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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
CRCP
Copper Rock Capital Partners
Massachusetts
$28.3M +$25.7M 1 2.1% New
252
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$28.3M +$135K 6 0.2% Increased
253
London Company of Virginia
London Company of Virginia
Virginia
$28.3M +$5.91M 1 0.24% Increased
254
Davenport & Co
Davenport & Co
Virginia
$28.2M +$28.5M 2 0.44% Increased
255
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$28M +$21.5M 3 0.07% Increased
256
RCMC
Rubric Capital Management (Connecticut)
Connecticut
$27.9M +$37.7M 2 1.59% New
257
SH
SeaTown Holdings
Singapore
$27.9M +$37.3M 1 3.31% New
258
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.7M -$12.5M 11 0.33% Reduced
259
KI
Kalmar Investments
Delaware
$27.6M -$2.42M 1 0.52% Reduced
260
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$27.4M +$4.18M 5 0.19% Increased
261
CI Investments Inc
CI Investments Inc
Ontario, Canada
$27.3M -$13.6M 1 0.3% Reduced
262
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27M +$451K 6 0.35% Increased
263
Nordea Investment Management
Nordea Investment Management
Sweden
$26.9M +$3.16M 6 0.09% Increased
264
IAM
Impax Asset Management
New Hampshire
$26.8M -$3.62K 2 1.43% Reduced
265
ACM
ADI Capital Management
New York
$26.6M +$21.6M 1 14.44% New
266
WBC
Westpac Banking Corp
Australia
$26.2M +$2.88M 6 0.26% Increased
267
ALPS Advisors
ALPS Advisors
Colorado
$25.9M +$5.37M 3 0.22% Increased
268
National Pension Service
National Pension Service
South Korea
$25.7M +$3.85M 4 0.33% Increased
269
TL
Tirschwell & Loewy
New York
$25.6M -$137K 1 4.32% Reduced
270
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$25.3M +$2.99M 11 0.22% Increased
271
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25.1M -$690K 1 0.05% Reduced
272
BCMNY
Buckingham Capital Management (New York)
New York
$25.1M -$11.3M 2 2.08% Reduced
273
Castleark Management
Castleark Management
Illinois
$25M -$9.09M 3 0.67% Reduced
274
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24.7M +$10.9M 5 0.5% Increased
275
William Blair & Company
William Blair & Company
Illinois
$24.7M -$1.05M 3 0.04% Reduced
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