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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
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$30.7M -$5.76M 5 0.07% Reduced
252
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$30.5M +$9.99M 3 0.92% Increased
253
CCM
Cornerstone Capital Management
Minnesota
$30.4M +$136K 1 1% Increased
254
Eaton Vance Management
Eaton Vance Management
Massachusetts
$30.4M +$5.77M 4 0.09% Increased
255
IAM
Impax Asset Management
New Hampshire
$29.8M +$810K 2 1.93% Increased
256
ACI
AMP Capital Investors
Australia
$29.7M -$3.22M 5 0.19% Reduced
257
Placemark Investments
Placemark Investments
Illinois
$29.3M +$3.22M 6 0.54% Increased
258
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$29.1M +$170K 3 2.69% Increased
259
Prudential plc
Prudential plc
United Kingdom
$29M +$5.14M 2 0.12% Increased
260
GIM
Greylin Investment Management
Virginia
$28.8M +$1.85M 1 6.88% Increased
261
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$28.6M -$2.97M 3 0.7% Reduced
262
AQR Capital Management
AQR Capital Management
Connecticut
$28.4M -$9.57M 7 0.08% Reduced
263
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$28.2M +$307K 1 0.42% Increased
264
HL Financial Services
HL Financial Services
Kentucky
$28.1M +$1.34K 4 0.82% Increased
265
PIM
Platinum Investment Management
Australia
$27.9M $0 1 0.57% Maintained
266
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.8M -$1.24M 8 0.18% Reduced
267
Bahl & Gaynor
Bahl & Gaynor
Ohio
$27.8M -$154K 4 0.41% Reduced
268
Macquarie Group
Macquarie Group
Australia
$27.2M +$8.74M 7 0.06% Increased
269
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26.6M -$792K 9 0.33% Reduced
270
SCM
SeaStone Capital Management
New York
$26.1M +$4.11M 1 3.45% Increased
271
SG Americas Securities
SG Americas Securities
New York
$26M -$34.2M 6 0.15% Reduced
272
BPM
Bronson Point Management
Connecticut
$25.8M -$66.3M 3 1.57% Reduced
273
South Texas Money Management
South Texas Money Management
Texas
$25.7M +$3.32M 1 1.66% Increased
274
KI
Kalmar Investments
Delaware
$25.2M -$1.03M 1 0.48% Reduced
275
Edge Asset Management
Edge Asset Management
Washington
$25.2M +$390K 2 0.25% Increased