← 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
1101
VI
Versor Investments
New York
$236K +$239K 1 0.09% New
1102
Arax Advisory Partners
Arax Advisory Partners
Colorado
$235K +$43.1K 2 0.11% Increased
1103
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$235K -$1.81M 1 0.02% Reduced
1104
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$234K $0 1 0.01% Maintained
1105
IH
IFC Holdings
Florida
$234K +$236K 1 0.02% New
1106
Close Asset Management
Close Asset Management
United Kingdom
$231K +$41K 2 0.02% Increased
1107
CT
Coastline Trust
Rhode Island
$229K +$231K 1 0.04% New
1108
GS
GAM Systematic
United Kingdom
$229K -$1.12M 1 0.05% Reduced
1109
TC
Telemus Capital
Michigan
$222K -$13.9K 1 0.02% Reduced
1110
Brandes Investment Partners
Brandes Investment Partners
California
$217K +$221K 1 0% New
1111
SFG
SevenBridge Financial Group
Pennsylvania
$216K -$85.5K 5 0.14% Reduced
1112
FIM
Fernwood Investment Management
Massachusetts
$210K $0 1 0.17% Maintained
1113
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$210K +$205K 1 0.01% New
1114
PFS
Physicians Financial Services
North Carolina
$208K +$30.7K 1 0.18% Increased
1115
Homrich & Berg
Homrich & Berg
Georgia
$207K +$202K 1 0.02% New
1116
Wedbush Securities
Wedbush Securities
California
$204K +$186K 1 0.03% New
1117
BCM
Barometer Capital Management
Ontario, Canada
$203K +$198K 1 0.02% New
1118
GD
Grandfield & Dodd
New York
$203K +$205K 1 0.03% New
1119
MSFP
Mark Sheptoff Financial Planning
Connecticut
$202K +$83 1 0.14% Increased
1120
Boston Financial Management
Boston Financial Management
Massachusetts
$201K +$196K 1 0.02% New
1121
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$201K +$183K 1 0.01% New
1122
BHB
Bank Hapoalim BM
Israel
$199K $0 1 0.05% Maintained
1123
GC
Globeflex Capital
California
$198K +$205K 1 0.05% New
1124
AIM
Anchor Investment Management
South Carolina
$198K +$164K 4 0.07% Increased
1125
ICOM
Investment Counselors of Maryland
Maryland
$194K +$60.2K 1 0.01% Increased