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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
351
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo)
$23.6M -$2.07M 1 6.3% Reduced
352
Flossbach Von Storch
Flossbach Von Storch
Germany
$23.5M +$6.31M 2 0.11% Increased
353
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$23.2M -$31M 5 0.1% Reduced
354
Aberdeen Group
Aberdeen Group
United Kingdom
$23.1M +$274K 3 0.03% Increased
355
AGAM
Avalon Global Asset Management
California
$23.1M +$3.72M 2 2.52% Increased
356
RC
RBO & Co
California
$23.1M +$2.99M 3 3.68% Increased
357
Rathbones Group
Rathbones Group
United Kingdom
$22.9M -$3.2M 4 0.08% Reduced
358
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.8M -$8.88M 7 0.04% Reduced
359
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.5M +$501K 10 0.11% Increased
360
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$22.3M +$1.98M 5 0.61% Increased
361
RC
Riposte Capital
New York
$22.3M +$20.9M 1 4.96% New
362
Groupama Asset Management
Groupama Asset Management
France
$22.2M -$3.48M 3 0.28% Reduced
363
NGM
North Growth Management
British Columbia, Canada
$22.2M +$1.86M 1 2.84% Increased
364
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.1M +$3.74M 9 0.03% Increased
365
SCM
Silvant Capital Management
Georgia
$21.8M +$8.23M 4 0.63% Increased
366
RBF Capital
RBF Capital
California
$21.7M -$916K 3 0.9% Reduced
367
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.4M +$7.06M 6 0.04% Increased
368
AIC
AWM Investment Company
New York
$21.3M +$3.41M 1 1.85% Increased
369
BS
Biglari Sardar
$21M +$2.37M 1 33.74% Increased
370
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M +$5.89M 1 0.01% Increased
371
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$20.8M -$26.2M 3 0.1% Reduced
372
Jump Financial
Jump Financial
Illinois
$20.7M +$844K 13 0.17% Increased
373
CSM Advisors
CSM Advisors
Pennsylvania
$20.5M +$20.1M 1 0.44% New
374
STRS Ohio
STRS Ohio
Ohio
$20.4M +$2.47M 10 0.08% Increased
375
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$20.4M -$175K 3 0.13% Reduced
13 14
15
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