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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
2026	TIM Timelo Investment Management Aurora, Ontario, Canada	$0	-$1.13M	0	–	Closed
2027	TF Tompkins Financial Ithaca, New York	$0	-$2K	0	–	Closed
2028	TCOT Trust Company of Toledo Holland, Ohio	$0	-$213K	0	–	Closed
2029	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$272K	0	–	Closed
2030	TLCM Twin Lakes Capital Management Redwood Shores, California	$0	-$9.19M	0	–	Closed
2031	UIA Ulland Investment Advisors Minneapolis, Minnesota	$0	$0	1	0%	Maintained
2032	UH Unigestion Holding Geneva, Switzerland	$0	-$707K	0	–	Closed
2033	USPCM Union Square Park Capital Management New York	$0	-$6.17M	0	–	Closed
2034	UFF USA Financial Formulas Ada, Michigan	$0	$0	1	0%	Maintained
2035	VCM Vetamer Capital Management Menlo Park, California	$0	-$1.22M	0	–	Closed
2036	Viking Global Investors Stamford, Connecticut	$0	-$42.6M	0	–	Closed
2037	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$1.6M	0	–	Closed
2038	VF Vista Finance Clayton, Missouri	$0	-$304K	0	–	Closed
2039	WAM Wakefield Asset Management Englewood, Colorado	$0	-$1.14M	0	–	Closed
2040	WI WBI Investments Red Bank, New Jersey	$0	-$2.25M	0	–	Closed
2041	WP WealthSource Partners San Luis Obispo, California	$0	-$406K	0	–	Closed
2042	WP Wedgewood Partners St Louis, Missouri	$0	-$213K	0	–	Closed
2043	WA WESPAC Advisors Orinda, California	$0	-$379K	0	–	Closed
2044	WIS Wright Investors Service Shelton, Connecticut	$0	-$615K	0	–	Closed
2045	XS XR Securities Chicago, Illinois	$0	-$538K	0	–	Closed
2046	Y-Intercept (HK) Hong Kong	$0	-$3.4M	0	–	Closed