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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
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$32.5M -$3.39M 1 3.82% Reduced
252
BCMNY
Buckingham Capital Management (New York)
New York
$32.4M -$1.49M 3 3.2% Reduced
253
Driehaus Capital Management
Driehaus Capital Management
Illinois
$32.3M -$4.09M 2 1.09% Reduced
254
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.1M -$15.7K 9 0.43% Reduced
255
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$31.9M +$7.92M 5 0.23% Increased
256
FCM
Flinton Capital Management
Pennsylvania
$31.7M +$2.93M 4 1.03% Increased
257
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$31.4M -$7.87M 6 0.17% Reduced
258
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$31.3M -$6M 11 0.1% Reduced
259
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$31.2M +$8.58M 4 0.49% Increased
260
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$30.9M $0 3 0.31% Maintained
261
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$30.8M -$7.58M 5 0.88% Reduced
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.4M -$7.47M 3 0.22% Reduced
263
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$30.3M +$14M 6 0.67% Increased
264
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$30.3M +$31.4M 1 4.31% New
265
Winton Group
Winton Group
United Kingdom
$30.1M +$14.3M 6 0.77% Increased
266
London Company of Virginia
London Company of Virginia
Virginia
$30.1M +$1.05M 1 0.25% Increased
267
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$30.1M +$10M 2 0.24% Increased
268
GW&K Investment Management
GW&K Investment Management
Massachusetts
$29.4M -$258K 1 0.48% Reduced
269
Capital International Investors
Capital International Investors
California
$29.4M -$21M 1 0.03% Reduced
270
Jefferies Group
Jefferies Group
New York
$29.4M +$19M 10 0.16% Increased
271
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$29.1M +$13M 1 0.84% Increased
272
LLC
Latimer Light Capital
New York
$28.8M -$6.01M 1 6.4% Reduced
273
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28.5M +$29.7M 5 0.29% New
274
UIM
Underhill Investment Management
California
$28.2M -$577K 2 13.3% Reduced
275
Achmea Investment Management
Achmea Investment Management
Netherlands
$28.1M +$3.16M 6 0.98% Increased