Group

HaveNots Shorts

6 themes87 tickers
10D rank#67of 142 groups

HaveNots Shorts tracks companies reliant on aspirational and affluent consumer spending. Think luxury travel, premium finance, and high-end homes. We're watching what happens if the wealth effect fades and discretionary budgets get a little less… discretionary.

Themes in this group

Build 20260824T084825

HaveNots Shorts '25: Premium Food14$53.08B$743.15B+1.95%+4.91%+9.09%+4.29%+10.86%+3.14%+7.08%+60.02%+12.12%+11.83%+5.82%-3.33%-0.07%+0.11%
HaveNots Shorts '25: Premium Subscriptions8$18.95B$151.62B+0.93%+3.00%-3.16%-3.80%+10.58%-3.10%+69.18%+109.06%+2.16%+11.88%+37.29%+20.26%-2.73%+8.43%
HaveNots Shorts '25: Luxury Lifestyle19$39.43B$749.19B+0.94%-0.70%+4.58%+1.55%+5.38%+9.97%+36.66%+79.35%+4.09%+8.60%+4.83%+29.43%+4.06%+1.75%
HaveNots Shorts '25: Premium Finance18$103.50B$1.86T+1.99%-0.97%+5.00%+4.17%+4.70%+9.58%+47.86%+116.74%+6.84%+12.07%+19.06%+28.42%+2.16%+0.48%
HaveNots Shorts '25: White Collar Services12$7.36B$88.30B-0.20%-1.87%+3.68%+2.45%+10.26%+32.50%+42.46%+4.83%+12.86%+10.19%+8.90%+36.65%+2.83%+7.56%
HaveNots Shorts '25: Aspirational Consumer16$25.59B$409.51B+1.40%-6.05%-4.06%-3.66%-8.53%-2.62%+10.73%+37.62%-4.74%-3.89%-10.03%+8.92%-4.28%+1.31%

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