Group

HaveNots Shorts

6 themes87 tickers
10D rank#18of 134 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 20260806T082229

HaveNots Shorts '25: Premium Food14$52.02B$728.25B+2.86%+10.49%0.00%+3.00%+9.76%-2.50%+18.03%+53.24%+4.76%-3.64%-0.65%+1.77%
HaveNots Shorts '25: White Collar Services12$7.47B$89.58B+0.75%+9.67%+6.43%+5.54%+13.59%+42.66%+55.60%-41.45%+12.20%+40.78%+1.93%+7.06%
HaveNots Shorts '25: Aspirational Consumer16$26.41B$422.50B+0.40%+6.86%+1.57%+4.36%-0.92%+5.98%+31.84%-6.15%-2.54%+17.99%-2.21%+3.57%
HaveNots Shorts '25: Luxury Lifestyle19$38.92B$739.55B+1.01%+6.63%+2.81%+3.33%+7.22%+17.48%+49.65%+72.59%+6.66%+31.69%+1.66%+6.17%
HaveNots Shorts '25: Premium Finance18$103.64B$1.87T-0.00%+6.54%+8.10%+4.64%+5.17%+8.58%+66.92%+111.60%+19.60%+29.00%+2.11%+0.56%
HaveNots Shorts '25: Premium Subscriptions8$17.73B$141.86B-1.76%+5.42%+0.87%-0.31%+14.60%+2.25%+96.96%+18.73%+42.28%+24.63%-7.94%+7.54%

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