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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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$18M -$193K 3 0.59% Reduced
352
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$17.9M -$4.07M 7 0.16% Reduced
353
HT
HAP Trading
New York
$17.9M -$27.6M 3 1.38% Reduced
354
CRCP
Copper Rock Capital Partners
Massachusetts
$17.9M -$2.39K 1 1.32% Reduced
355
Whittier Trust
Whittier Trust
California
$17.8M +$178K 4 0.52% Increased
356
Randolph Company
Randolph Company
Ohio
$17.7M +$34.2K 1 3.04% Increased
357
Quadrature Capital
Quadrature Capital
United Kingdom
$17.7M +$5.94M 4 1.17% Increased
358
Bowie Capital Management
Bowie Capital Management
Texas
$17.6M +$160K 2 3.57% Increased
359
HighTower Advisors
HighTower Advisors
Illinois
$17.5M +$3.4M 7 0.1% Increased
360
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$17.3M +$3.04M 2 1.91% Increased
361
CCM
Crestwood Capital Management
New York
$17.1M -$327K 1 8.9% Reduced
362
YCG LLC
YCG LLC
Texas
$16.9M +$73.5K 1 2.66% Increased
363
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$16.8M -$465K 10 0.26% Reduced
364
Nissay Asset Management
Nissay Asset Management
Japan
$16.8M -$1.64M 7 0.42% Reduced
365
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$16.6M +$3.54M 1 0.29% Increased
366
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$16.6M +$359K 12 0.28% Increased
367
Westpac Banking Corp
Westpac Banking Corp
Australia
$16.6M +$1.31M 5 0.25% Increased
368
Bath Savings Trust
Bath Savings Trust
Maine
$16.5M +$483K 2 3.28% Increased
369
SCM
Stormborn Capital Management
Connecticut
$16.4M -$625K 3 12.71% Reduced
370
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$16.1M +$13.3K 1 2.82% Increased
371
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16M +$2.66M 10 0.23% Increased
372
WCM
Woodson Capital Management
Connecticut
$15.9M +$14.6M 1 2.72% New
373
Martingale Asset Management
Martingale Asset Management
Massachusetts
$15.9M -$13.9M 4 0.17% Reduced
374
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$15.8M +$13.5M 2 0.16% Increased
375
AFG
American Financial Group
Ohio
$15.7M +$3.4M 3 1.28% Increased
13 14
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