Group

HaveNots Shorts

6 themes87 tickers
10D rank#61of 129 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 20260710T074722

HaveNots Shorts '25: Premium Finance18$100.99B$1.82T-0.36%+2.53%+5.22%+2.11%-1.31%+2.57%+48.67%+111.60%+12.22%+21.04%-0.52%+11.74%
HaveNots Shorts '25: Premium Subscriptions8$17.96B$143.66B-0.69%+0.92%+3.55%+0.88%+14.45%+1.20%+89.90%+18.73%+42.09%+24.46%-6.05%+11.48%
HaveNots Shorts '25: White Collar Services12$6.57B$78.84B+0.16%+1.17%-0.09%-1.90%+3.58%+27.87%+49.65%-41.45%+2.31%+28.38%-0.89%+0.22%
HaveNots Shorts '25: Aspirational Consumer16$26.11B$417.84B+0.21%+2.16%-0.65%-0.40%-4.21%+1.20%+18.85%-6.15%-5.78%+14.07%+2.11%-10.97%
HaveNots Shorts '25: Premium Food14$50.30B$704.26B-0.32%+1.60%-1.94%-4.04%-3.94%-26.00%-6.26%+53.24%-5.71%-22.98%-0.77%-0.72%
HaveNots Shorts '25: Luxury Lifestyle19$36.30B$689.76B+0.49%+1.64%-2.58%-0.78%+2.60%+8.64%+30.98%+59.29%+2.05%+26.01%-0.38%+6.50%

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