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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
CM
CS McKee
Pennsylvania
$32.8M +$32.3M 1 0.56% New
252
SCM
Sandler Capital Management
New York
$32.6M +$33.8M 2 1.22% New
253
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$32.5M +$32.2M 3 0.12% New
254
Todd Asset Management
Todd Asset Management
Kentucky
$32.4M +$32M 1 1.06% New
255
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.3M +$32.9M 4 0.27% New
256
KI
Kalmar Investments
Delaware
$31.9M +$31.1M 1 0.63% New
257
London Company of Virginia
London Company of Virginia
Virginia
$31.8M +$33.1M 1 0.46% New
258
Moore Capital Management
Moore Capital Management
New York
$31.5M +$29.7M 1 0.75% New
259
RIM
Ranger Investment Management
Texas
$30.8M +$30.9M 2 1.5% New
260
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.7M +$31.5M 5 0.15% New
261
OCAM
Onex Canada Asset Management
Ontario, Canada
$30.2M +$28.5M 2 1.98% New
262
CC
Curian Capital
Colorado
$29.9M +$29.2M 4 0.54% New
263
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$29.6M +$29.9M 5 0.13% New
264
SCM
Sigma Capital Management
Connecticut
$29.5M +$28.5M 2 1.35% New
265
DIA
Denver Investment Advisors
Colorado
$29.5M +$29M 3 0.68% New
266
First Trust Advisors
First Trust Advisors
Illinois
$29.5M +$29.1M 9 0.19% New
267
MUFG Americas
MUFG Americas
New York
$29.4M +$29.1M 6 0.59% New
268
SC
Saiers Capital
New York
$28.9M +$28.1M 2 3.18% New
269
Natixis
Natixis
France
$28.7M +$29.7M 2 0.41% New
270
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.6M +$27.1M 3 0.48% New
271
CII
CR Intrinsic Investors
Connecticut
$28.4M +$27.8M 3 0.98% New
272
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$28M +$27.5M 3 0.26% New
273
LT
Lindsell Train
United Kingdom
$28M +$29.6M 1 6.36% New
274
Cohen & Steers
Cohen & Steers
New York
$27.2M +$26.8M 1 0.08% New
275
LCS
Levin Capital Strategies
New York
$27.1M +$27M 3 0.49% New
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