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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
1351
MCM
Marcato Capital Management
California
$0 -$48.3M 0 – Closed
1352
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$0 -$338K 0 – Closed
1353
MDSL
M.D. Sass LLC
New York
$0 -$2.05M 0 – Closed
1354
MC
Micawber Capital
Washington
$0 -$1.22M 0 – Closed
1355
MAP
Moody Aldrich Partners
Massachusetts
$0 -$285K 0 – Closed
1356
MDCM
Morgan Dempsey Capital Management
Wisconsin
$0 -$40K 0 – Closed
1357
MCA
Morris Capital Advisors
Pennsylvania
$0 -$264K 0 – Closed
1358
MCM
Murphy Capital Management
New Jersey
$0 -$344K 0 – Closed
1359
NEAM
New England Asset Management
Connecticut
$0 -$887K 0 – Closed
1360
NR
Newfound Research
Massachusetts
$0 +$268 3 0% Increased
1361
NM
Newtyn Management
New York
$0 -$8.38M 0 – Closed
1362
NCM
Northside Capital Management
Oregon
$0 -$236K 0 – Closed
1363
NC
Numen Capital
United Kingdom
$0 -$2.07M 0 – Closed
1364
OCM
Oakview Capital Management
Texas
$0 -$2K 0 – Closed
1365
PCM
Palouse Capital Management
Washington
$0 -$1.63M 0 – Closed
1366
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$0 -$2.98M 0 – Closed
1367
PM
Parametrica Management
Hong Kong
$0 -$586K 0 – Closed
1368
Park National Corp
Park National Corp
Ohio
$0 -$548K 0 – Closed
1369
PAWC
P.A.W. Capital
Connecticut
$0 -$979K 0 – Closed
1370
PPCM
Pillar Pacific Capital Management
California
$0 -$369K 0 – Closed
1371
PointState Capital
PointState Capital
New York
$0 -$20.4M 0 – Closed
1372
PAM
Princeton Alpha Management
New Jersey
$0 -$1.55M 0 – Closed
1373
QIM
Quantitative Investment Management
Virginia
$0 -$16.1M 0 – Closed
1374
QI
Quotient Investors
New York
$0 -$2.39M 0 – Closed
1375
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$852K 0 – Closed