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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
ACI
AMP Capital Investors
Australia
$34.6M -$4.67M 5 0.21% Reduced
252
PEAK6 Group
PEAK6 Group
Illinois
$34.5M +$8.82M 7 0.33% Increased
253
BACM
Blue Arrow Capital Management
New York
$33.8M +$14M 2 4.52% Increased
254
Ignis Investment Services
Ignis Investment Services
United Kingdom
$33.5M +$9.1M 1 1.12% Increased
255
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$33.3M -$9.17M 2 0.7% Reduced
256
Castleark Management
Castleark Management
Illinois
$32.8M -$29.2M 2 0.9% Reduced
257
Marshall Wace
Marshall Wace
United Kingdom
$32.6M +$14.8M 3 0.48% Increased
258
Aviva
Aviva
United Kingdom
$32.5M +$2.69M 5 0.25% Increased
259
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$32.4M -$3.75M 6 0.23% Reduced
260
Panagora Asset Management
Panagora Asset Management
Massachusetts
$32M -$25.2M 8 0.16% Reduced
261
AL
AJO LP
Pennsylvania
$32M +$33.2M 1 0.14% New
262
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$32M -$18.6M 6 0.7% Reduced
263
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$31.9M +$6.77M 8 0.18% Increased
264
CCM
Century Capital Management
Massachusetts
$31.4M -$2.01M 1 1.66% Reduced
265
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$31.1M -$24.8M 5 0.22% Reduced
266
IAM
Impax Asset Management
New Hampshire
$31M -$2.75M 2 1.95% Reduced
267
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.8M +$987K 8 0.19% Increased
268
MGC
Merchants' Gate Capital
New York
$30.3M +$31.4M 1 2.21% New
269
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$30.2M +$47.1K 3 2.78% Increased
270
CCM
Cornerstone Capital Management
Minnesota
$30.1M -$3.57M 1 0.97% Reduced
271
First Manhattan
First Manhattan
New York
$29.9M -$1.36M 4 0.19% Reduced
272
HL Financial Services
HL Financial Services
Kentucky
$29.4M -$284K 4 0.86% Reduced
273
KI
Kalmar Investments
Delaware
$28.6M -$835K 1 0.49% Reduced
274
PCM
Proxima Capital Management
New York
$28.5M +$13.8M 1 3.36% Increased
275
Arizona State Retirement System
Arizona State Retirement System
Arizona
$28.3M +$2.05M 9 0.34% Increased
9 10
11
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