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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
Canada Life
Canada Life
Manitoba, Canada
$37.8M +$1.04M 9 0.14% Increased
227
Nordea Investment Management
Nordea Investment Management
Sweden
$37.7M -$3.18M 7 0.11% Reduced
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$37.5M -$8.39M 3 0.64% Reduced
229
CCMH
Cornerstone Capital Management Holdings
New York
$37.3M -$793K 8 0.31% Reduced
230
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$36.7M +$5.16M 5 0.15% Increased
231
Soros Fund Management
Soros Fund Management
New York
$36.5M +$113K 3 0.81% Increased
232
SAM
Sentinel Asset Management
Vermont
$35.3M +$5.67M 3 0.79% Increased
233
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35M -$374K 8 0.23% Reduced
234
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$35M +$7.4M 9 0.14% Increased
235
Raymond James & Associates
Raymond James & Associates
Florida
$34.2M +$1.45M 8 0.12% Increased
236
GGHC
Gilder Gagnon Howe & Co
New York
$34M +$30.6M 1 0.67% Increased
237
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$33.9M -$1.4M 6 0.32% Reduced
238
PGGM Investments
PGGM Investments
Netherlands
$33.5M +$3.7M 2 0.18% Increased
239
Prudential plc
Prudential plc
United Kingdom
$33.3M +$2.05M 4 0.14% Increased
240
GW&K Investment Management
GW&K Investment Management
Massachusetts
$33.2M +$1.29M 1 0.73% Increased
241
HL Financial Services
HL Financial Services
Kentucky
$32.8M -$313K 3 0.8% Reduced
242
Candriam SCA
Candriam SCA
Luxembourg
$32.5M -$12.4M 4 0.81% Reduced
243
SCM
Stevens Capital Management
Pennsylvania
$32.4M +$25M 5 1.28% Increased
244
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$32.1M -$4.23M 9 0.18% Reduced
245
TP
Thunderbird Partners
United Kingdom
$31.8M +$11.5M 1 4.05% Increased
246
Jefferies Group
Jefferies Group
New York
$31.5M +$21.7M 6 0.18% Increased
247
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$31.4M -$336K 3 2.27% Reduced
248
OppenheimerFunds
OppenheimerFunds
New York
$31.3M +$14.4M 9 0.04% Increased
249
IP
Interval Partners
New York
$31M -$20.4M 2 2.68% Reduced
250
PP
PDT Partners
New York
$30.3M +$20.6M 5 1.9% Increased