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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
ING Group
ING Group
Netherlands
$38M -$13.2M 4 0.19% Reduced
252
Vontobel Asset Management
Vontobel Asset Management
New York
$37.4M +$36.4M 1 0.43% New
253
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$37M +$6.71M 4 0.56% Increased
254
Marshall Wace North America
Marshall Wace North America
New York
$37M +$12.5M 4 0.78% Increased
255
KI
Kalmar Investments
Delaware
$36.9M -$1.09M 1 0.62% Reduced
256
CCM
Century Capital Management
Massachusetts
$36.6M +$3.39M 1 1.47% Increased
257
Prudential plc
Prudential plc
United Kingdom
$35.8M +$16.7M 2 0.15% Increased
258
Ruffer LLP
Ruffer LLP
United Kingdom
$35.6M +$10.5M 1 1.26% Increased
259
SIC
Schwartz Investment Counsel
Michigan
$35.6M +$3.2M 2 2.67% Increased
260
Nuveen
Nuveen
North Carolina
$35.3M -$1.52M 7 0.23% Reduced
261
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$35.3M -$2.24M 2 0.72% Reduced
262
LT
Lindsell Train
United Kingdom
$35.1M +$2.65M 1 5.64% Increased
263
RIM
Ranger Investment Management
Texas
$35M -$4.87M 2 1.65% Reduced
264
Gotham Asset Management
Gotham Asset Management
New York
$35M +$1.34M 5 0.83% Increased
265
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$34.8M +$33.5M 1 0.69% New
266
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$34.5M -$824K 3 0.28% Reduced
267
IAM
Impax Asset Management
New Hampshire
$34.2M +$1.52M 2 2.17% Increased
268
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$33.8M $0 1 2.97% Maintained
269
ACM
Atlanta Capital Management
Georgia
$33.7M -$1.61M 2 0.22% Reduced
270
OCAM
Onex Canada Asset Management
Ontario, Canada
$33.3M +$14.3M 1 1.79% Increased
271
T
TOBAM
France
$33.2M +$16.3M 1 1.7% Increased
272
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.2M +$7.42M 8 0.21% Increased
273
SC
SRB Corp
Massachusetts
$32.9M $0 1 7.51% Maintained
274
Raymond James & Associates
Raymond James & Associates
Florida
$32.5M +$3.5M 4 0.24% Increased
275
Aviva
Aviva
United Kingdom
$32.5M +$8.06M 5 0.27% Increased