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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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$28.9M +$6.08M 1 0.32% Increased
252
Jefferies Financial Group
Jefferies Financial Group
New York
$28.9M +$32.5M 1 2.37% New
253
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.8M +$5.69M 10 0.3% Increased
254
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$28.8M -$923K 10 0.21% Reduced
255
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.1M +$669K 12 0.12% Increased
256
TAM
Third Avenue Management
New York
$27.5M -$293K 1 1.26% Reduced
257
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$27.2M +$19.7M 2 0.1% Increased
258
GIM
Greylin Investment Management
Virginia
$27M +$88K 1 6.74% Increased
259
Prudential plc
Prudential plc
United Kingdom
$27M -$84.5K 4 0.1% Reduced
260
Candriam SCA
Candriam SCA
Luxembourg
$26.9M +$1.52M 5 0.65% Increased
261
M&T Bank
M&T Bank
New York
$26.8M +$1.33M 7 0.17% Increased
262
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$26.6M -$351K 1 0.68% Reduced
263
GCP
GSA Capital Partners
United Kingdom
$26.6M +$17.4M 8 1.43% Increased
264
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.4M -$5.04M 6 0.27% Reduced
265
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$26.2M +$1.63M 6 0.29% Increased
266
Highbridge Capital Management
Highbridge Capital Management
New York
$25.7M +$8.02M 6 0.41% Increased
267
RIM
Rainier Investment Management
Washington
$25.6M -$9.81M 3 1.65% Reduced
268
RHJA
Rice Hall James & Associates
California
$25.4M +$548K 2 1.33% Increased
269
KI
Kalmar Investments
Delaware
$25.3M -$9.62M 1 1.15% Reduced
270
London Company of Virginia
London Company of Virginia
Virginia
$25.3M -$1.53M 1 0.19% Reduced
271
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$24.9M -$6.01M 3 1.72% Reduced
272
SCM
Stevens Capital Management
Pennsylvania
$24.8M +$20.6M 4 1.03% Increased
273
MTIM
Marathon Trading Investment Management
Pennsylvania
$24.7M +$27.7M 1 3.44% New
274
CCMH
Cornerstone Capital Management Holdings
New York
$24.3M -$2.59M 8 0.18% Reduced
275
SC
Shellback Capital
Massachusetts
$24.3M -$6.42M 1 2.06% Reduced