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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
326
NP
NS Partners
United Kingdom
$21.1M -$25.6K 1 1.94% Reduced
327
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21M -$15.1M 10 0.26% Reduced
328
Braun Stacey Associates
Braun Stacey Associates
New York
$20.9M +$34.3K 1 1.34% Increased
329
M
Mirova
France
$20.7M +$19.2M 3 1.83% Increased
330
LCM
Logan Capital Management
Pennsylvania
$20.6M -$106K 1 1.21% Reduced
331
AP
AlpInvest Partners
Netherlands
$20.5M +$22.8M 1 19.7% New
332
Westfield Capital Management
Westfield Capital Management
Massachusetts
$20.4M +$4.57M 1 0.15% Increased
333
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$20.2M -$4.63M 7 0.31% Reduced
334
NCA
Newbrook Capital Advisors
New York
$20.1M +$18M 1 1.5% New
335
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.1M -$7.84M 5 0.18% Reduced
336
BCMNY
Buckingham Capital Management (New York)
New York
$20.1M -$5.91M 3 2.48% Reduced
337
Samlyn Capital
Samlyn Capital
New York
$20M +$6.35M 3 0.42% Increased
338
M&T Bank
M&T Bank
New York
$19.7M +$260K 7 0.1% Increased
339
CAM
Cidel Asset Management
Ontario, Canada
$19.3M +$22.5M 1 0.98% New
340
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$19.2M -$1.21M 10 0.32% Reduced
341
RC
RBO & Co
California
$19.2M -$156K 2 4.5% Reduced
342
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$18.9M +$1.43M 1 1.44% Increased
343
GCM
Glynn Capital Management
California
$18.7M +$20.8M 1 3.2% New
344
Jefferies Group
Jefferies Group
New York
$18.7M +$5.17M 9 0.14% Increased
345
PEAK6 Investments
PEAK6 Investments
Illinois
$18.7M +$4.57M 7 0.12% Increased
346
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$18.7M +$7.72M 4 0.07% Increased
347
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$18.7M -$854K 1 2.95% Reduced
348
JCM
Jag Capital Management
Missouri
$18.4M +$17.1M 1 2.07% New
349
SEC
Seven Eight Capital
New York
$18.1M +$6.44M 3 0.96% Increased
350
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$18.1M +$2.42M 3 0.23% Increased
12 13
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