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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
226
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$48.4M +$13.3M 4 0.39% Increased
227
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$47.3M -$10.8M 3 0.13% Reduced
228
WI
WBI Investments
New Jersey
$47.2M +$4.66M 1 2.07% Increased
229
Markel Group
Markel Group
Virginia
$46.9M -$405K 2 1.44% Reduced
230
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$46.6M -$10.9M 6 0.18% Reduced
231
Comerica Bank
Comerica Bank
Texas
$46.4M +$1.62M 9 0.36% Increased
232
Beck Mack & Oliver
Beck Mack & Oliver
New York
$45.7M -$1.04M 2 1.07% Reduced
233
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$45.5M -$3.6M 9 0.04% Reduced
234
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$45.4M +$289K 7 0.38% Increased
235
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$44.7M +$11M 3 0.91% Increased
236
United Services Automobile Association
United Services Automobile Association
Texas
$44.7M +$217K 7 0.17% Increased
237
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.6M -$13.3M 3 0.51% Reduced
238
First Manhattan
First Manhattan
New York
$44.4M +$492K 4 0.29% Increased
239
Mason Street Advisors
Mason Street Advisors
Wisconsin
$43.5M +$1.82M 11 0.35% Increased
240
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.5M +$3.5M 7 0.25% Increased
241
TCW Group
TCW Group
California
$43.5M +$6.81M 5 0.18% Increased
242
Numeric Investors
Numeric Investors
Massachusetts
$43.4M -$4.72M 3 0.74% Reduced
243
Lindsell Train
Lindsell Train
United Kingdom
$43.3M +$810K 1 5.77% Increased
244
Gotham Asset Management
Gotham Asset Management
New York
$43.2M +$11.7M 5 0.65% Increased
245
Saturna Capital
Saturna Capital
Washington
$42.9M -$405K 1 1.13% Reduced
246
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$42.6M -$2.22M 9 0.44% Reduced
247
AC
Amici Capital
New York
$42.5M +$17.7M 1 1.39% Increased
248
Prudential plc
Prudential plc
United Kingdom
$40.9M -$5.46M 2 0.18% Reduced
249
CPM
Chesapeake Partners Management
Maryland
$40.3M +$33.2M 1 1.56% New
250
AQR Capital Management
AQR Capital Management
Connecticut
$40.1M -$49.2M 7 0.12% Reduced