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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
376
PWLP
Prio Wealth Limited Partnership
Massachusetts
$12.9M +$17.3M 1 0.67% New
377
Utah Retirement Systems
Utah Retirement Systems
Utah
$12.9M -$280K 8 0.34% Reduced
378
Granahan Investment Management
Granahan Investment Management
Massachusetts
$12.8M +$7.03M 2 0.36% Increased
379
H
Hexavest
Quebec, Canada
$12.8M -$181K 3 0.21% Reduced
380
HCM
Hahn Capital Management
California
$12.8M -$1.8M 1 1.23% Reduced
381
RAM
RWC Asset Management
United Kingdom
$12.7M +$10.3M 1 1.04% New
382
HIC
Harvey Investment Company
Kentucky
$12.7M -$149K 2 2.95% Reduced
383
Bessemer Group
Bessemer Group
New Jersey
$12.7M -$689K 7 0.07% Reduced
384
HCMT
Highland Capital Management (Tennessee)
Tennessee
$12.6M +$4.16M 3 0.97% Increased
385
SA
Smithwood Advisers
California
$12.6M +$16.9M 1 1.8% New
386
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$12.6M +$10.6M 6 0.36% Increased
387
Chilton Capital Management
Chilton Capital Management
Texas
$12.5M +$190K 2 1.18% Increased
388
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$12.3M +$407K 1 0.24% Increased
389
MSA
Mason Street Advisors
Wisconsin
$12.3M +$25.1K 9 0.38% Increased
390
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.3M +$6.38M 4 0.06% Increased
391
CAM
Coronation Asset Management
South Africa
$12.2M +$3.45M 1 0.53% Increased
392
Polar Capital
Polar Capital
United Kingdom
$12.1M $0 1 0.23% Maintained
393
KeyBank National Association
KeyBank National Association
Ohio
$12M -$3.03M 6 0.08% Reduced
394
FIM
FourPoints Investment Managers
France
$12M -$1.54M 1 2.74% Reduced
395
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$12M -$1.68M 6 0.41% Reduced
396
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$11.7M -$4.64M 3 0.28% Reduced
397
Whittier Trust
Whittier Trust
California
$11.5M +$1.52M 3 0.51% Increased
398
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$11.3M +$1.25M 5 0.17% Increased
399
CC
Curian Capital
Colorado
$11.2M -$6.99M 1 0.19% Reduced
400
KCP
Kenmare Capital Partners
New York
$11.2M +$14.9M 1 7.94% New
14 15
16
17 18