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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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$32.5M +$6.71M 4 0.68% Increased
277
ACM
Aquamarine Capital Management
New York
$32.5M $0 1 16.8% Maintained
278
Washington Trust
Washington Trust
Rhode Island
$32.1M -$187K 1 1.76% Reduced
279
HIM
HughesLittle Investment Management
$31.5M -$154K 1 12.03% Reduced
280
Royal London Asset Management
Royal London Asset Management
United Kingdom
$31.3M -$998K 5 0.3% Reduced
281
AMF Tjänstepension
AMF Tjänstepension
Sweden
$31.2M +$1.96M 1 0.3% Increased
282
Glenmede Trust
Glenmede Trust
Pennsylvania
$30.9M -$4.52M 13 0.14% Reduced
283
GGHC
Gilder Gagnon Howe & Co
New York
$30.1M -$47.4M 2 0.3% Reduced
284
SFM
Systematic Financial Management
New Jersey
$29.3M -$7.02M 5 1.14% Reduced
285
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$29.1M -$1.74M 5 0.37% Reduced
286
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$29M -$1.71M 1 0.54% Reduced
287
Prudential plc
Prudential plc
United Kingdom
$28.9M +$2.66M 4 0.09% Increased
288
MSL
Mackay Shields LLC
New York
$28.4M -$1.24M 5 0.19% Reduced
289
LOAMU
Lombard Odier Asset Management (USA)
New York
$28.4M -$515K 2 2.28% Reduced
290
Candriam SCA
Candriam SCA
Luxembourg
$28.2M +$1.54M 6 0.35% Increased
291
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$28M +$6.34M 7 0.99% Increased
292
TCM
Tran Capital Management
California
$27.9M +$26.5M 2 3.48% New
293
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$27M -$40.5K 1 0.5% Reduced
294
Select Equity Group
Select Equity Group
New York
$27M +$31.3M 1 0.18% New
295
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.8M +$2.94M 10 0.39% Increased
296
Nomura Holdings
Nomura Holdings
Japan
$26.6M -$52.3M 6 0.12% Reduced
297
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$26.3M +$1.26M 8 0.16% Increased
298
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26.2M -$694K 6 0.34% Reduced
299
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$26M +$3.06M 2 2.26% Increased
300
AL
AJO LP
Pennsylvania
$25.6M +$11.2M 1 0.13% Increased
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