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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
1301
CCA
Checchi Capital Advisers
California
$0 -$592K 0 – Closed
1302
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$0 -$4.01M 0 – Closed
1303
CC
Clearline Capital
New York
$0 -$16.1M 0 – Closed
1304
CIG
Consolidated Investment Group
Colorado
$0 -$2.92M 0 – Closed
1305
CSC
Cove Street Capital
California
$0 -$1.43M 0 – Closed
1306
CC
CQS Cayman
Cayman Islands
$0 -$247K 0 – Closed
1307
CWM
Cranbrook Wealth Management
Michigan
$0 $0 1 0% Maintained
1308
DAM
Deimos Asset Management
New York
$0 -$409K 0 – Closed
1309
DCM
Destrier Capital Management
New York
$0 -$1.97M 0 – Closed
1310
DJSG
D.J. St. Germain
Massachusetts
$0 -$16.1M 0 – Closed
1311
DOA
D'Orazio & Associates
Virginia
$0 -$15K 0 – Closed
1312
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$1.29M 0 – Closed
1313
Element Capital Management
Element Capital Management
New York
$0 -$620K 0 – Closed
1314
EA
Euclid Advisors
Connecticut
$0 -$7.69M 0 – Closed
1315
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$24.8M 0 – Closed
1316
FFBTD
First Financial Bank - Trust Division
Ohio
$0 -$205K 0 – Closed
1317
FFC
First Financial Corp
Indiana
$0 -$9K 0 – Closed
1318
First National Trust
First National Trust
Pennsylvania
$0 -$284K 0 – Closed
1319
FPCM
Fox Point Capital Management
New York
$0 -$1.53M 0 – Closed
1320
GE
General Electric
Ohio
$0 -$38.9M 0 – Closed
1321
GCA
Gideon Capital Advisors
New York
$0 -$640K 0 – Closed
1322
GC
Globeflex Capital
California
$0 -$1.22M 0 – Closed
1323
Gradient Investments
Gradient Investments
Minnesota
$0 -$4K 0 – Closed
1324
Hancock Whitney
Hancock Whitney
Mississippi
$0 -$19.4M 0 – Closed
1325
HMS
Hanseatic Management Services
New Mexico
$0 -$15K 0 – Closed