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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
301
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$16.3M +$13.4M 2 0.77% Increased
302
SAM
Skyline Asset Management
Illinois
$16.2M -$7.48K 1 1.24% Reduced
303
ZIG
Zuckerman Investment Group
Illinois
$16.1M +$3.42M 1 3.9% Increased
304
QIM
Quantitative Investment Management
Virginia
$16.1M +$14.6M 1 0.24% New
305
SCI
SkyBridge Capital II
New York
$16M -$557K 1 3.49% Reduced
306
AFG
American Financial Group
Ohio
$15.9M $0 1 1.47% Maintained
307
Winton Group
Winton Group
United Kingdom
$15.9M +$4.82M 4 0.43% Increased
308
Baird Financial Group
Baird Financial Group
Wisconsin
$15.7M +$5.75M 3 0.13% Increased
309
TBC
Tweedy, Browne Co
Connecticut
$15.6M +$16.9M 1 0.45% New
310
Macquarie Group
Macquarie Group
Australia
$15.6M -$4.43M 9 0.03% Reduced
311
Engineers Gate Manager
Engineers Gate Manager
New York
$15.4M +$4.41M 6 1.53% Increased
312
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.4M $0 5 0.31% Maintained
313
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$15.3M -$9.3M 9 0.12% Reduced
314
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.1M +$23.2K 1 0.96% Increased
315
ACM
Aquamarine Capital Management
New York
$14.9M $0 1 9.16% Maintained
316
Wedge Capital Management
Wedge Capital Management
North Carolina
$14.8M -$528K 1 0.14% Reduced
317
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14.7M -$2.37M 2 0.12% Reduced
318
NIMC
NWQ Investment Management Company
California
$14.5M -$28.5M 1 0.19% Reduced
319
Marshall Wace
Marshall Wace
United Kingdom
$14.4M -$99.5M 2 0.7% Reduced
320
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$14.4M -$1.07M 2 0.19% Reduced
321
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$14.3M +$9.17M 5 0.57% Increased
322
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$14.2M -$1.11M 7 0.27% Reduced
323
Westwood Holdings Group
Westwood Holdings Group
Texas
$14.2M +$1.39M 2 0.12% Increased
324
RC
RBO & Co
California
$14.2M +$7.33K 2 3.97% Increased
325
NA
Neuburgh Advisers
California
$14.2M +$659K 6 0.56% Increased