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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
1451
Ballentine Partners
Ballentine Partners
Massachusetts
$0 -$5.39M 0 – Closed
1452
BCM
Barometer Capital Management
Ontario, Canada
$0 -$307K 0 – Closed
1453
BCA
Bay Colony Advisors
Massachusetts
$0 +$241 1 0% New
1454
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$1M 0 – Closed
1455
BTP
Bloom Tree Partners
New York
$0 -$53.3M 0 – Closed
1456
BCM
Blume Capital Management
California
$0 -$28K 1 0% Reduced
1457
Brandes Investment Partners
Brandes Investment Partners
California
$0 -$623K 0 – Closed
1458
BSPF
British Steel Pension Fund
United Kingdom
$0 -$1.73M 0 – Closed
1459
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$265K 0 – Closed
1460
BCM
Buckhead Capital Management
Georgia
$0 -$28K 0 – Closed
1461
CI
Caerus Investors
New York
$0 -$7.34M 0 – Closed
1462
CICI
Capital Investment Counsel Inc
North Carolina
$0 -$247K 0 – Closed
1463
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$0 -$214K 0 – Closed
1464
CIA
Cascade Investment Advisors
Oregon
$0 -$2.05M 0 – Closed
1465
CCM
Cerrano Capital Management
New York
$0 -$8.47M 0 – Closed
1466
CPA
Clear Perspective Advisors
Illinois
$0 -$4K 0 – Closed
1467
CCA
Clearwater Capital Advisors
Illinois
$0 -$11K 0 – Closed
1468
CCM
Compton Capital Management
Rhode Island
$0 -$220K 0 – Closed
1469
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$1.34M 0 – Closed
1470
CCP
Corient Capital Partners
California
$0 -$4.64M 0 – Closed
1471
CS
Credential Securities
$0 -$9.15K 0 – Closed
1472
Dodge & Cox
Dodge & Cox
California
$0 -$1.27M 0 – Closed
1473
ERIM
Eagle Ridge Investment Management
Connecticut
$0 -$230K 0 – Closed
1474
FCAG
First Capital Advisors Group
New Jersey
$0 -$53K 0 – Closed
1475
First Command Advisory Services
First Command Advisory Services
Texas
$0 -$1K 0 – Closed