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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
1901
Bedel Financial Consulting
Bedel Financial Consulting
Indiana
$0 -$178K 0 – Closed
1902
BRC
Bell Rock Capital
Delaware
$0 -$242K 0 – Closed
1903
Bellwether Advisors
Bellwether Advisors
Nebraska
$0 -$882K 0 – Closed
1904
BCP
Berkeley Capital Partners
Georgia
$0 -$232K 0 – Closed
1905
BIT Capital
BIT Capital
Germany
$0 -$14.6K 0 – Closed
1906
BSAM
Blue Square Asset Management
New York
$0 -$251K 0 – Closed
1907
Blume Capital Management
Blume Capital Management
California
$0 -$14K 1 0% Reduced
1908
BHCM
Boulder Hill Capital Management
New York
$0 -$4.11M 0 – Closed
1909
BAS
Brown Advisory Securities
Maryland
$0 -$257K 0 – Closed
1910
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$0 -$1.06M 0 – Closed
1911
Canandaigua National Corp
Canandaigua National Corp
New York
$0 -$205K 0 – Closed
1912
Capital International
Capital International
California
$0 -$818K 0 – Closed
1913
Capital International Sarl
Capital International Sarl
California
$0 -$291K 0 – Closed
1914
CPSC
Carl P. Sherr & Co
Massachusetts
$0 -$226K 0 – Closed
1915
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$0 -$848K 0 – Closed
1916
Claret Asset Management
Claret Asset Management
Quebec, Canada
$0 -$340K 0 – Closed
1917
CCM
Compton Capital Management
Rhode Island
$0 -$305K 0 – Closed
1918
CI
Cordant Inc
Oregon
$0 -$23K 0 – Closed
1919
Country Club Bank
Country Club Bank
Missouri
$0 -$211K 0 – Closed
1920
CSNH
Crow's Nest Holdings
Virginia
$0 -$30.8M 0 – Closed
1921
Curated Wealth Partners
Curated Wealth Partners
California
$0 -$294K 0 – Closed
1922
DA
DCM Advisors
New York
$0 -$1.16M 0 – Closed
1923
DC
DeDora Capital
California
$0 -$5K 0 – Closed
1924
DF Dent & Co
DF Dent & Co
Maryland
$0 -$1.09M 0 – Closed
1925
DI
Diligent Investors
California
$0 -$205K 0 – Closed