← All themes

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
276	TSU TD Securities (USA) New York	$24.7M	+$2.91M	5	0.33%	Increased
277	CC Clearline Capital New York	$24.5M	+$28M	1	3.41%	Increased
278	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$24.5M	-$1.04M	8	0.18%	Reduced
279	Nomura Holdings Tokyo, Japan	$24.4M	+$15.3M	6	0.07%	Increased
280	Natixis Advisors Boston, Massachusetts	$24M	+$3.42M	5	0.41%	Increased
281	RHJA Rice Hall James & Associates San Diego, California	$24M	+$109K	2	1.39%	Increased
282	Prudential plc London, England, United Kingdom	$23.9M	-$1.17M	2	0.09%	Reduced
283	ARTA A.R.T. Advisors New York	$23.7M	+$286K	6	0.79%	Increased
284	South Dakota Investment Council Sioux Falls, South Dakota	$23.1M	-$1.16M	4	0.46%	Reduced
285	SAM Sentinel Asset Management Montpelier, Vermont	$23M	+$1.71M	2	0.52%	Increased
286	Arrowstreet Capital Boston, Massachusetts	$22.9M	+$4.17M	2	0.13%	Increased
287	WCM Investment Management Laguna Beach, California	$22.7M	+$21.5M	1	0.51%	New
288	Aperio Group Sausalito, California	$22.6M	+$1.83M	10	0.23%	Increased
289	CCMH Cornerstone Capital Management Holdings New York	$22.4M	+$6.77M	5	0.2%	Increased
290	SC SRB Corp Boston, Massachusetts	$21.9M	-$15K	2	2.9%	Reduced
291	OAM Oxford Asset Management Oxford, United Kingdom	$21.7M	+$17.5M	2	0.59%	Increased
292	Highbridge Capital Management New York	$21.5M	-$58.7M	3	0.27%	Reduced
293	Gateway Investment Advisers Cincinnati, Ohio	$21.5M	+$5.85M	5	0.18%	Increased
294	Panagora Asset Management Boston, Massachusetts	$21.1M	+$1.79M	10	0.11%	Increased
295	Voloridge Investment Management Jupiter, Florida	$21M	+$3.68M	5	1.07%	Increased
296	Raymond James & Associates St Petersburg, Florida	$20.6M	+$4.87M	5	0.08%	Increased
297	Perkins Investment Management Chicago, Illinois	$20.5M	-$72.4M	4	0.23%	Reduced
298	Axa Paris, France	$20.4M	-$8.95M	6	0.08%	Reduced
299	TC Tyvor Capital Oak Brook, Illinois	$20.3M	-$2.12M	1	7.29%	Reduced
300	Anchor Capital Advisors Boston, Massachusetts	$20.3M	-$2.32M	1	0.46%	Reduced