← 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
1401
RI
Redwood Investments
Massachusetts
$0 -$11.8M 0 – Closed
1402
Regents of the University of California
Regents of the University of California
California
$0 -$2.56M 0 – Closed
1403
RFM
Royal Fund Management
Florida
$0 -$11K 0 – Closed
1404
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$0 -$13.4M 0 – Closed
1405
SCI
S&CO Inc
Massachusetts
$0 -$377K 0 – Closed
1406
SCM
Scopia Capital Management
New York
$0 -$119M 0 – Closed
1407
ST
Somerset Trust
Pennsylvania
$0 -$299K 0 – Closed
1408
SIG
Stanford Investment Group
California
$0 -$20K 0 – Closed
1409
SFSG
Stearns Financial Services Group
North Carolina
$0 -$214K 0 – Closed
1410
SCA
Stonebridge Capital Advisors
Minnesota
$0 -$1.44M 0 – Closed
1411
SSG
Summit Securities Group
New York
$0 -$235K 0 – Closed
1412
TWI
Thomas White International
Illinois
$0 -$3K 0 – Closed
1413
TA
Tiptree Advisors
New York
$0 -$2.56M 0 – Closed
1414
UMB Bank
UMB Bank
Missouri
$0 -$208K 0 – Closed
1415
VHAM
Van Hulzen Asset Management
California
$0 -$216K 0 – Closed
1416
VIM
Veritas Investment Management
United Kingdom
$0 -$308K 0 – Closed
1417
WTB
Washington Trust Bank
Washington
$0 -$6K 0 – Closed
1418
WIC
Water Island Capital
New York
$0 -$3.8M 0 – Closed
1419
WAP
Wealthcare Advisory Partners
Pennsylvania
$0 $0 1 0% Maintained
1420
WCMNY
Westchester Capital Management (New York)
New York
$0 -$3.54M 0 – Closed
1421
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0 -$49.8M 0 – Closed
1422
YCM
Yost Capital Management
Texas
$0 -$16.9M 0 – Closed
1423
Zacks Investment Management
Zacks Investment Management
Illinois
$0 -$480K 0 – Closed