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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
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.9M +$1.44M 11 0.04% Increased
377
GJCM
Grand Jean Capital Management
California
$10.8M +$10.1M 1 4.13% New
378
EULAV Asset Management
EULAV Asset Management
Florida
$10.8M -$1.38M 4 0.58% Reduced
379
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$10.8M +$847K 1 0.6% Increased
380
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M +$7.92M 2 0.06% Increased
381
NIMI
Natixis Investment Managers International
France
$10.8M -$4.71M 3 1.02% Reduced
382
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$10.6M -$562K 7 0.2% Reduced
383
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$10.6M +$8.3M 3 0.22% Increased
384
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$10.5M +$15.9K 2 0.07% Increased
385
ESBC
E.S. Barr & Co
Kentucky
$10.4M -$155K 1 1.23% Reduced
386
BA
Boston Advisors
Massachusetts
$10.4M -$1.07M 1 0.25% Reduced
387
CCI
Columbus Circle Investors
$10.4M +$2.84M 1 0.14% Increased
388
CG
Clinton Group
New York
$10.2M -$39.4M 6 0.6% Reduced
389
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$10.1M -$1.19M 8 0.35% Reduced
390
RCM
Riverhead Capital Management
Delaware
$10.1M +$770K 9 0.62% Increased
391
Victory Capital Management
Victory Capital Management
Texas
$9.97M -$6.24M 9 0.03% Reduced
392
NPIC
Neumeier Poma Investment Counsel
California
$9.91M +$327K 1 1.36% Increased
393
KLC
Knowledge Leaders Capital
Colorado
$9.9M +$1.52M 1 3.08% Increased
394
PDN
Pensionfund DSM Netherlands
Netherlands
$9.83M +$361K 3 1.43% Increased
395
GCP
GSA Capital Partners
United Kingdom
$9.8M -$14M 7 0.59% Reduced
396
CAM
Centre Asset Management
New York
$9.75M +$1.96M 1 1.88% Increased
397
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$9.69M +$210K 1 0.97% Increased
398
OCM
Oakview Capital Management
Texas
$9.66M +$10.9M 1 5.45% New
399
RBCM
Raub Brock Capital Management
California
$9.65M -$536K 1 2.97% Reduced
400
Federated Hermes
Federated Hermes
Pennsylvania
$9.55M -$4.71M 10 0.03% Reduced
14 15
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