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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
251
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.3M +$5.54M 3 0.11% Increased
252
Glenmede Trust
Glenmede Trust
Pennsylvania
$48M +$549K 8 0.21% Increased
253
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$47.9M +$12.2M 7 0.13% Increased
254
Acadian Asset Management
Acadian Asset Management
Massachusetts
$47.6M -$13.8M 11 0.06% Reduced
255
Natixis
Natixis
France
$47.5M +$4.09M 6 0.19% Increased
256
Lazard Asset Management
Lazard Asset Management
New York
$46.9M +$8.25M 7 0.07% Increased
257
IEQ Capital
IEQ Capital
California
$46.9M -$27.9M 6 0.22% Reduced
258
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$46.8M +$2.19M 3 0.48% Increased
259
GH
GAM Holding
Switzerland
$46.4M -$10.9M 4 3.55% Reduced
260
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$46M +$14.1M 6 1.38% Increased
261
Asset Management One
Asset Management One
Japan
$45.7M -$3.94M 5 0.12% Reduced
262
Panagora Asset Management
Panagora Asset Management
Massachusetts
$44.9M +$28.3M 3 0.14% Increased
263
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$44.4M -$5.95M 1 0.16% Reduced
264
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$43.8M +$11.2M 6 0.16% Increased
265
Baird Financial Group
Baird Financial Group
Wisconsin
$43.7M -$1.86M 6 0.06% Reduced
266
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$43.6M +$16.2M 2 0.05% Increased
267
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$43.2M +$7.1M 1 0.29% Increased
268
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$43M +$5.42M 9 0.76% Increased
269
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.1M -$2.64M 9 0.15% Reduced
270
BFS
Baskin Financial Services
Ontario, Canada
$41.3M -$388K 1 3.25% Reduced
271
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$41.1M -$12M 10 0.15% Reduced
272
CGC
Continental Grain Company
New York
$41.1M $0 1 9.16% Maintained
273
Generali Asset Management
Generali Asset Management
Italy
$41M +$8.44M 5 0.74% Increased
274
Castleark Management
Castleark Management
Illinois
$40.9M +$7.36M 2 1.1% Increased
275
Algert Global
Algert Global
California
$40.2M +$2.15M 9 0.48% Increased
9 10
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