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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
M&T Bank
M&T Bank
New York
$25M -$568K 7 0.16% Reduced
252
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.7M -$4.25M 1 0.48% Reduced
253
TAM
Third Avenue Management
New York
$24.4M -$183K 1 1.11% Reduced
254
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$24.4M +$563K 3 1.64% Increased
255
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.1M -$3.94M 10 0.13% Reduced
256
Glenview Trust
Glenview Trust
Kentucky
$23.9M +$24.5M 4 1.98% New
257
Natixis
Natixis
France
$23.8M +$20.5M 4 0.24% Increased
258
OppenheimerFunds
OppenheimerFunds
New York
$23.7M -$15.7M 10 0.03% Reduced
259
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$23.6M +$16.2M 4 0.12% Increased
260
DZ Bank
DZ Bank
Germany
$23.5M +$25.4M 5 0.11% New
261
DS
Dalal Street
Texas
$23.2M -$15.1M 1 6.69% Reduced
262
RHJA
Rice Hall James & Associates
California
$23.1M +$361K 2 1.17% Increased
263
SCM
SOL Capital Management
Maryland
$22.8M $0 2 6.86% Maintained
264
Laurion Capital Management
Laurion Capital Management
New York
$22.8M -$142M 4 0.22% Reduced
265
London Company of Virginia
London Company of Virginia
Virginia
$22.6M -$1.35M 1 0.16% Reduced
266
Polar Capital
Polar Capital
United Kingdom
$22.5M +$15M 1 0.36% Increased
267
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$22.4M +$19.9K 3 2.94% Increased
268
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.1M -$1.89M 7 0.23% Reduced
269
SAM
Skyline Asset Management
Illinois
$22M -$17.5K 1 1.46% Reduced
270
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.5M +$1.74M 7 0.17% Increased
271
Two Sigma Investments
Two Sigma Investments
New York
$21.5M -$47.6M 3 0.08% Reduced
272
Nomura Asset Management
Nomura Asset Management
Japan
$21.4M -$1.2M 8 0.39% Reduced
273
Becker Capital Management
Becker Capital Management
Oregon
$21.1M -$24.1K 1 0.78% Reduced
274
Todd Asset Management
Todd Asset Management
Kentucky
$21.1M -$896K 2 0.63% Reduced
275
LSV Asset Management
LSV Asset Management
Illinois
$20.6M +$9.61M 2 0.04% Increased
9 10
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