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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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$12.9M +$1.5M 5 0.22% Increased
352
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M -$7.65M 11 0.11% Reduced
353
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$12.8M -$566K 4 0.14% Reduced
354
OCM
Olstein Capital Management
New York
$12.8M -$7.07M 2 1.63% Reduced
355
RHJA
Rice Hall James & Associates
California
$12.8M +$2.45M 2 0.56% Increased
356
QS Investors
QS Investors
New York
$12.8M +$1.24M 12 0.11% Increased
357
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$12.7M -$1.98M 7 0.32% Reduced
358
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$12.6M -$3.67M 12 0.09% Reduced
359
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$12.6M +$5.69M 5 0.36% Increased
360
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$12.6M -$2.34M 2 0.26% Reduced
361
Becker Capital Management
Becker Capital Management
Oregon
$12.6M -$12M 1 0.45% Reduced
362
LCM
Logan Capital Management
Pennsylvania
$12.6M -$32.8K 1 0.94% Reduced
363
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.5M -$63.6K 8 0.29% Reduced
364
Horizon Kinetics
Horizon Kinetics
New York
$12.5M +$416K 5 0.41% Increased
365
SAM
Skyline Asset Management
Illinois
$12.3M -$2.35M 1 1.04% Reduced
366
RCM
Riverhead Capital Management
Delaware
$12.1M +$1.41M 9 0.6% Increased
367
Silvercrest Asset Management
Silvercrest Asset Management
New York
$12M -$380K 3 0.13% Reduced
368
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$12M -$3.63M 5 0.25% Reduced
369
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$11.8M +$5.81M 3 0.36% Increased
370
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$11.8M +$500K 8 0.36% Increased
371
TAM
Tyers Asset Management
Texas
$11.7M +$730K 6 0.43% Increased
372
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$11.7M +$5.13M 4 0.27% Increased
373
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.6M -$2.67M 10 0.03% Reduced
374
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.5M +$1.05M 7 0.07% Increased
375
PIA
Piedmont Investment Advisors
North Carolina
$11.5M +$6.73M 2 0.25% Increased