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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
LCM
Landscape Capital Management
New Jersey
$17.2M +$11.7M 3 1.94% Increased
302
ACM
Aquamarine Capital Management
New York
$17.2M $0 1 10.48% Maintained
303
Andra AP-fonden
Andra AP-fonden
Sweden
$16.9M +$4.2M 6 0.42% Increased
304
MLL
Moody Lynn & Lieberson
Massachusetts
$16.8M +$14.7M 1 2.2% Increased
305
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.6M +$724K 2 1.97% Increased
306
Calamos Advisors
Calamos Advisors
Illinois
$16.4M +$10.2M 2 0.12% Increased
307
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.3M +$2.69M 7 0.33% Increased
308
SCI
SkyBridge Capital II
New York
$16.3M -$1.93M 1 3.9% Reduced
309
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$16.1M +$307K 2 1.39% Increased
310
HHC
Hutchin Hill Capital
New York
$16.1M +$7.87M 6 0.54% Increased
311
TEC
Tiger Eye Capital
Tennessee
$16M +$6.36M 1 2.71% Increased
312
Wedge Capital Management
Wedge Capital Management
North Carolina
$16M -$173K 1 0.15% Reduced
313
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$16M -$1.19M 1 1% Reduced
314
Winton Group
Winton Group
United Kingdom
$15.9M -$866K 5 0.47% Reduced
315
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.7M -$3.85M 3 0.1% Reduced
316
DCM
Dupont Capital Management
Delaware
$15.6M +$4.83M 6 0.35% Increased
317
CAM
Centre Asset Management
New York
$15.4M +$6.31M 2 4.1% Increased
318
RC
RBO & Co
California
$15.1M -$126K 2 4.07% Reduced
319
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15.1M +$9.09K 5 0.21% Increased
320
William Blair & Company
William Blair & Company
Illinois
$15M +$9.01M 5 0.11% Increased
321
Ariel Investments
Ariel Investments
Illinois
$15M +$919K 2 0.18% Increased
322
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15M +$853K 6 0.1% Increased
323
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.9M +$8.9M 5 1.71% Increased
324
ING Group
ING Group
Netherlands
$14.9M +$10.1M 7 0.29% Increased
325
First Pacific Advisors
First Pacific Advisors
California
$14.6M +$10.3M 1 0.11% Increased