pekin Hardy Strauss
Illinois
$257K -$39.4K 1 0.06% Reduced
1090
Perceptive Advisors
Perceptive Advisors
New York
$254K $0 1 0.02% Maintained
1091
PCMK
Paragon Capital Management (Kansas)
Kansas
$253K +$275K 1 0.09% New
1092
FMA
FNY Managed Accounts
New York
$251K +$224K 2 0.23% Increased
1093
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$251K +$310K 1 0% New
1094
CT
Chicago Trust
Illinois
$248K $0 1 0.1% Maintained
1095
H
Hexavest
Quebec, Canada
$248K -$5.33M 2 0% Reduced
1096
CC
CQS Cayman
Cayman Islands
$247K +$305K 1 0.02% New
1097
FAM
Foresters Asset Management
Ontario, Canada
$246K +$252K 1 0.13% New
1098
HW
Hedeker Wealth
Illinois
$246K +$245K 1 0.22% New
1099
KA
Kovack Advisors
Florida
$246K +$46.7K 1 0.13% Increased
1100
ST
Somerset Trust
Pennsylvania
$241K $0 1 0.15% Maintained