← 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
1151
IIC
Integrated Investment Consultants
Michigan
$128K $0 2 0.06% Maintained
1152
PFBT
Parkside Financial Bank & Trust
Missouri
$120K -$41.1K 7 0.05% Reduced
1153
Quantbot Technologies
Quantbot Technologies
New York
$119K -$442K 2 0.01% Reduced
1154
ZB
Zions Bancorporation
Utah
$118K +$10.9K 7 0.02% Increased
1155
IWA
IBEX Wealth Advisors
New Jersey
$117K +$122K 2 0.06% New
1156
TCOV
Trust Company of Vermont
Vermont
$117K -$16.4K 3 0.01% Reduced
1157
OFW
Omnia Family Wealth
Florida
$114K +$114K 4 0.06% New
1158
Geneos Wealth Management
Geneos Wealth Management
Colorado
$113K +$20.6K 8 0.02% Increased
1159
Capital International Inc
Capital International Inc
California
$112K +$126K 1 0.01% New
1160
NIT
NumerixS Investment Technologies
British Columbia, Canada
$110K -$2.24M 1 0.01% Reduced
1161
GBT
Grove Bank & Trust
Florida
$103K +$11.3K 3 0.08% Increased
1162
ARMC
American Research & Management Company
Massachusetts
$102K $0 1 0.03% Maintained
1163
IP
Intellectus Partners
California
$100K +$112K 1 0.05% New
1164
FMLI
Fukoku Mutual Life Insurance
Japan
$98K $0 1 0.02% Maintained
1165
RIM
Ranger International Management
Illinois
$91K $0 1 0.29% Maintained
1166
WEC
Winslow Evans & Crocker
Massachusetts
$90.9K $0 4 0.03% Maintained
1167
WPA
West Paces Advisors
Georgia
$83.1K +$90.5K 6 0.08% New
1168
MFW
Mosaic Family Wealth
Missouri
$82K -$1.28K 3 0.04% Reduced
1169
MMG
Monetary Management Group
Missouri
$81K $0 1 0.04% Maintained
1170
MBT
Montecito Bank & Trust
California
$79K -$337K 1 0.03% Reduced
1171
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$78K +$4.78K 5 0.01% Increased
1172
SIM
Sonora Investment Management
Arizona
$77.9K $0 4 0.02% Maintained
1173
BWM
Baystate Wealth Management
Massachusetts
$75K +$76.2K 3 0.01% New
1174
KT
Kanaly Trust
Texas
$75K -$2.85K 6 0.02% Reduced
1175
NO
Ninety One
South Africa
$75K +$49.6K 2 0.05% Increased