← 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
1351
Sarasin & Partners
Sarasin & Partners
United Kingdom
$0 -$1.11M 0 – Closed
1352
SM
Sciencast Management
New Jersey
$0 -$931K 0 – Closed
1353
SAM
Sheffield Asset Management
Illinois
$0 -$6.78M 0 – Closed
1354
SMG
Spectrum Management Group
Indiana
$0 -$962K 0 – Closed
1355
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$0 -$203K 0 – Closed
1356
TCA
Taconic Capital Advisors
New York
$0 -$7.13M 0 – Closed
1357
TNAM
Terra Nova Asset Management
New York
$0 -$1.36M 0 – Closed
1358
TC
Toews Corporation
New Jersey
$0 -$499K 0 – Closed
1359
TF
Tompkins Financial
New York
$0 -$141K 0 – Closed
1360
TBAM
True Bearing Asset Management
California
$0 -$578K 0 – Closed
1361
UFF
USA Financial Formulas
Michigan
$0 -$5.29M 0 – Closed
1362
VIA
Vantage Investment Advisors
Pennsylvania
$0 -$112K 1 0% Reduced
1363
Vident Investment Advisory
Vident Investment Advisory
Georgia
$0 -$1.89M 0 – Closed
1364
VF
Virtu Financial
New York
$0 -$318K 0 – Closed
1365
Voloridge Investment Management
Voloridge Investment Management
Florida
$0 -$3.9M 0 – Closed
1366
WAP
Wealthcare Advisory Partners
Pennsylvania
$0 $0 1 0% Maintained
1367
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0 -$1.39M 0 – Closed
1368
Wedbush Securities
Wedbush Securities
California
$0 -$229K 0 – Closed
1369
WDL
Well Done LLC
Michigan
$0 -$270K 0 – Closed
1370
WA
WESPAC Advisors
California
$0 -$1.64M 0 – Closed
1371
WIS
Wright Investors Service
Connecticut
$0 -$1.32M 0 – Closed
1372
WM
WS Management
Florida
$0 -$362K 0 – Closed
1373
YL
YCG LLC
Texas
$0 -$56K 0 – Closed