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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
401
Eastern Bank
Eastern Bank
Massachusetts
$11.9M +$11.8M 1 1.11% New
402
Polar Capital
Polar Capital
United Kingdom
$11.9M +$11.7M 1 0.41% New
403
Marshall Wace
Marshall Wace
United Kingdom
$11.9M +$12.4M 1 0.71% New
404
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$11.8M +$11.9M 2 0.31% New
405
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11.7M +$11.9M 4 0.34% New
406
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.6M +$11.6M 4 0.41% New
407
PointState Capital
PointState Capital
New York
$11.6M +$11.7M 1 0.2% New
408
CI Global Investments
CI Global Investments
California
$11.5M +$11.9M 1 0.53% New
409
BPM
Bronson Point Management
Connecticut
$11.3M +$11.7M 1 1.03% New
410
GGHC
Gilder Gagnon Howe & Co
New York
$11.3M +$10.6M 1 0.21% New
411
SCM
Stevens Capital Management
Pennsylvania
$11M +$11.1M 6 0.37% New
412
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$11M +$10.8M 1 1.98% New
413
CPIM
Columbia Partners Investment Management
Virginia
$11M +$10.4M 1 0.52% New
414
GIA
Granite Investment Advisors
New Hampshire
$10.9M +$10.8M 1 2.52% New
415
ZA
Zweig Advisers
Connecticut
$10.8M +$10.6M 1 1.66% New
416
Granahan Investment Management
Granahan Investment Management
Massachusetts
$10.8M +$10.5M 1 0.31% New
417
AIM
Arcadia Investment Management
Michigan
$10.6M +$10.9M 1 3% New
418
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$10.6M +$10.7M 3 0.25% New
419
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$10.5M +$11M 1 0.23% New
420
ProShare Advisors
ProShare Advisors
Maryland
$10.5M +$10.6M 8 0.21% New
421
CAM
Capstone Asset Management
Texas
$10.5M +$10.6M 9 0.28% New
422
BLM
Bennett Lawrence Management
New York
$10.4M +$9.85M 1 1.99% New
423
HBK Investments
HBK Investments
Texas
$10.4M +$10.7M 2 0.16% New
424
CRCP
Copper Rock Capital Partners
Massachusetts
$10.4M +$10.1M 3 1.12% New
425
LPL Financial
LPL Financial
California
$10.4M +$10.2M 6 0.07% New