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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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$14.9M +$3.45M 2 0.31% Increased
352
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$14.9M +$786K 10 0.11% Increased
353
Ariel Investments
Ariel Investments
Illinois
$14.7M +$529K 2 0.17% Increased
354
MCM
Moon Capital Management
New York
$14.5M +$11.3M 1 3.93% Increased
355
ESBC
E.S. Barr & Co
Kentucky
$14.5M -$55.5K 1 1.55% Reduced
356
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$14.4M +$1.66M 3 0.07% Increased
357
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.4M -$156K 11 0.06% Reduced
358
PP
Paloma Partners
Connecticut
$14.3M -$5.75M 9 0.2% Reduced
359
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$14.3M +$474K 2 0.32% Increased
360
Rafferty Asset Management
Rafferty Asset Management
New York
$14.3M +$12.9M 4 0.32% New
361
CIBC World Markets
CIBC World Markets
New York
$14.3M -$1.09M 7 0.14% Reduced
362
Baird Financial Group
Baird Financial Group
Wisconsin
$14.2M +$438K 5 0.11% Increased
363
QS Investors
QS Investors
New York
$14.1M +$462K 12 0.11% Increased
364
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.1M -$2.21M 4 1.37% Reduced
365
LCM
Logan Capital Management
Pennsylvania
$14M -$108K 1 1% Reduced
366
Jane Street
Jane Street
New York
$14M -$5.08M 7 0.05% Reduced
367
William Blair & Company
William Blair & Company
Illinois
$13.9M -$2.7M 3 0.1% Reduced
368
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$13.9M -$3.85M 1 1.18% Reduced
369
SAM
Skyline Asset Management
Illinois
$13.8M +$800K 1 1.1% Increased
370
DA
Denali Advisors
California
$13.8M +$1.83M 1 2.28% Increased
371
Norinchukin Bank
Norinchukin Bank
Japan
$13.6M +$1.26M 7 0.26% Increased
372
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$13.2M -$65.1K 5 0.22% Reduced
373
Whittier Trust
Whittier Trust
California
$13.1M -$2.41M 4 0.48% Reduced
374
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.1M -$73.3K 8 0.29% Reduced
375
SCM
Suffolk Capital Management
New York
$13.1M +$1.66M 1 1.72% Increased