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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
1326
SHJ
Sharkey, Howes & Javer
Colorado
$0 -$5K 0 – Closed
1327
SAM
Solaris Asset Management
New York
$0 -$41K 0 – Closed
1328
SEP
Sound Energy Partners
Connecticut
$0 -$621K 0 – Closed
1329
SI
Standard Investments
New York
$0 -$1.03M 0 – Closed
1330
SGAM
Steinberg Global Asset Management
Florida
$0 -$1.04M 0 – Closed
1331
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$0 -$365K 0 – Closed
1332
SM
Stratton Management
Pennsylvania
$0 -$220K 0 – Closed
1333
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$0 -$282K 0 – Closed
1334
Swiss Life Asset Management
Swiss Life Asset Management
$0 -$815K 0 – Closed
1335
TNB
Thomasville National Bank
Georgia
$0 -$7K 0 – Closed
1336
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$0 -$19K 0 – Closed
1337
TCSAM
Tyrus Capital S.A.M.
Monaco
$0 -$11.7M 0 – Closed
1338
UMB Bank
UMB Bank
Missouri
$0 -$218K 0 – Closed
1339
UF
Univest Financial
Pennsylvania
$0 -$3.26M 0 – Closed
1340
VCM
Violich Capital Management
California
$0 -$347K 0 – Closed
1341
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$0 -$212K 0 – Closed
1342
WCM
Wealthcare Capital Management
Virginia
$0 -$3K 0 – Closed
1343
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$0 -$1.04M 0 – Closed
1344
WC
Wexford Capital
Florida
$0 -$2.06M 0 – Closed
1345
WM
WS Management
Florida
$0 -$1.82M 0 – Closed