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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
276
CT
Cambridge Trust
Massachusetts
$24.3M -$2.57M 1 1.53% Reduced
277
MLL
Moody Lynn & Lieberson
Massachusetts
$24.2M -$1.18M 2 2.58% Reduced
278
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$23.9M -$18.1M 1 0.38% Reduced
279
Armistice Capital
Armistice Capital
New York
$23.9M +$10.6M 2 2.38% Increased
280
NG
NatWest Group
United Kingdom
$23.8M +$773K 1 5.36% Increased
281
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$23.8M +$21.9M 3 0.47% Increased
282
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.8M +$21.9M 9 0.27% New
283
BCMNY
Buckingham Capital Management (New York)
New York
$23.5M -$654K 3 2.82% Reduced
284
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$23.5M +$4.62M 5 0.41% Increased
285
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$23.4M -$682K 2 0.31% Reduced
286
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$23.2M +$10M 6 0.54% Increased
287
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$23.2M -$875K 7 0.43% Reduced
288
Prudential plc
Prudential plc
United Kingdom
$22.3M +$132K 3 0.07% Increased
289
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$22.3M +$435K 5 0.13% Increased
290
1C
1060 Capital
Colorado
$22.2M +$23.2M 2 7.31% New
291
Nomura Asset Management
Nomura Asset Management
Japan
$22.1M +$773K 7 0.26% Increased
292
T
TOBAM
France
$21.9M -$2.62M 3 0.95% Reduced
293
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.9M +$4.93M 12 0.14% Increased
294
IAM
Impax Asset Management
New Hampshire
$21.8M -$5.01M 2 1.25% Reduced
295
CIBC World Markets
CIBC World Markets
New York
$21.7M +$4.41M 7 0.16% Increased
296
ECM
Ensemble Capital Management
California
$21.6M +$3.69M 1 3.93% Increased
297
FCM
Flinton Capital Management
Pennsylvania
$21.6M +$73.7K 4 0.73% Increased
298
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$21.5M -$3.76M 6 0.5% Reduced
299
Vontobel Asset Management
Vontobel Asset Management
New York
$21.4M -$13.5M 1 0.15% Reduced
300
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.4M +$10M 10 0.05% Increased
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